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ExxonMobil

1,956 hedge funds and large institutions have $222B invested in ExxonMobil in 2014 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 640 increasing their positions, 986 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 32

25% more call options, than puts

Call options by funds: $3.15B | Put options by funds: $2.53B

2% more funds holding

Funds holding: 1,9131,956 (+43)

4% more capital invested

Capital invested by funds: $214B → $222B (+$8.71B)

0.69% more ownership

Funds ownership: 50.59%51.27% (+0.69%)

2% less funds holding in top 10

Funds holding in top 10: 718705 (-13)

35% less repeat investments, than reductions

Existing positions increased: 640 | Existing positions reduced: 986

Holders
1,956
Holders Change
+43
Holders Change %
+2.25%
% of All Funds
56.19%
Holding in Top 10
705
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-1.81%
% of All Funds
20.25%
New
85
Increased
640
Reduced
986
Closed
32
Calls
$3.15B
Puts
$2.53B
Net Calls
+$621M
Net Calls Change
-$729M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$23.9B +$566M +5,608,611 +2%
State Street
2
State Street
Massachusetts
$18.3B +$389M +3,858,815 +2%
BIT
3
BlackRock Institutional Trust
California
$11.4B -$134M -1,330,918 -1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$7.16B -$201M -1,988,705 -3%
Northern Trust
5
Northern Trust
Illinois
$6.47B -$3.53M -34,951 -0.1%
Norges Bank
6
Norges Bank
Norway
$6.39B +$3.23B +31,980,647 +101%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.72B +$55.6M +551,351 +1%
JP Morgan Chase
8
JP Morgan Chase
New York
$5.16B -$134M -1,328,811 -3%
BFA
9
BlackRock Fund Advisors
California
$4.7B +$20.6M +204,220 +0.4%
Bank of America
10
Bank of America
North Carolina
$4.46B +$171M +1,696,535 +4%
Berkshire Hathaway
11
Berkshire Hathaway
Nebraska
$4.14B
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$3.73B
Fidelity Investments
13
Fidelity Investments
Massachusetts
$3.55B -$202M -2,006,947 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.29B -$51M -505,663 -2%
BG
15
BlackRock Group
United Kingdom
$3.21B +$23.9M +237,168 +0.7%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$2.9B -$62.2M -616,195 -2%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.23B -$52.6M -521,618 -2%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$2.15B -$139M -1,373,817 -6%
TCIM
19
TIAA CREF Investment Management
New York
$2.14B -$13.3M -131,839 -0.6%
Goldman Sachs
20
Goldman Sachs
New York
$1.96B -$141M -1,397,377 -7%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.95B -$33.1M -328,552 -2%
Wells Fargo
22
Wells Fargo
California
$1.89B -$54.8M -543,039 -3%
UBS AM
23
UBS AM
Illinois
$1.69B -$4.62M -45,842 -0.3%
Boston Partners
24
Boston Partners
Massachusetts
$1.52B +$18.6M +184,082 +1%
Fayez Sarofim & Co
25
Fayez Sarofim & Co
Texas
$1.51B -$32.7M -324,622 -2%

XOM Hedge Fund Activity: Q2 2014 in Review

1,956 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q2 2014, worth a combined $222B — up 4.1% from $214B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new XOM positions and 32 closed out — a net gain of 53 holders — while 640 added to existing stakes and 986 trimmed.

The largest buyer was Norges Bank, adding an estimated $3.23B. The largest seller was Capital Research Global Investors, cutting an estimated $502M.

  • 1,956 institutional investors held ExxonMobil (XOM) as of Q2 2014, up from 1,913 in Q1 2014.
  • Funds reported $222B of ExxonMobil stock for Q2 2014, up 4.1% quarter-over-quarter.
  • 85 funds opened new ExxonMobil positions in Q2 2014 and 32 closed out, a net change of +53 holders.
  • The largest ExxonMobil buyer in Q2 2014 was Norges Bank, an estimated $3.23B added.
  • The largest ExxonMobil seller in Q2 2014 was Capital Research Global Investors, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2014.