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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$22.7B +$415M +4,165,107 +2%
State Street
2
State Street
Massachusetts
$17B -$77M -773,577 -0.4%
BIT
3
BlackRock Institutional Trust
California
$10.6B -$9.52M -95,535 -0.1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.36B -$339M -3,406,274 -5%
Northern Trust
5
Northern Trust
Illinois
$5.8B -$254M -2,550,673 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$5.56B +$228M +2,287,182 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$4.59B -$239M -2,400,166 -5%
BFA
8
BlackRock Fund Advisors
California
$4.34B -$57.2M -574,380 -1%
Bank of America
9
Bank of America
North Carolina
$4.15B -$16.9M -170,126 -0.4%
Berkshire Hathaway
10
Berkshire Hathaway
Nebraska
$3.87B
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$3.49B
Fidelity Investments
12
Fidelity Investments
Massachusetts
$3.11B -$219M -2,199,409 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.05B -$31.5M -316,599 -1%
BG
14
BlackRock Group
United Kingdom
$3.01B +$10.7M +107,048 +0.3%
Norges Bank
15
Norges Bank
Norway
$2.99B -$3.16B -31,749,044 -50%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$2.76B +$62.2M +624,227 +2%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.21B +$137M +1,370,949 +6%
TCIM
18
TIAA CREF Investment Management
New York
$1.98B -$18.2M -182,910 -0.9%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$1.92B -$101M -1,015,973 -5%
Wells Fargo
20
Wells Fargo
California
$1.77B -$1.17M -11,723 -0.1%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.75B -$76.3M -765,769 -4%
UBS AM
22
UBS AM
Illinois
$1.62B +$37.3M +374,156 +2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$1.5B +$214M +2,147,859 +16%
Goldman Sachs
24
Goldman Sachs
New York
$1.46B -$398M -4,000,854 -21%
Boston Partners
25
Boston Partners
Massachusetts
$1.45B +$31.4M +315,101 +2%

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.