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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
NYLIM
1826
New York Life Investment Management
New York
$253K +$46.2K +500 +25%
ECM
1827
Ensemble Capital Management
California
$251K -$27.7K -300 -11%
CFG
1828
CKW Financial Group
Hawaii
$251K +$229K +2,482 New
SC
1829
Stratford Consulting
Texas
$251K +$230K +2,484 New
PCMI
1830
Princeton Capital Management Inc
New Jersey
$250K -$35K -379 -13%
GI
1831
Glovista Investments
New Jersey
$250K -$8.14K -88 -3%
BOTOTLSJU
1832
Board of Trustees of The Leland Stanford Junior University
California
$243K +$222K +2,406 New
BJ
1833
Brouwer & Janachowski
California
$242K +$221K +2,388 New
CFA
1834
Cahill Financial Advisors
Minnesota
$241K +$219K +2,372 New
PCTC
1835
Perkins Coie Trust Company
Washington
$241K +$220K +2,378 New
MAM
1836
Marquette Asset Management
Minnesota
$238K +$217K +2,352 New
AC
1837
Alley Company
Illinois
$236K
CFN
1838
Cordasco Financial Network
Florida
$235K +$215K +2,327 New
DVM
1839
Dreman Value Management
Florida
$234K +$214K +2,312 New
GA
1840
Glenhill Advisors
New York
$229K -$6.15M -66,468 -97%
SCP
1841
Seizert Capital Partners
Michigan
$227K -$9.25K -100 -4%
NIM
1842
NuWave Investment Management
New Jersey
$225K -$1.13M -12,264 -85%
FCH
1843
Freestone Capital Holdings
Washington
$225K +$19.9K +215 +11%
FPCP
1844
Fort Point Capital Partners
California
$225K +$205K +2,220 New
KFA
1845
Kays Financial Advisory
Georgia
$225K +$206K +2,225 New
FPIS
1846
Financial Planning & Information Services
Wisconsin
$224K +$205K +2,217 New
PA
1847
Planning Alternatives
Michigan
$224K +$205K +2,218 New
CIM
1848
Contravisory Investment Management
Massachusetts
$223K
ECM
1849
ETrade Capital Management
Virginia
$223K +$19.1K +207 +10%
DM
1850
Diker Management
New York
$223K +$204K +2,204 New

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.