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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
TFMS
1901
Trust & Fiduciary Management Services
Massachusetts
$30K -$57.6K -623 -68%
DIA
1902
Denver Investment Advisors
Colorado
$25.7K -$210K -2,274 -0.9%
SMG
1903
Spectrum Management Group
Indiana
$21K +$19.4K +210 New
LTI
1904
Laffer Tengler Investments
Tennessee
$20.2K +$18.5K +200 New
EU
1905
Emory University
Georgia
$19K
MIM
1906
Macroview Investment Management
Maryland
$10K
MRCM
1907
M&R Capital Management
New Jersey
$9.35K +$109K +1,184 +1%
ACM
1908
Antonetti Capital Management
Florida
$7K -$5.55K -60 -46%
MIM
1909
Marco Investment Management
Georgia
$6.2K +$509K +5,503 +10%
FPCG
1910
Fort Pitt Capital Group
Pennsylvania
$4.47K
NDSI
1911
Newman Dignan & Sheerar Inc
Rhode Island
$3.46K -$16K -173 -0.5%
CAM
1912
ClariVest Asset Management
California
$3K -$1.02K -11 -26%
PFM
1913
PacWest Financial Management
Arizona
$2.19K -$3.7K -40 -0.2%
TCA
1914
Tortoise Capital Advisors
Kansas
$2K
WTB
1915
Washington Trust Bank
Washington
$1.67K -$1.52M -16,482 Closed
Renaissance Technologies
1916
Renaissance Technologies
New York
-$137M -1,588,991 Closed
HCM
1917
Highbridge Capital Management
New York
-$43.1M -466,408 Closed
SC
1918
Sculptor Capital
New York
-$31M -335,503 Closed
SCM
1919
Stevens Capital Management
Pennsylvania
-$26.5M -307,523 Closed
WM
1920
WCG Management
New York
-$25.8M -300,000 Closed
PRCM
1921
Pine River Capital Management
Minnesota
-$18.5M -200,001 Closed
PG
1922
PEAK6 Group
Illinois
-$17M -183,732 Closed
TAS
1923
TIFF Advisory Services
Pennsylvania
-$14.4M -167,700 Closed
CGM
1924
Capital Growth Management
Massachusetts
-$12.5M -145,000 Closed
Capstone Investment Advisors
1925
Capstone Investment Advisors
New York
-$13.3M -144,168 Closed

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.