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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
2,447
Holders Change
-287
Holders Change %
-10.5%
% of All Funds
53.91%
Holding in Top 10
84
Holding in Top 10 Change
-94
Holding in Top 10 Change %
-52.81%
% of All Funds
1.85%
New
119
Increased
977
Reduced
1,213
Closed
368
Calls
$1.36B
Puts
$1.82B
Net Calls
-$452M
Net Calls Change
-$76M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$777M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$741M
3
Charles Schwab
Charles Schwab
California
+$605M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$454M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$420M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.01B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.17B
3
Capital World Investors
Capital World Investors
California
-$990M
4
Bank of America
Bank of America
North Carolina
-$654M
5
Capital International Investors
Capital International Investors
California
-$576M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
801
Anchor Investment Management
South Carolina
$2.72M -$157K -2,850 -4%
GBT
802
Grove Bank & Trust
Florida
$2.71M +$182K +3,294 +5%
APA
803
American Portfolios Advisors
New York
$2.71M +$702K +12,717 +22%
WSTAM
804
Wilbanks Smith & Thomas Asset Management
Virginia
$2.71M -$393K -7,123 -9%
CAM
805
Cresset Asset Management
Illinois
$2.69M -$380K -6,886 -9%
CC
806
Capital Counsel
New York
$2.69M -$3.07M -55,538 -44%
AAA
807
Adams Asset Advisors
Texas
$2.68M -$1.14M -20,613 -23%
AAM
808
Aureus Asset Management
Massachusetts
$2.68M -$222K -4,029 -5%
MCM
809
Mengis Capital Management
Oregon
$2.67M -$24.4K -441 -0.6%
NAM
810
NTV Asset Management
West Virginia
$2.67M +$86.4K +1,564 +2%
PAIM
811
Punch & Associates Investment Management
Minnesota
$2.66M +$168K +3,040 +5%
AT
812
Arden Trust
Delaware
$2.65M -$439K -7,958 -10%
CCP
813
Corient Capital Partners
California
$2.64M +$201K +3,635 +6%
HCMNY
814
Howard Capital Management (New York)
New York
$2.63M -$363K -6,569 -9%
DHFB
815
Dixon Hubard Feinour & Brown
Virginia
$2.63M +$171K +3,102 +5%
NSEDCP
816
NJ State Employees Deferred Compensation Plan
New Jersey
$2.62M – – –
LIM
817
Leavell Investment Management
Alabama
$2.62M +$3.2K +58 +0.1%
NCM
818
Narwhal Capital Management
Georgia
$2.61M +$1.15M +20,794 +43%
APP
819
Avantax Planning Partners
Iowa
$2.61M +$8.34K +151 +0.2%
ODCM
820
Old Dominion Capital Management
Virginia
$2.61M +$260K +4,704 +7%
BFO
821
Boston Family Office
Massachusetts
$2.61M -$1.88M -34,112 -33%
CFMC
822
Curbstone Financial Management Corp
New Hampshire
$2.61M -$200K -3,626 -5%
BIM
823
Bridgecreek Investment Management
Oklahoma
$2.58M +$45.6K +825 +1%
ISB
824
Iowa State Bank
Iowa
$2.58M -$170K -3,071 -4%
Lido Advisors
825
Lido Advisors
California
$2.57M +$25.5K +462 +0.7%
31 32
33
34 35

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.