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ExxonMobil

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.

New
Increased
Maintained
Reduced
Closed

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: 6795 (+28)

37% more capital invested

Capital invested by funds: $90.3B → $124B (+$33.6B)

6% more funds holding

Funds holding: 2,5532,699 (+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

Holders
2,699
Holders Change
+146
Holders Change %
+5.72%
% of All Funds
47.38%
Holding in Top 10
95
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+41.79%
% of All Funds
1.67%
New
277
Increased
1,067
Reduced
1,121
Closed
105
Calls
$3.04B
Puts
$3.48B
Net Calls
-$437M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$19.5B +$265M +5,045,827 +1%
BlackRock
2
BlackRock
New York
$15.8B +$280M +5,345,503 +2%
State Street
3
State Street
Massachusetts
$13.8B +$316M +6,036,204 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.76B +$764M +14,579,468 +21%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.52B +$1.44M +27,414 +0%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$3.03B +$247M +4,703,848 +9%
Northern Trust
7
Northern Trust
Illinois
$2.86B -$57.7M -1,100,396 -2%
Norges Bank
8
Norges Bank
Norway
$2.32B +$81.8M +1,559,747 +4%
Franklin Resources
9
Franklin Resources
California
$1.97B -$291M -5,544,968 -14%
Bank of America
10
Bank of America
North Carolina
$1.94B +$235M +4,473,825 +15%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$1.88B
Charles Schwab
12
Charles Schwab
California
$1.57B -$776M -14,792,726 -34%
Morgan Stanley
13
Morgan Stanley
New York
$1.54B +$163M +3,114,113 +13%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$1.45B -$47M -896,327 -3%
Legal & General Group
15
Legal & General Group
United Kingdom
$1.27B -$53M -1,010,723 -4%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$1.14B -$41M -781,459 -4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.04B -$3.58M -68,249 -0.4%
Capital World Investors
18
Capital World Investors
California
$1.04B +$237M +4,528,799 +32%
N
19
Nuveen
North Carolina
$1.02B +$195M +3,710,698 +25%
UBS AM
20
UBS AM
Illinois
$992M +$177M +3,380,503 +23%
AAMU
21
Amundi Asset Management US
Massachusetts
$925M +$47.5M +905,502 +6%
Swiss National Bank
22
Swiss National Bank
Switzerland
$908M -$4.4M -83,887 -0.5%
Wells Fargo
23
Wells Fargo
California
$777M -$40.2M -766,779 -5%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$762M -$28.2M -537,420 -4%
JP Morgan Chase
25
JP Morgan Chase
New York
$755M +$14.6M +278,926 +2%

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.