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ExxonMobil

1,765 hedge funds and large institutions have $187B invested in ExxonMobil in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 623 increasing their positions, 888 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 46

21% more call options, than puts

Call options by funds: $2.72B | Put options by funds: $2.25B

0% more funds holding

Funds holding: 1,7591,765 (+6)

0.13% less ownership

Funds ownership: 49.76%49.63% (-0.13%)

6% less capital invested

Capital invested by funds: $200B → $187B (-$12.5B)

7% less funds holding in top 10

Funds holding in top 10: 730676 (-54)

30% less repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 888

Holders
1,765
Holders Change
+6
Holders Change %
+0.34%
% of All Funds
57.21%
Holding in Top 10
676
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-7.4%
% of All Funds
21.91%
New
69
Increased
623
Reduced
888
Closed
46
Calls
$2.72B
Puts
$2.25B
Net Calls
+$469M
Net Calls Change
+$1.61B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$19.3B +$246M +2,725,853 +1%
State Street
2
State Street
Massachusetts
$15.9B -$213M -2,358,838 -1%
BIT
3
BlackRock Institutional Trust
California
$10B -$341M -3,786,739 -3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.18B -$93.3M -1,035,001 -1%
Northern Trust
5
Northern Trust
Illinois
$5.78B -$243M -2,700,312 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.67B +$19.1M +212,158 +0.4%
JP Morgan Chase
7
JP Morgan Chase
New York
$4.26B +$91.9M +1,018,884 +2%
BFA
8
BlackRock Fund Advisors
California
$3.84B +$17.2M +190,535 +0.4%
Bank of America
9
Bank of America
North Carolina
$3.68B -$96.8M -1,073,719 -2%
Berkshire Hathaway
10
Berkshire Hathaway
Nebraska
$3.45B +$797M +8,845,261 +28%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$3.19B
Norges Bank
12
Norges Bank
Norway
$3.04B -$28.5M -316,501 -0.9%
BG
13
BlackRock Group
United Kingdom
$2.98B +$38.1M +422,769 +1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$2.9B -$537M -5,952,227 -15%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.71B +$65.8M +729,756 +2%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$2.62B -$265M -2,938,025 -9%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.03B -$78.2M -867,390 -4%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$1.98B +$50.6M +560,987 +2%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.75B -$8.36M -92,752 -0.5%
TCIM
20
TIAA CREF Investment Management
New York
$1.75B -$53M -587,323 -3%
Wells Fargo
21
Wells Fargo
California
$1.74B -$37M -410,469 -2%
Goldman Sachs
22
Goldman Sachs
New York
$1.7B -$124M -1,373,437 -6%
SF
23
Sarofim Fayez
Texas
$1.39B +$1.45B +16,134,779 New
UBS AM
24
UBS AM
Illinois
$1.37B +$98.1M +1,088,490 +7%
Franklin Resources
25
Franklin Resources
California
$1.21B +$273M +3,030,594 +27%

XOM Hedge Fund Activity: Q3 2013 in Review

1,765 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2013, worth a combined $187B — down 6.2% from $200B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XOM positions and 46 closed out — a net gain of 23 holders — while 623 added to existing stakes and 888 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $797M. The largest seller was AllianceBernstein, cutting an estimated $599M.

  • 1,765 institutional investors held ExxonMobil (XOM) as of Q3 2013, up from 1,759 in Q2 2013.
  • Funds reported $187B of ExxonMobil stock for Q3 2013, down 6.2% quarter-over-quarter.
  • 69 funds opened new ExxonMobil positions in Q3 2013 and 46 closed out, a net change of +23 holders.
  • The largest ExxonMobil buyer in Q3 2013 was Berkshire Hathaway, an estimated $797M added.
  • The largest ExxonMobil seller in Q3 2013 was AllianceBernstein, an estimated $599M sold.

Based on aggregated 13F filings for Q3 2013.