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ExxonMobil

1,910 hedge funds and large institutions have $224B invested in ExxonMobil in 2013 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 600 increasing their positions, 913 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 60

20% more capital invested

Capital invested by funds: $187B → $224B (+$36.6B)

15% more funds holding in top 10

Funds holding in top 10: 676777 (+101)

8% more funds holding

Funds holding: 1,7651,910 (+145)

3% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.47B

0.9% more ownership

Funds ownership: 49.63%50.53% (+0.9%)

34% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 913

Holders
1,910
Holders Change
+145
Holders Change %
+8.22%
% of All Funds
55.41%
Holding in Top 10
777
Holding in Top 10 Change
+101
Holding in Top 10 Change %
+14.94%
% of All Funds
22.54%
New
229
Increased
600
Reduced
913
Closed
60
Calls
$3.56B
Puts
$3.47B
Net Calls
+$94.5M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
APCM
1801
Arbiter Partners Capital Management
New York
$304K +$277K +3,000 New
CCM
1802
Cutler Capital Management
Massachusetts
$302K +$139K +1,500 +101%
CA
1803
Corrado Advisors
New Jersey
$301K -$89.1K -964 -24%
CI
1804
Cowen Inc
New York
$301K
CAM
1805
Cubic Asset Management
Massachusetts
$301K +$12.9K +140 +5%
SJIC
1806
St. James Investment Company
Texas
$300K -$205K -2,215 -45%
AIA
1807
Affinity Investment Advisors
California
$300K
SCG
1808
Strategic Capital Group
Washington
$299K -$235K -2,544 -46%
BCMIO
1809
Beacon Capital Management Inc (Ohio)
Ohio
$296K +$270K +2,924 New
CG
1810
Corundum Group
Colorado
$292K +$9.25K +100 +4%
PM
1811
Parametrica Management
Hong Kong
$290K -$79.7K -862 -23%
NIM
1812
Nexus Investment Management
Ontario, Canada
$286K +$20.7K +224 +9%
BC
1813
Blackhill Capital
New Jersey
$284K +$260K +2,811 New
RWML
1814
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$277K +$277K +2,997 New
LC
1815
Lakeshore Capital
Alabama
$275K
NEIRG
1816
New England Investment & Retirement Group
Massachusetts
$274K +$21.2K +229 +9%
OC
1817
Oakworth Capital
Alabama
$272K +$248K +2,687 New
BAM
1818
Banta Asset Management
California
$271K -$5.83K -63 -2%
CCM
1819
Check Capital Management
California
$271K +$18.7K +202 +8%
EA
1820
Elm Advisors
California
$271K +$248K +2,682 New
WA
1821
WealthTrust-Arizona
Arizona
$267K -$1.48K -16 -0.6%
VIM
1822
Veritas Investment Management
United Kingdom
$267K
TCM
1823
Tradewinds Capital Management
Washington
$258K +$236K +2,553 New
CA
1824
Cortland Associates
Missouri
$257K
TBC
1825
Tweedy, Browne Co
Connecticut
$256K

XOM Hedge Fund Activity: Q4 2013 in Review

1,910 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2013, worth a combined $224B — up 20% from $187B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new XOM positions and 60 closed out — a net gain of 169 holders — while 600 added to existing stakes and 913 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $884M. The largest seller was Norges Bank, cutting an estimated $312M.

  • 1,910 institutional investors held ExxonMobil (XOM) as of Q4 2013, up from 1,765 in Q3 2013.
  • Funds reported $224B of ExxonMobil stock for Q4 2013, up 20% quarter-over-quarter.
  • 229 funds opened new ExxonMobil positions in Q4 2013 and 60 closed out, a net change of +169 holders.
  • The largest ExxonMobil buyer in Q4 2013 was Capital Research Global Investors, an estimated $884M added.
  • The largest ExxonMobil seller in Q4 2013 was Norges Bank, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2013.