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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
Retirement Systems of Alabama
101
Retirement Systems of Alabama
Alabama
$174M -$3.78M -54,730 -2%
Pzena Investment Management
102
Pzena Investment Management
New York
$173M -$827K -11,965 -0.5%
Russell Investments Group
103
Russell Investments Group
United Kingdom
$169M +$6.09M +88,063 +4%
Asset Management One
104
Asset Management One
Japan
$168M +$302K +4,362 +0.2%
HL
105
Harding Loevner
New Jersey
$167M -$21.5M -310,905 -11%
Brown Advisory
106
Brown Advisory
Maryland
$165M -$4.01M -57,994 -2%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$164M +$3.87M +56,009 +2%
Aviva
108
Aviva
United Kingdom
$164M +$2.02M +29,185 +1%
Neuberger Berman Group
109
Neuberger Berman Group
New York
$158M -$10.3M -148,243 -6%
Balyasny Asset Management
110
Balyasny Asset Management
Illinois
$157M +$155M +2,243,515 New
EIP
111
Epoch Investment Partners
New York
$148M -$7.25M -104,828 -5%
KP
112
Kiltearn Partners
United Kingdom
$144M +$13.2M +190,300 +10%
KeyBank National Association
113
KeyBank National Association
Ohio
$141M -$9.06M -131,064 -6%
RFC
114
Regions Financial Corp
Alabama
$139M -$1.67M -24,176 -1%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$139M +$7.05M +101,969 +5%
GT
116
Glenmede Trust
Pennsylvania
$134M -$12.8M -184,395 -9%
PAMU
117
Pictet Asset Management (UK)
United Kingdom
$133M +$16.8M +243,402 +15%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$132M +$1.32M +19,090 +1%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$131M -$3.84M -55,514 -3%
GIA
120
Gateway Investment Advisers
Ohio
$130M -$11.3M -163,053 -8%
Citadel Advisors
121
Citadel Advisors
Florida
$130M +$118M +1,701,593 +1,058%
BF
122
BOK Financial
Oklahoma
$130M +$278K +4,019 +0.2%
SCCM
123
Schafer Cullen Capital Management
New York
$129M -$15M -217,056 -10%
BG
124
Bahl & Gaynor
Ohio
$127M -$12M -172,890 -9%
ORIO
125
Old Republic International (ORI)
Illinois
$121M +$50.8M +734,000 +73%

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.