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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$23.1B +$341M +3,684,323 +2%
State Street
2
State Street
Massachusetts
$18.8B +$117M +1,267,785 +0.7%
BIT
3
BlackRock Institutional Trust
California
$11.6B -$175M -1,893,406 -2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$7.18B -$84.1M -909,291 -1%
Northern Trust
5
Northern Trust
Illinois
$6.81B +$4.33M +46,808 +0.1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$5.58B +$72.7M +785,762 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$5.27B +$240M +2,595,307 +5%
BFA
8
BlackRock Fund Advisors
California
$4.58B +$59M +637,700 +1%
Bank of America
9
Bank of America
North Carolina
$4.34B +$6.68M +72,211 +0.2%
Berkshire Hathaway
10
Berkshire Hathaway
Nebraska
$4.16B +$96.2M +1,040,272 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$3.77B +$333M +3,599,744 +11%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$3.75B
BG
13
BlackRock Group
United Kingdom
$3.37B -$118M -1,280,718 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.35B +$152M +1,640,970 +5%
Norges Bank
15
Norges Bank
Norway
$3.23B -$312M -3,377,509 -10%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$2.97B -$104M -1,123,140 -4%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$2.5B +$158M +1,703,643 +7%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.32B -$56.3M -609,343 -3%
Goldman Sachs
19
Goldman Sachs
New York
$2.31B +$288M +3,112,640 +16%
TCIM
20
TIAA CREF Investment Management
New York
$2.08B +$14.1M +152,862 +0.7%
Legal & General Group
21
Legal & General Group
United Kingdom
$2.06B -$5.34M -57,807 -0.3%
Wells Fargo
22
Wells Fargo
California
$2.04B -$5.71M -61,716 -0.3%
Franklin Resources
23
Franklin Resources
California
$1.71B +$259M +2,801,243 +20%
UBS AM
24
UBS AM
Illinois
$1.63B +$15.3M +165,615 +1%
Fayez Sarofim & Co
25
Fayez Sarofim & Co
Texas
$1.59B +$1.45B +15,683,595 New

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.