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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
ICM
1826
IMS Capital Management
Oregon
$295K
DVM
1827
Dreman Value Management
Florida
$293K +$16.8K +169 +6%
SSM
1828
Sound Shore Management
Connecticut
$289K
GC
1829
Gibson Capital
Pennsylvania
$288K -$3.98K -40 -1%
HCM
1830
Horrell Capital Management
Arkansas
$288K
IWC
1831
Integrated Wealth Counsel
California
$286K -$330K -3,313 -52%
CA
1832
Cortland Associates
Missouri
$286K +$49.8K +500 +20%
IF
1833
IRON Financial
Illinois
$285K
RI
1834
Redwood Investments
Massachusetts
$285K
APCM
1835
Arbiter Partners Capital Management
New York
$282K
RWML
1836
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$282K +$8.86K +89 +3%
AIA
1837
Affinity Investment Advisors
California
$280K
LFR
1838
Lehman Financial Resources
Pennsylvania
$277K
FC
1839
Farley Capital
New York
$274K -$600K -6,025 -67%
VP
1840
Value Partners
Hong Kong
$273K +$289K +2,900 New
BM
1841
Brandywine Managers
Delaware
$270K -$24.9K -250 -8%
CI
1842
Cowen Inc
New York
$270K -$9.96K -100 -3%
TCM
1843
TD Capital Management
Tennessee
$270K
FIG
1844
FundX Investment Group
California
$267K +$283K +2,839 New
CAM
1845
Cubic Asset Management
Massachusetts
$265K -$7.27K -73 -3%
BC
1846
Blackhill Capital
New Jersey
$264K
AAM
1847
Azzad Asset Management
Virginia
$263K +$18.7K +188 +7%
TCM
1848
Tradewinds Capital Management
Washington
$258K +$31.5K +316 +13%
CA
1849
Corrado Advisors
New Jersey
$256K
PCM
1850
Prelude Capital Management
New York
$255K +$34.6K +347 +15%

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.