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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
PFO
1901
Pathstone Family Office
New Jersey
$146K +$144K +1,449 +1,407%
DA
1902
Dunvegan Associates
California
$144K
FIG
1903
Fusion Investment Group
Pennsylvania
$137K -$206K -2,073 -59%
PFG
1904
Piershale Financial Group
Illinois
$123K
MUMSS
1905
Mitsubishi UFJ Morgan Stanley Securities
Japan
$119K -$14.9K -150 -11%
SA
1906
SRH Advisors
Kansas
$119K
CPP
1907
Crow Point Partners
Massachusetts
$111K -$440K -4,420 -79%
MIM
1908
Macroview Investment Management
Maryland
$110K +$996 +10 +0.9%
WCMN
1909
Westchester Capital Management (Nebraska)
Nebraska
$109K
JAM
1910
JCIC Asset Management
Ontario, Canada
$95K
PI
1911
Panthera Investment
Germany
$92K +$97.4K +978 New
SFU
1912
Stonehage Fleming (UK)
United Kingdom
$90K
PR
1913
Payden & Rygel
California
$81K
HIM
1914
Hillsdale Investment Management
Ontario, Canada
$75K
IMS
1915
Index Management Solutions
Pennsylvania
$70K -$1.29M -12,968 -95%
AWM
1916
Avior Wealth Management
Nebraska
$64K -$14.9K -150 -18%
CFA
1917
Camarda Financial Advisors
Florida
$63K -$72.4K -727 -52%
SAM
1918
Solaris Asset Management
New York
$59K +$62.2K +625 New
FM
1919
Forward Management
California
$50K -$25.9K -260 -33%
EWP
1920
Edmunds White Partners
Virginia
$50K
UB
1921
UMB Bank
Missouri
$33.2K -$1.16M -11,648 -3%
NG
1922
NatWest Group
United Kingdom
$31.2K -$2.27M -22,801 -6%
CAM
1923
ClariVest Asset Management
California
$31K +$27K +271 +521%
GXMC
1924
Global X Management Company
New York
$29K -$7.77K -78 -20%
BCI
1925
Brinker Capital Investments
Pennsylvania
$28K

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.