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ExxonMobil

1,929 hedge funds and large institutions have $201B invested in ExxonMobil in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 679 increasing their positions, 956 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $2.63B | Put options by funds: $2.55B

1.04% less ownership

Funds ownership: 51.27%50.24% (-1%)

1% less funds holding

Funds holding: 1,9561,929 (-27)

9% less capital invested

Capital invested by funds: $222B → $201B (-$21.1B)

10% less funds holding in top 10

Funds holding in top 10: 705632 (-73)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

29% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 956

Holders
1,929
Holders Change
-27
Holders Change %
-1.38%
% of All Funds
55.95%
Holding in Top 10
632
Holding in Top 10 Change
-73
Holding in Top 10 Change %
-10.35%
% of All Funds
18.33%
New
52
Increased
679
Reduced
956
Closed
61
Calls
$2.63B
Puts
$2.55B
Net Calls
+$77.5M
Net Calls Change
-$543M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1776
Bennicas & Associates
California
$404K
GA
1777
Geller Advisors
New York
$403K +$41.7K +419 +11%
BCA
1778
Bernzott Capital Advisors
California
$402K -$209K -2,100 -33%
ACM
1779
Advisors Capital Management
New Jersey
$402K
NAM
1780
Nichols Asset Management
Massachusetts
$400K
MAA
1781
Mraz Amerine & Associates
California
$396K +$13.9K +140 +3%
SJL
1782
Shayne & Jacobs LLC
Tennessee
$394K
Sanders Capital
1783
Sanders Capital
Florida
$392K
OAM
1784
Occidental Asset Management
California
$390K
MFP
1785
Mosaic Financial Partners
California
$388K +$61.5K +617 +18%
CCM
1786
Carderock Capital Management
Maryland
$382K -$7.97K -80 -2%
AIA
1787
AGF Investments America
Ontario, Canada
$376K +$69.7K +700 +21%
RP
1788
Reinhart Partners
Wisconsin
$375K +$26.4K +265 +7%
AR
1789
Advisory Research
Illinois
$373K +$6.87K +69 +2%
AC
1790
Avenir Corporation
Virginia
$371K
KJHP
1791
K.J. Harrison & Partners
Ontario, Canada
$371K
CAL
1792
Capital Advisors Ltd
Ohio
$369K -$100 -1 -0%
WHI
1793
William Harris Investors
Illinois
$367K
SFG
1794
SNS Financial Group
Minnesota
$367K +$27.5K +276 +8%
SAMT
1795
Select Asset Management & Trust
Pennsylvania
$359K -$29.9K -300 -7%
PA
1796
Parkside Advisors
California
$356K -$39.8K -400 -10%
GOCM
1797
Grey Owl Capital Management
Virginia
$356K
OIM
1798
Orca Investment Management
Oregon
$354K +$5.18K +52 +1%
KFA
1799
Kays Financial Advisory
Georgia
$347K +$79.7K +800 +28%
CIA
1800
CCM Investment Advisers
South Carolina
$345K -$584K -5,866 -61%

XOM Hedge Fund Activity: Q3 2014 in Review

1,929 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2014, worth a combined $201B — down 9.5% from $222B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of XOM and 52 opened new positions — a net loss of 9 holders — while 956 trimmed existing stakes and 679 added.

The largest buyer was Vanguard Group, adding an estimated $415M. The largest seller was Norges Bank, cutting an estimated $3.16B.

  • 1,929 institutional investors held ExxonMobil (XOM) as of Q3 2014, down from 1,956 in Q2 2014.
  • Funds reported $201B of ExxonMobil stock for Q3 2014, down 9.5% quarter-over-quarter.
  • 52 funds opened new ExxonMobil positions in Q3 2014 and 61 closed out, a net change of -9 holders.
  • The largest ExxonMobil buyer in Q3 2014 was Vanguard Group, an estimated $415M added.
  • The largest ExxonMobil seller in Q3 2014 was Norges Bank, an estimated $3.16B sold.

Based on aggregated 13F filings for Q3 2014.