ExxonMobil
XOM
2,471 hedge funds and large institutions have $98.6B invested in ExxonMobil in 2020 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 904 increasing their positions, 1,223 reducing their positions, and 116 closing their positions.
41% more first-time investments, than exits
New positions opened: 163 | Existing positions closed: 116
15% more capital invested
Capital invested by funds: $85.9B → $98.6B (+$12.8B)
1% more funds holding
Funds holding: 2,447 → 2,471 (+24)
1.19% less ownership
Funds ownership: 53.44% → 52.25% (-1.2%)
8% less funds holding in top 10
Funds holding in top 10: 84 → 77 (-7)
20% less call options, than puts
Call options by funds: $1.85B | Put options by funds: $2.3B
26% less repeat investments, than reductions
Existing positions increased: 904 | Existing positions reduced: 1,223
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$655M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$199M |
| 3 |
Morgan Stanley
New York
|
+$162M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$72.4M |
| 5 |
JP Morgan Chase
New York
|
+$67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$525M |
| 2 |
D.E. Shaw & Co
New York
|
-$285M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$257M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$219M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$171M |
XOM Hedge Fund Activity: Q2 2020 in Review
2,471 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q2 2020, worth a combined $98.6B — up 15% from $85.9B a quarter earlier.
Buyers outnumbered sellers: 163 funds opened new XOM positions and 116 closed out — a net gain of 47 holders — while 904 added to existing stakes and 1,223 trimmed.
The largest buyer was State Street, adding an estimated $655M. The largest seller was Capital Research Global Investors, cutting an estimated $525M.
- 2,471 institutional investors held ExxonMobil (XOM) as of Q2 2020, up from 2,447 in Q1 2020.
- Funds reported $98.6B of ExxonMobil stock for Q2 2020, up 15% quarter-over-quarter.
- 163 funds opened new ExxonMobil positions in Q2 2020 and 116 closed out, a net change of +47 holders.
- The largest ExxonMobil buyer in Q2 2020 was State Street, an estimated $655M added.
- The largest ExxonMobil seller in Q2 2020 was Capital Research Global Investors, an estimated $525M sold.
Based on aggregated 13F filings for Q2 2020.