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ExxonMobil

2,514 hedge funds and large institutions have $167B invested in ExxonMobil in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 973 increasing their positions, 1,198 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $1.88B | Put options by funds: $1.82B

0.01% more ownership

Funds ownership: 55.76%55.77% (+0.01%)

1% less funds holding

Funds holding: 2,5332,514 (-19)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

8% less capital invested

Capital invested by funds: $181B → $167B (-$14.1B)

19% less repeat investments, than reductions

Existing positions increased: 973 | Existing positions reduced: 1,198

21% less funds holding in top 10

Funds holding in top 10: 266211 (-55)

Holders
2,514
Holders Change
-19
Holders Change %
-0.75%
% of All Funds
55.12%
Holding in Top 10
211
Holding in Top 10 Change
-55
Holding in Top 10 Change %
-20.68%
% of All Funds
4.63%
New
81
Increased
973
Reduced
1,198
Closed
82
Calls
$1.88B
Puts
$1.82B
Net Calls
+$62.3M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$1.05B +$7.44M +102,856 +0.7%
UBS AM
27
UBS AM
Illinois
$1.03B +$40.4M +558,753 +4%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$988M -$25.1M -347,412 -2%
Capital International Investors
29
Capital International Investors
California
$876M +$212M +2,931,033 +31%
PPA
30
Parametric Portfolio Associates
Washington
$803M -$53.8M -744,570 -6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$782M -$10.7M -148,182 -1%
Invesco
32
Invesco
Georgia
$748M -$22.9M -316,074 -3%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$738M +$138M +1,902,091 +22%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$736M -$9.07M -125,500 -1%
AllianceBernstein
35
AllianceBernstein
Tennessee
$707M -$43.4M -599,800 -6%
Fayez Sarofim & Co
36
Fayez Sarofim & Co
Texas
$680M -$22.5M -311,413 -3%
Deutsche Bank
37
Deutsche Bank
Germany
$679M +$17.1M +235,845 +3%
UBS Group
38
UBS Group
Switzerland
$646M -$149M -2,065,540 -18%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$631M -$5.99M -82,854 -0.9%
Caisse de Depot et Placement du Quebec (CDPQ)
40
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$601M +$143K +1,973 +0%
Federated Hermes
41
Federated Hermes
Pennsylvania
$590M -$17.7M -244,325 -3%
Ameriprise
42
Ameriprise
Minnesota
$573M -$4.13M -57,165 -0.7%
EVM
43
Eaton Vance Management
Massachusetts
$545M -$22.4M -310,181 -4%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$542M +$6.79M +93,918 +1%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$533M -$4.15M -57,328 -0.8%
Principal Financial Group
46
Principal Financial Group
Iowa
$511M -$2.9M -40,161 -0.6%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$492M +$20.7M +285,886 +4%
Barclays
48
Barclays
United Kingdom
$469M -$53M -732,531 -10%
Fisher Asset Management
49
Fisher Asset Management
Washington
$466M +$70.1M +969,474 +17%
ClearBridge Investments
50
ClearBridge Investments
New York
$453M +$8.13M +112,483 +2%

XOM Hedge Fund Activity: Q3 2019 in Review

2,514 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2019, worth a combined $167B — down 7.8% from $181B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of XOM and 81 opened new positions — a net loss of 1 holder — while 1,198 trimmed existing stakes and 973 added.

The largest buyer was Capital World Investors, adding an estimated $817M. The largest seller was LSV Asset Management, cutting an estimated $332M.

  • 2,514 institutional investors held ExxonMobil (XOM) as of Q3 2019, down from 2,533 in Q2 2019.
  • Funds reported $167B of ExxonMobil stock for Q3 2019, down 7.8% quarter-over-quarter.
  • 81 funds opened new ExxonMobil positions in Q3 2019 and 82 closed out, a net change of -1 holder.
  • The largest ExxonMobil buyer in Q3 2019 was Capital World Investors, an estimated $817M added.
  • The largest ExxonMobil seller in Q3 2019 was LSV Asset Management, an estimated $332M sold.

Based on aggregated 13F filings for Q3 2019.