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The following is a list of large cap stocks that have seen a sharp increase in shares shorted between 9/30 - 12/31.

To create this list, we started with a universe of the 130 largest companies by market cap. We then collected data on short trends, and sorted the list by the change in shares shorted over the last three months.

Short sellers are betting on some downside to these names--do you agree? Full details below.

Short trends data sourced from AOL Money.

Interactive Chart: Press Play to compare changes in market cap for the top six names mentioned below. Note: The numbers on top of items represent the forward P/E ratio, if available.

The list has been sorted by market cap. A reminder: All short trends described occur between 9/30 - 12/31.

1. Exxon Mobil Corp. (NYSE:XOM): Major Integrated Oil & Gas Industry. Market cap of $381.67B. Shares shorted have increased from 31.67M to 35.46M over the last three months. Short float at 0.73%, which implies a short ratio of 1.79 days. The stock has gained 11.13% over the last year.

2. Microsoft Corporation (NASDAQ:MSFT): Application Software Industry. Market cap of $240.5B. Shares shorted have increased from 76.71M to 85.21M over the last three months. Short float at 1.12%, which implies a short ratio of 1.46 days. The stock has lost -4.58% over the last year.

3. Petroleo Brasileiro (NYSE:PBR): Oil & Gas Drilling & Exploration Industry. Market cap of $238.1B. Shares shorted have increased from 16.67M to 18.69M over the last three months. Short float at 0.54%, which implies a short ratio of 1.06 days. The stock has lost -22.51% over the last year.

4. Wal-Mart Stores Inc. (NYSE:WMT): Discount, Variety Stores Industry. Market cap of $193.38B. Shares shorted have increased from 24.49M to 26.47M over the last three months. Short float at 1.54%, which implies a short ratio of 2.53 days. The stock has gained 1.48% over the last year.

5. Vale S.A. (NYSE:VALE): Steel & Iron Industry. Market cap of $185.84B. Shares shorted have increased from 31.16M to 34.91M over the last three months. Short float at 0.75%, which implies a short ratio of 2.13 days. The stock has gained 15.42% over the last year.

6. The Coca-Cola Company (NYSE:KO): Soft Drinks Industry. Market cap of $145.57B. Shares shorted have increased from 19.59M to 22.36M over the last three months. Short float at 0.95%, which implies a short ratio of 2.21 days. The stock has gained 13.69% over the last year.

7. Total SA (NYSE:TOT): Major Integrated Oil & Gas Industry. Market cap of $119.15B. Shares shorted have increased from 2.48M to 3.94M over the last three months. Short float at 0.16%, which implies a short ratio of 0.95 days. The stock has lost -14.19% over the last year.

8. Schlumberger Limited (NYSE:SLB): Oil & Gas Equipment & Services Industry. Market cap of $112.23B. Shares shorted have increased from 13.24M to 15.26M over the last three months. Short float at 1.27%, which implies a short ratio of 2.02 days. The stock has gained 19.79% over the last year.

9. ConocoPhillips (NYSE:COP): Major Integrated Oil & Gas Industry. Market cap of $102.73B. Shares shorted have increased from 16.72M to 18.1M over the last three months. Short float at 1.26%, which implies a short ratio of 2.22 days. The stock has gained 35.28% over the last year.

10. Companhia de Bebidas Das Americas (ABV): Brewers Industry. Market cap of $93.68B. Shares shorted have increased from 3.17M to 8.52M over the last three months. Short float at 0.64%, which implies a short ratio of 1.93 days. The stock has gained 51.25% over the last year.

11. Unilever NV (NYSE:UN): Processed & Packaged Goods Industry. Market cap of $84.38B. Shares shorted have increased from 2.02M to 3.81M over the last three months. Short float at 0.12%, which implies a short ratio of 1.42 days. The stock has lost -1.92% over the last year.

12. Banco Santander, S.A. (STD): Foreign Money Center Banks Industry. Market cap of $80.89B. Shares shorted have increased from 5.42M to 11.69M over the last three months. Short float at 0.22%, which implies a short ratio of 1.73 days. The stock has lost -41.03% over the last year.

13. Occidental Petroleum Corporation (NYSE:OXY): Independent Oil & Gas Industry. Market cap of $78.76B. Shares shorted have increased from 8.25M to 11.1M over the last three months. Short float at 1.29%, which implies a short ratio of 2.43 days. The stock has gained 23.1% over the last year.

14. Statoil ASA (NYSE:STO): Oil & Gas Drilling & Exploration Industry. Market cap of $75.57B. Shares shorted have increased from 4.02M to 4.69M over the last three months. Short float at 0.44%, which implies a short ratio of 2.51 days. The stock has lost -5.73% over the last year.

15. Lloyds Banking Group plc (NYSE:LYG): Foreign Money Center Banks Industry. Market cap of $69.86B. Shares shorted have increased from 1.07M to 1.87M over the last three months. Short float at 0.04%, which implies a short ratio of 0.44 days. The stock has gained 11.72% over the last year.

16. Barclays PLC (NYSE:BCS): Foreign Money Center Banks Industry. Market cap of $54.91B. Shares shorted have increased from 3.17M to 7.52M over the last three months. Short float at 0.19%, which implies a short ratio of 2.06 days. The stock has lost -8.99% over the last year.

17. American Express Company (NYSE:AXP): Credit Services Industry. Market cap of $54.22B. Shares shorted have increased from 11.92M to 13.55M over the last three months. Short float at 1.2%, which implies a short ratio of 1.42 days. The stock has gained 9.11% over the last year.

18. ABB Ltd. (NYSE:ABB): Industrial Electrical Equipment Industry. Market cap of $50.95B. Shares shorted have increased from 2.3M to 3.73M over the last three months. Short float at 0.19%, which implies a short ratio of 1.81 days. The stock has gained 11.77% over the last year.

19. BlackRock, Inc. (NYSE:BLK): Asset Management Industry. Market cap of $50.02B. Shares shorted have increased from 1.07M to 1.18M over the last three months. Short float at 1.03%, which implies a short ratio of 0.89 days. The stock has lost -16.93% over the last year.

20. CVS Caremark Corporation (NYSE:CVS): Drug Stores Industry. Market cap of $48.01B. Shares shorted have increased from 13.17M to 15.2M over the last three months. Short float at 1.15%, which implies a short ratio of 1.71 days. The stock has gained 6.42% over the last year.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Source: 20 Large Cap Stocks Being Targeted by Short Sellers