ExxonMobil
XOM
2,699 hedge funds and large institutions have $124B invested in ExxonMobil in 2021 Q1 according to their latest regulatory filings, with 277 funds opening new positions, 1,067 increasing their positions, 1,121 reducing their positions, and 105 closing their positions.
164% more first-time investments, than exits
New positions opened: 277 | Existing positions closed: 105
42% more funds holding in top 10
Funds holding in top 10: 67 → 95 (+28)
37% more capital invested
Capital invested by funds: $90.3B → $124B (+$33.6B)
6% more funds holding
Funds holding: 2,553 → 2,699 (+146)
0.83% more ownership
Funds ownership: 51.78% → 52.61% (+0.83%)
5% less repeat investments, than reductions
Existing positions increased: 1,067 | Existing positions reduced: 1,121
13% less call options, than puts
Call options by funds: $3.04B | Put options by funds: $3.48B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$764M |
| 2 |
State Street
Boston,
Massachusetts
|
+$316M |
| 3 |
BlackRock
New York
|
+$280M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$265M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$256M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$776M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$444M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$332M |
| 4 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$293M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$291M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
2801
IFS Advisors
Overland Park,
Kansas
| – | -$5K | -141 | Closed |
|
|
HFS
2802
Horizon Financial Services
Winston Salem,
North Carolina
| – | -$5K | -123 | Closed |
|
|
IA
2803
Inspire Advisors
Meridian,
Idaho
| – | -$5K | -115 | Closed |
|
|
BDWCC
2804
B&D White Capital Company
Lakeway,
Texas
| – | -$2K | -60 | Closed |
|
|
MS
2805
Marshall & Sullivan
Seattle,
Washington
| – | -$700 | -29 | Closed |
|
2806
Simplex Trading
Chicago,
Illinois
| – | +$16.1M | +307,391 | +37,260% |
|
XOM Hedge Fund Activity: Q1 2021 in Review
2,699 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2021, worth a combined $124B — up 37% from $90.3B a quarter earlier.
Buyers outnumbered sellers: 277 funds opened new XOM positions and 105 closed out — a net gain of 172 holders — while 1,067 added to existing stakes and 1,121 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $764M. The largest seller was Charles Schwab, cutting an estimated $776M.
- 2,699 institutional investors held ExxonMobil (XOM) as of Q1 2021, up from 2,553 in Q4 2020.
- Funds reported $124B of ExxonMobil stock for Q1 2021, up 37% quarter-over-quarter.
- 277 funds opened new ExxonMobil positions in Q1 2021 and 105 closed out, a net change of +172 holders.
- The largest ExxonMobil buyer in Q1 2021 was Fidelity Investments, an estimated $764M added.
- The largest ExxonMobil seller in Q1 2021 was Charles Schwab, an estimated $776M sold.
Based on aggregated 13F filings for Q1 2021.