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ExxonMobil

2,723 hedge funds and large institutions have $132B invested in ExxonMobil in 2021 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 1,107 increasing their positions, 1,148 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 123

5% more call options, than puts

Call options by funds: $3.34B | Put options by funds: $3.19B

0.2% more ownership

Funds ownership: 52.86%53.06% (+0.2%)

1% less funds holding

Funds holding: 2,7482,723 (-25)

4% less repeat investments, than reductions

Existing positions increased: 1,107 | Existing positions reduced: 1,148

6% less capital invested

Capital invested by funds: $141B → $132B (-$8.73B)

14% less funds holding in top 10

Funds holding in top 10: 10893 (-15)

Holders
2,723
Holders Change
-25
Holders Change %
-0.91%
% of All Funds
47.66%
Holding in Top 10
93
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-13.89%
% of All Funds
1.63%
New
136
Increased
1,107
Reduced
1,148
Closed
123
Calls
$3.34B
Puts
$3.19B
Net Calls
+$148M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$20.8B -$7.26M -127,453 -0%
BlackRock
2
BlackRock
New York
$15.5B -$373M -6,545,203 -2%
State Street
3
State Street
Massachusetts
$14.8B -$21M -367,613 -0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.28B -$88.7M -1,555,996 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.95B +$108M +1,895,733 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.93B -$79M -1,385,864 -3%
Northern Trust
7
Northern Trust
Illinois
$2.87B -$107M -1,874,914 -4%
Norges Bank
8
Norges Bank
Norway
$2.86B +$467M +8,201,758 +20%
Bank of America
9
Bank of America
North Carolina
$2.77B +$181M +3,167,481 +7%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$1.8B -$178M -3,127,600 -9%
Charles Schwab
11
Charles Schwab
California
$1.79B +$15M +262,517 +0.9%
Capital World Investors
12
Capital World Investors
California
$1.78B +$187M +3,281,042 +12%
GQG Partners
13
GQG Partners
Florida
$1.56B +$703M +12,332,190 +86%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$1.47B -$24.3M -427,021 -2%
Franklin Resources
15
Franklin Resources
California
$1.41B -$374M -6,555,998 -22%
Legal & General Group
16
Legal & General Group
United Kingdom
$1.35B -$25.6M -450,016 -2%
Morgan Stanley
17
Morgan Stanley
New York
$1.35B +$77.1M +1,352,796 +6%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$1.13B -$29.1M -510,704 -3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.07B -$38.1M -667,967 -4%
Amundi
20
Amundi
France
$1.03B +$108M +1,890,660 +12%
Swiss National Bank
21
Swiss National Bank
Switzerland
$985M -$29.8M -522,700 -3%
Deutsche Bank
22
Deutsche Bank
Germany
$969M +$236M +4,139,065 +34%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$936M -$9.17M -160,947 -1%
N
24
Nuveen
North Carolina
$916M -$179M -3,133,798 -17%
UBS AM
25
UBS AM
Illinois
$909M +$11.7M +204,808 +1%

XOM Hedge Fund Activity: Q3 2021 in Review

2,723 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2021, worth a combined $132B — down 6.2% from $141B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XOM positions and 123 closed out — a net gain of 13 holders — while 1,107 added to existing stakes and 1,148 trimmed.

The largest buyer was GQG Partners, adding an estimated $703M. The largest seller was APG Asset Management, exiting entirely with an estimated $436M sold.

  • 2,723 institutional investors held ExxonMobil (XOM) as of Q3 2021, down from 2,748 in Q2 2021.
  • Funds reported $132B of ExxonMobil stock for Q3 2021, down 6.2% quarter-over-quarter.
  • 136 funds opened new ExxonMobil positions in Q3 2021 and 123 closed out, a net change of +13 holders.
  • The largest ExxonMobil buyer in Q3 2021 was GQG Partners, an estimated $703M added.
  • The largest ExxonMobil seller in Q3 2021 was APG Asset Management, an estimated $436M sold.

Based on aggregated 13F filings for Q3 2021.