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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
DRZID
201
DePrince Race & Zollo Inc (DRZ)
Florida
$110M -$940K -10,166 -0.9%
TRSOTSOK
202
Teachers Retirement System of the State of Kentucky
Kentucky
$109M -$8.78M -94,960 -8%
Nomura Asset Management
203
Nomura Asset Management
Japan
$109M -$8.21M -88,799 -8%
RFS
204
Rockefeller Financial Services
New York
$108M -$7.3M -78,899 -7%
COPPSERS
205
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$108M -$4.08M -44,127 -4%
JMPWA
206
JP Morgan Private Wealth Advisors
California
$108M -$635K -6,868 -0.6%
Royal London Asset Management
207
Royal London Asset Management
United Kingdom
$106M -$379K -4,104 -0.4%
FQ
208
First Quadrant
California
$105M +$111K +1,200 +0.1%
FT
209
Fiduciary Trust
Massachusetts
$105M -$731K -7,909 -0.8%
CFB
210
Cullen/Frost Bankers
Texas
$105M +$793K +8,573 +0.8%
GC
211
Guggenheim Capital
Illinois
$104M -$201K -2,171 -0.2%
AAM
212
Aberdeen Asset Management
United Kingdom
$104M +$6.51M +70,373 +7%
N
213
Nuveen
North Carolina
$103M +$24.4M +263,415 +35%
AG
214
Aperio Group
California
$103M -$88.8M -959,921 Closed
SAM
215
Shell Asset Management
Netherlands
$102M -$24.8M -268,170 -21%
KT
216
Kanaly Trust
Texas
$101M +$2.17M +23,425 +2%
Fidelity International
217
Fidelity International
Bermuda
$101M +$17.8M +192,205 +24%
LWCFA
218
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101M +$1.31M +14,171 +1%
WF
219
Welch & Forbes
Massachusetts
$101M -$1.51M -16,325 -2%
KBC Group
220
KBC Group
Belgium
$100M +$1.38M +14,946 +2%
BGIM
221
Brandywine Global Investment Management
Pennsylvania
$98.6M +$16.4M +176,953 +22%
HTC
222
Haverford Trust Company
Pennsylvania
$97.5M -$847K -9,165 -0.9%
BBHC
223
Brown Brothers Harriman & Co
New York
$96.8M -$1.37M -14,829 -2%
HI
224
Honeywell International
North Carolina
$95M -$277K -3,000 -0.3%
PP
225
Prudential plc
United Kingdom
$93.3M -$12.2M -131,900 -13%

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.