ExxonMobil
XOM
2,447 hedge funds and large institutions have $85.9B invested in ExxonMobil in 2020 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 977 increasing their positions, 1,213 reducing their positions, and 368 closing their positions.
2.41% less ownership
Funds ownership: 55.85% → 53.44% (-2.4%)
10% less funds holding
Funds holding: 2,734 → 2,447 (-287)
19% less repeat investments, than reductions
Existing positions increased: 977 | Existing positions reduced: 1,213
25% less call options, than puts
Call options by funds: $1.36B | Put options by funds: $1.82B
48% less capital invested
Capital invested by funds: $165B → $85.9B (-$79.1B)
53% less funds holding in top 10
Funds holding in top 10: 178 → 84 (-94)
68% less first-time investments, than exits
New positions opened: 119 | Existing positions closed: 368
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$777M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$741M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$605M |
| 4 |
D.E. Shaw & Co
New York
|
+$454M |
| 5 |
First Eagle Investment Management
New York
|
+$420M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.01B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.17B |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$990M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$654M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$576M |
XOM Hedge Fund Activity: Q1 2020 in Review
2,447 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2020, worth a combined $85.9B — down 48% from $165B a quarter earlier.
Sellers outnumbered buyers: 368 funds closed out of XOM and 119 opened new positions — a net loss of 249 holders — while 1,213 trimmed existing stakes and 977 added.
The largest buyer was Fidelity Investments, adding an estimated $777M. The largest seller was Wellington Management Group, cutting an estimated $2.01B.
- 2,447 institutional investors held ExxonMobil (XOM) as of Q1 2020, down from 2,734 in Q4 2019.
- Funds reported $85.9B of ExxonMobil stock for Q1 2020, down 48% quarter-over-quarter.
- 119 funds opened new ExxonMobil positions in Q1 2020 and 368 closed out, a net change of -249 holders.
- The largest ExxonMobil buyer in Q1 2020 was Fidelity Investments, an estimated $777M added.
- The largest ExxonMobil seller in Q1 2020 was Wellington Management Group, an estimated $2.01B sold.
Based on aggregated 13F filings for Q1 2020.