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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$27.9B +$356M +4,666,996 +1%
BlackRock
2
BlackRock
New York
$22.6B -$330M -4,326,671 -2%
State Street
3
State Street
Massachusetts
$16.5B +$83.8M +1,099,105 +0.5%
Capital Research Global Investors
4
Capital Research Global Investors
California
$5.04B +$534M +7,000,222 +13%
Northern Trust
5
Northern Trust
Illinois
$4.65B +$23.8M +311,887 +0.5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.59B +$356M +4,664,609 +9%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$4.22B -$505M -6,625,339 -11%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$4.2B +$34.2M +448,267 +0.9%
Bank of America
9
Bank of America
North Carolina
$4.07B +$532M +6,977,477 +16%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$3.86B +$232M +3,038,704 +7%
Norges Bank
11
Norges Bank
Norway
$3.38B +$65.6M +859,841 +2%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$3B
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$2.64B -$100M -1,313,115 -4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.57B -$58.4M -766,589 -2%
Capital World Investors
15
Capital World Investors
California
$2.53B +$1.17B +15,368,539 +96%
Charles Schwab
16
Charles Schwab
California
$2.08B +$41.8M +547,607 +2%
Legal & General Group
17
Legal & General Group
United Kingdom
$2.07B +$314M +4,119,440 +19%
Wells Fargo
18
Wells Fargo
California
$1.93B -$9.71M -127,386 -0.5%
Franklin Resources
19
Franklin Resources
California
$1.82B +$123M +1,612,143 +8%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.79B +$16.1M +211,473 +1%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$1.48B -$11.2M -146,481 -0.8%
Goldman Sachs
22
Goldman Sachs
New York
$1.39B -$247M -3,236,524 -16%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$1.38B +$36.1M +472,839 +3%
Morgan Stanley
24
Morgan Stanley
New York
$1.29B -$41.5M -543,999 -3%
Swiss National Bank
25
Swiss National Bank
Switzerland
$1.22B +$30.3M +397,200 +3%

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.