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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
FBT
1851
Founders Bank & Trust
Michigan
$251K +$5.48K +55 +2%
GI
1852
Glovista Investments
New Jersey
$250K
VIM
1853
Veritas Investment Management
United Kingdom
$248K
MTIM
1854
Marathon Trading Investment Management
Pennsylvania
$245K -$518K -5,200 -67%
FIM
1855
Friedberg Investment Management
Texas
$244K
CFN
1856
Cordasco Financial Network
Florida
$244K +$26.4K +265 +11%
WKA
1857
Wilson Kemp & Associates
Michigan
$240K -$408K -4,100 -62%
AMCA
1858
Arthur M. Cohen & Associates
Illinois
$239K +$169K +1,692 New
NYLIM
1859
New York Life Investment Management
New York
$235K
SC
1860
Stratford Consulting
Texas
$235K +$398 +4 +0.2%
LBA
1861
Letko, Brosseau & Associates
Quebec, Canada
$234K +$39.8K +400 +19%
ECM
1862
Ensemble Capital Management
California
$233K
NIM
1863
NuWave Investment Management
New Jersey
$231K +$212K +2,125 +646%
WCM
1864
Wallace Capital Management
Texas
$230K +$243K +2,443 New
MG
1865
MDE Group
New Jersey
$229K +$243K +2,440 New
CFG
1866
CKW Financial Group
Hawaii
$228K -$5.58K -56 -2%
LFG
1867
LifePlan Financial Group
Ohio
$225K
NEIRG
1868
New England Investment & Retirement Group
Massachusetts
$224K
TBC
1869
Tweedy, Browne Co
Connecticut
$222K
FPCP
1870
Fort Point Capital Partners
California
$222K +$29.9K +300 +15%
HS
1871
HighVista Strategies
Massachusetts
$221K +$35.3K +354 +18%
SMM
1872
Stadion Money Management
Georgia
$220K +$232K +2,334 New
PCMI
1873
Princeton Capital Management Inc
New Jersey
$218K -$4.98K -50 -2%
AC
1874
Alley Company
Illinois
$218K
WA
1875
WealthTrust-Arizona
Arizona
$217K -$9.56K -96 -4%

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.