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ExxonMobil

2,559 hedge funds and large institutions have $191B invested in ExxonMobil in 2019 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 1,053 increasing their positions, 1,142 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $157B → $191B (+$33.2B)

21% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 97

15% more funds holding in top 10

Funds holding in top 10: 290333 (+43)

11% more call options, than puts

Call options by funds: $2.1B | Put options by funds: $1.89B

0.9% more ownership

Funds ownership: 54.9%55.81% (+0.9%)

0% less funds holding

Funds holding: 2,5712,559 (-12)

8% less repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 1,142

Holders
2,559
Holders Change
-12
Holders Change %
-0.47%
% of All Funds
55.38%
Holding in Top 10
333
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+14.83%
% of All Funds
7.21%
New
117
Increased
1,053
Reduced
1,142
Closed
97
Calls
$2.1B
Puts
$1.89B
Net Calls
+$209M
Net Calls Change
+$47.4M
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
51
APG Asset Management
Netherlands
$584M +$90.9M +1,192,100 +17%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$531M -$2.87M -37,583 -0.6%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$519M -$10.5M -138,059 -2%
ClearBridge Investments
54
ClearBridge Investments
New York
$517M -$2.36M -31,010 -0.5%
AIG
55
American International Group
New York
$510M -$18.9M -247,383 -4%
Fisher Asset Management
56
Fisher Asset Management
Washington
$501M +$20.4M +266,933 +5%
US Bancorp
57
US Bancorp
Minnesota
$483M -$3.84M -50,310 -0.8%
CSIA
58
Charles Schwab Investment Advisory
California
$466M +$70.7M +927,920 +19%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$464M -$140K -1,831 -0%
HighTower Advisors
60
HighTower Advisors
Illinois
$449M -$3.04M -39,915 -0.7%
Aberdeen Group
61
Aberdeen Group
United Kingdom
$414M -$119M -1,559,956 -23%
CS
62
Credit Suisse
Switzerland
$403M -$79.6M -1,043,614 -17%
Canada Life
63
Canada Life
Manitoba, Canada
$403M -$8.4M -110,199 -2%
AAMU
64
Amundi Asset Management US
Massachusetts
$399M -$141M -1,848,075 -27%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$393M -$9.4M -123,329 -2%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$385M +$132M +1,726,061 +57%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$378M +$10M +131,744 +3%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$369M -$19.9M -261,315 -5%
CWG
69
C WorldWide Group
Denmark
$341M -$2.98M -39,023 -0.9%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$327M +$3.11M +40,803 +1%
RJA
71
Raymond James & Associates
Florida
$326M +$5.74M +75,323 +2%
National Pension Service
72
National Pension Service
South Korea
$318M +$11.1M +145,080 +4%
PI
73
Putnam Investments
Massachusetts
$314M -$10.5M -137,127 -3%
State of New Jersey Common Pension Fund D
74
State of New Jersey Common Pension Fund D
New Jersey
$314M -$2.2M -28,900 -0.7%
HT
75
HighTower Trust
Texas
$303M -$5.6M -73,491 -2%

XOM Hedge Fund Activity: Q1 2019 in Review

2,559 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2019, worth a combined $191B — up 21% from $157B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new XOM positions and 97 closed out — a net gain of 20 holders — while 1,053 added to existing stakes and 1,142 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.17B. The largest seller was Wellington Management Group, cutting an estimated $505M.

  • 2,559 institutional investors held ExxonMobil (XOM) as of Q1 2019, down from 2,571 in Q4 2018.
  • Funds reported $191B of ExxonMobil stock for Q1 2019, up 21% quarter-over-quarter.
  • 117 funds opened new ExxonMobil positions in Q1 2019 and 97 closed out, a net change of +20 holders.
  • The largest ExxonMobil buyer in Q1 2019 was Capital World Investors, an estimated $1.17B added.
  • The largest ExxonMobil seller in Q1 2019 was Wellington Management Group, an estimated $505M sold.

Based on aggregated 13F filings for Q1 2019.