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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
NC
1801
NBW Capital
Massachusetts
$344K +$32.2K +323 +10%
PL
1802
Parkwood LLC
Ohio
$342K +$362K +3,637 New
BWM
1803
Braver Wealth Management
Massachusetts
$339K -$694K -6,967 -66%
LSC
1804
Lesa Sroufe & Co
Washington
$336K
CP
1805
Corbenic Partners
Pennsylvania
$333K +$398 +4 +0.1%
HIM
1806
Hanlon Investment Management
New Jersey
$333K +$27.9K +280 +9%
SGC
1807
South Georgia Capital
Illinois
$332K
BC
1808
Barnett & Company
Tennessee
$330K -$19.9K -200 -5%
PAM
1809
Pope Asset Management
Tennessee
$329K
NA
1810
NSB Advisors
New York
$328K -$69.2K -695 -17%
TAM
1811
Trillium Asset Management
Massachusetts
$328K -$8.77K -88 -2%
TFCP
1812
Twin Focus Capital Partners
Massachusetts
$328K +$12.4K +125 +4%
ACM
1813
Avalon Capital Management
California
$326K
NEAM
1814
New England Asset Management
Connecticut
$324K
MS
1815
Marshall & Sullivan
Washington
$324K +$139K +1,400 +68%
BFG
1816
Bouchey Financial Group
New York
$322K -$39.2K -394 -10%
IRS
1817
Invictus RG (Singapore)
Singapore
$316K +$146K +1,463 +77%
HCM
1818
Hamlin Capital Management
New York
$312K
CG
1819
Corundum Group
Colorado
$309K +$39.8K +400 +14%
MG
1820
Mather Group
Illinois
$305K
VA
1821
Valmark Advisers
Ohio
$303K -$3.69K -37 -1%
CWA
1822
Constellation Wealth Advisors
New York
$301K
LOCC
1823
Lombard Odier & Cie (Canada)
Quebec, Canada
$301K
AMAL
1824
Asset Management Advisors LLC
Oklahoma
$300K +$498 +5 +0.2%
BCMIO
1825
Beacon Capital Management Inc (Ohio)
Ohio
$299K

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.