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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
DekaBank Deutsche Girozentrale
201
DekaBank Deutsche Girozentrale
Germany
$99.7M +$13M +130,506 +14%
CFB
202
Cullen/Frost Bankers
Texas
$98.8M +$3.62M +36,321 +4%
EIM
203
ExxonMobil Investment Management
Texas
$98.3M -$4.74M -47,552 -4%
FQ
204
First Quadrant
California
$94.8M +$1.8M +18,100 +2%
CB
205
Cooke & Bieler
Pennsylvania
$94.6M +$14M +140,074 +16%
FT
206
Fiduciary Trust
Massachusetts
$93.8M -$1.1M -11,093 -1%
SG Americas Securities
207
SG Americas Securities
New York
$93.5M +$8.72M +87,591 +10%
LWCFA
208
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$92.7M +$1.13M +11,346 +1%
KT
209
Kanaly Trust
Texas
$92.4M -$1.19M -11,976 -1%
WF
210
Welch & Forbes
Massachusetts
$92M -$1.38M -13,902 -1%
LW
211
Linscomb Wealth
Texas
$90.4M +$3.83M +38,504 +4%
RJA
212
Raymond James & Associates
Florida
$89.8M +$9.44M +94,814 +11%
PP
213
Prudential plc
United Kingdom
$86.3M -$958K -9,619 -1%
COPPSERS
214
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$86.1M -$6.61M -66,366 -7%
Mawer Investment Management
215
Mawer Investment Management
Alberta, Canada
$85.2M +$3.34M +33,582 +4%
HighTower Advisors
216
HighTower Advisors
Illinois
$84.2M +$8.76M +87,969 +11%
HPC
217
HM Payson & Co
Maine
$84M +$411K +4,131 +0.5%
Stifel Financial
218
Stifel Financial
Missouri
$83.6M +$4M +40,140 +5%
RFS
219
Rockefeller Financial Services
New York
$82.9M -$4.26M -42,784 -5%
HTC
220
Haverford Trust Company
Pennsylvania
$82.3M +$770K +7,736 +0.9%
MG
221
Markel Group
Virginia
$81.7M
BG
222
Bahl & Gaynor
Ohio
$81.2M +$1.98M +19,904 +2%
CEP
223
Chicago Equity Partners
Illinois
$81.1M -$1.96M -19,645 -2%
NAMA
224
Nikko Asset Management Americas
New York
$80.6M -$9.66M -97,000 -10%
TRSOTSOK
225
Teachers Retirement System of the State of Kentucky
Kentucky
$80.5M -$3.07M -30,786 -3%

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.