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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
MCI
1851
McDonald Capital Investors
California
$222K +$203K +2,196 New
ORI
1852
Oak Ridge Investments
Illinois
$217K +$198K +2,144 New
BTCR
1853
Bankers Trust Cedar Rapids
Iowa
$215K +$196K +2,123 New
LC
1854
Loews Corp
New York
$215K +$196K +2,125 New
PTC
1855
Provident Trust Company
Wisconsin
$215K +$197K +2,127 New
EMA
1856
Efficient Market Advisors
California
$212K +$75.5K +817 +64%
LBA
1857
Letko, Brosseau & Associates
Quebec, Canada
$212K +$193K +2,090 New
TAM
1858
Tealwood Asset Management
Minnesota
$210K -$52.1K -563 -21%
WCM
1859
Wallace Capital Management
Texas
$209K +$191K +2,069 New
BHCM
1860
Brevan Howard Capital Management
Jersey
$208K -$2.97M -32,090 -94%
OAM
1861
Oberweis Asset Management
Illinois
$208K +$190K +2,055 New
MS
1862
Marshall & Sullivan
Washington
$207K +$190K +2,050 New
MG
1863
MDE Group
New Jersey
$202K +$185K +2,000 New
NC
1864
NewSquare Capital
Pennsylvania
$199K -$3.33K -36 -2%
LFG
1865
LifePlan Financial Group
Ohio
$190K
PL
1866
Parkwood LLC
Ohio
$188K +$172K +1,860 New
NCMG
1867
NCM Capital Management Group
North Carolina
$179K
PIM
1868
Parasol Investment Management
Illinois
$176K +$161K +1,740 New
AA
1869
AlphaMark Advisors
Kentucky
$172K -$23.1K -250 -13%
IRS
1870
Invictus RG (Singapore)
Singapore
$168K -$21.1K -228 -12%
GI
1871
Gradient Investments
Minnesota
$160K -$29.3K -317 -17%
LWM
1872
Lenox Wealth Management
Ohio
$160K +$146K +1,580 New
MS
1873
Madison Scottsdale
Arizona
$152K
AIA
1874
AGF Investments America
Ontario, Canada
$132K
PFG
1875
Piershale Financial Group
Illinois
$127K

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.