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ExxonMobil

2,734 hedge funds and large institutions have $165B invested in ExxonMobil in 2019 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 821 increasing their positions, 1,349 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more first-time investments, than exits

New positions opened: 332 | Existing positions closed: 72

9% more funds holding

Funds holding: 2,5142,734 (+220)

0.08% more ownership

Funds ownership: 55.77%55.85% (+0.08%)

1% less capital invested

Capital invested by funds: $167B → $165B (-$1.54B)

16% less funds holding in top 10

Funds holding in top 10: 211178 (-33)

18% less call options, than puts

Call options by funds: $1.74B | Put options by funds: $2.12B

39% less repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 1,349

Holders
2,734
Holders Change
+220
Holders Change %
+8.75%
% of All Funds
53.86%
Holding in Top 10
178
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-15.64%
% of All Funds
3.51%
New
332
Increased
821
Reduced
1,349
Closed
72
Calls
$1.74B
Puts
$2.12B
Net Calls
-$376M
Net Calls Change
-$438M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$1.07B +$44.9M +650,022 +4%
Swiss National Bank
27
Swiss National Bank
Switzerland
$983M -$57.8M -835,800 -6%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$949M -$26.9M -389,625 -3%
Capital International Investors
29
Capital International Investors
California
$801M -$64.3M -929,551 -7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$795M +$21.8M +315,008 +3%
PPA
31
Parametric Portfolio Associates
Washington
$770M -$23.7M -343,079 -3%
Invesco
32
Invesco
Georgia
$745M +$5.53M +79,941 +0.8%
AllianceBernstein
33
AllianceBernstein
Tennessee
$713M +$14M +203,108 +2%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$710M -$17.1M -247,721 -2%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$702M -$27.5M -397,202 -4%
Federated Hermes
36
Federated Hermes
Pennsylvania
$692M +$108M +1,559,736 +19%
UBS Group
37
UBS Group
Switzerland
$680M +$42.1M +608,455 +7%
Fayez Sarofim & Co
38
Fayez Sarofim & Co
Texas
$661M -$11.1M -159,802 -2%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$604M -$19.6M -283,846 -3%
Deutsche Bank
40
Deutsche Bank
Germany
$600M -$69.7M -1,008,520 -10%
Caisse de Depot et Placement du Quebec (CDPQ)
41
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$593M -$1.49M -21,573 -0.3%
Ameriprise
42
Ameriprise
Minnesota
$565M -$1.49M -21,481 -0.3%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$561M +$33.9M +490,664 +7%
Barclays
44
Barclays
United Kingdom
$554M +$89.9M +1,299,973 +20%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$540M +$4.26M +61,650 +0.8%
EVM
46
Eaton Vance Management
Massachusetts
$517M -$21.8M -315,355 -4%
Principal Financial Group
47
Principal Financial Group
Iowa
$495M -$9.69M -140,068 -2%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$474M -$6.33M -91,481 -1%
Fisher Asset Management
49
Fisher Asset Management
Washington
$455M -$5.48M -79,201 -1%
ClearBridge Investments
50
ClearBridge Investments
New York
$436M -$18.4M -266,255 -4%

XOM Hedge Fund Activity: Q4 2019 in Review

2,734 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2019, worth a combined $165B — down 0.92% from $167B a quarter earlier.

Buyers outnumbered sellers: 332 funds opened new XOM positions and 72 closed out — a net gain of 260 holders — while 821 added to existing stakes and 1,349 trimmed.

The largest buyer was State Street, adding an estimated $347M. The largest seller was Capital World Investors, cutting an estimated $1.04B.

  • 2,734 institutional investors held ExxonMobil (XOM) as of Q4 2019, up from 2,514 in Q3 2019.
  • Funds reported $165B of ExxonMobil stock for Q4 2019, down 0.92% quarter-over-quarter.
  • 332 funds opened new ExxonMobil positions in Q4 2019 and 72 closed out, a net change of +260 holders.
  • The largest ExxonMobil buyer in Q4 2019 was State Street, an estimated $347M added.
  • The largest ExxonMobil seller in Q4 2019 was Capital World Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q4 2019.