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ExxonMobil

2,553 hedge funds and large institutions have $90.3B invested in ExxonMobil in 2020 Q4 according to their latest regulatory filings, with 402 funds opening new positions, 652 increasing their positions, 1,335 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 402 | Existing positions closed: 111

49% more funds holding in top 10

Funds holding in top 10: 4567 (+22)

21% more capital invested

Capital invested by funds: $74.5B → $90.3B (+$15.8B)

11% more funds holding

Funds holding: 2,2962,553 (+257)

0.36% more ownership

Funds ownership: 51.42%51.78% (+0.36%)

4% less call options, than puts

Call options by funds: $2.62B | Put options by funds: $2.72B

51% less repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 1,335

Holders
2,553
Holders Change
+257
Holders Change %
+11.19%
% of All Funds
45.17%
Holding in Top 10
67
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+48.89%
% of All Funds
1.19%
New
402
Increased
652
Reduced
1,335
Closed
111
Calls
$2.62B
Puts
$2.72B
Net Calls
-$101M
Net Calls Change
+$979M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2501
Marquette Asset Management
Minnesota
$18K
CFG
2502
CKW Financial Group
Hawaii
$16K
SMG
2503
Spectrum Management Group
Indiana
$16K +$150 +4 +1%
FWM
2504
Filbrandt Wealth Management
Wisconsin
$16K +$4.95K +132 +51%
HFM
2505
Harvest Fund Management
China
$16K +$14.7K +392 New
RWG
2506
Regal Wealth Group
California
$15K +$675 +18 +5%
OIS
2507
Okabena Investment Services
Minnesota
$14K
SCA
2508
Stuart Chaussee & Associates
California
$13K
EAM
2509
Eukles Asset Management
Ohio
$13K +$487 +13 +4%
SL
2510
Savior LLC
Massachusetts
$12K -$47.9K -1,277 -82%
NL
2511
NVWM LLC
Pennsylvania
$12K -$7.12K -190 -39%
OIM
2512
Oder Investment Management
California
$12K +$10.8K +288 New
KFAA
2513
Klaas Financial Asset Advisors
Illinois
$12K +$11K +294 New
CPWM
2514
Cypress Point Wealth Management
Texas
$11K +$10.3K +274 New
RWML
2515
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$10.1K -$27.2K -726 -75%
ACA
2516
Atlas Capital Advisors
Wyoming
$10K +$9.11K +243 New
IAS
2517
IMA Advisory Services
Colorado
$10K -$3.6K -96 -28%
IF
2518
Ironwood Financial
Arizona
$10K
MAWCM
2519
Mine & Arao Wealth Creation & Management
California
$10K +$37 +1 +0.4%
MS
2520
Mizuho Securities
Japan
$9K -$28.1K -750 -77%
BBP
2521
Banco BTG Pactual
Brazil
$9K +$7.91K +211 New
AIA
2522
Arcadia Investment Advisors
Idaho
$8.24K
BCMIO
2523
Beacon Capital Management Inc (Ohio)
Ohio
$8K
PLU
2524
Performa Ltd (US)
South Carolina
$8K +$7.5K +200 New
FAM
2525
Fred Alger Management
New York
$7K

XOM Hedge Fund Activity: Q4 2020 in Review

2,553 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2020, worth a combined $90.3B — up 21% from $74.5B a quarter earlier.

Buyers outnumbered sellers: 402 funds opened new XOM positions and 111 closed out — a net gain of 291 holders — while 652 added to existing stakes and 1,335 trimmed.

The largest buyer was State Street, adding an estimated $859M. The largest seller was Capital Research Global Investors, cutting an estimated $1.04B.

  • 2,553 institutional investors held ExxonMobil (XOM) as of Q4 2020, up from 2,296 in Q3 2020.
  • Funds reported $90.3B of ExxonMobil stock for Q4 2020, up 21% quarter-over-quarter.
  • 402 funds opened new ExxonMobil positions in Q4 2020 and 111 closed out, a net change of +291 holders.
  • The largest ExxonMobil buyer in Q4 2020 was State Street, an estimated $859M added.
  • The largest ExxonMobil seller in Q4 2020 was Capital Research Global Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q4 2020.