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ExxonMobil

3,005 hedge funds and large institutions have $140B invested in ExxonMobil in 2021 Q4 according to their latest regulatory filings, with 422 funds opening new positions, 1,101 increasing their positions, 1,208 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more first-time investments, than exits

New positions opened: 422 | Existing positions closed: 94

12% more funds holding in top 10

Funds holding in top 10: 93104 (+11)

10% more funds holding

Funds holding: 2,7223,005 (+283)

6% more capital invested

Capital invested by funds: $132B → $140B (+$8.19B)

1.18% more ownership

Funds ownership: 53.06%54.24% (+1.2%)

9% less repeat investments, than reductions

Existing positions increased: 1,101 | Existing positions reduced: 1,208

20% less call options, than puts

Call options by funds: $2.77B | Put options by funds: $3.46B

Holders
3,005
Holders Change
+283
Holders Change %
+10.4%
% of All Funds
46.24%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.6%
New
422
Increased
1,101
Reduced
1,208
Closed
94
Calls
$2.77B
Puts
$3.46B
Net Calls
-$685M
Net Calls Change
-$832M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
2476
Insight Advisors
Pennsylvania
$330K +$13.1K +209 +4%
FAG
2477
Fortitude Advisory Group
Washington
$330K +$337K +5,387 New
CNAM
2478
Campbell Newman Asset Management
Wisconsin
$329K
DJYG
2479
David J. Yvars Group
Florida
$328K -$5.63K -90 -2%
SDJVC
2480
St. Denis J. Villere & Co
Louisiana
$328K
STA
2481
Summit Trail Advisors
New York
$328K +$25.9K +415 +8%
LA
2482
Legacy Advisors
Pennsylvania
$327K -$51.7K -827 -13%
ATFA
2483
All Terrain Financial Advisors
Minnesota
$327K -$25K -400 -7%
RPGK
2484
Retirement Planning Group (Kansas)
Kansas
$327K -$125 -2 -0%
AC
2485
Avant Capital
Louisiana
$327K +$334K +5,350 New
SHJ
2486
Sharkey, Howes & Javer
Colorado
$326K -$15.6K -250 -4%
MW
2487
Milestone Wealth
New York
$326K +$333K +5,327 New
BWM
2488
Benchmark Wealth Management
Connecticut
$325K
MIM
2489
Moseley Investment Management
Florida
$325K
BDWM
2490
Brewin Dolphin Wealth Management
Ireland
$324K
DAM
2491
Diamant Asset Management
Connecticut
$324K
CAGAS
2492
Capital Advisory Group Advisory Services
Minnesota
$323K -$1.17M -18,717 -78%
PCTC
2493
Perkins Coie Trust Company
Washington
$323K -$243K -3,886 -42%
PCFFS
2494
Pacific Center for Financial Services
California
$323K -$3.06K -49 -0.9%
FA
2495
Fountainhead AM
New Jersey
$323K +$1.94K +31 +0.6%
AFM
2496
Andesa Financial Management
Pennsylvania
$323K +$5.69K +91 +2%
JEST
2497
JTC Employer Solutions Trustee
Jersey
$322K -$72.5K -1,160 -18%
SWA
2498
SOA Wealth Advisors
New York
$322K -$41K -656 -11%
TA
2499
Tectonic Advisors
Texas
$322K
HPWM
2500
Highland Private Wealth Management
Washington
$321K -$90.7K -1,452 -22%

XOM Hedge Fund Activity: Q4 2021 in Review

3,005 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2021, worth a combined $140B — up 6.2% from $132B a quarter earlier.

Buyers outnumbered sellers: 422 funds opened new XOM positions and 94 closed out — a net gain of 328 holders — while 1,101 added to existing stakes and 1,208 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $888M. The largest seller was Fisher Asset Management, cutting an estimated $249M.

  • 3,005 institutional investors held ExxonMobil (XOM) as of Q4 2021, up from 2,722 in Q3 2021.
  • Funds reported $140B of ExxonMobil stock for Q4 2021, up 6.2% quarter-over-quarter.
  • 422 funds opened new ExxonMobil positions in Q4 2021 and 94 closed out, a net change of +328 holders.
  • The largest ExxonMobil buyer in Q4 2021 was Fidelity Investments, an estimated $888M added.
  • The largest ExxonMobil seller in Q4 2021 was Fisher Asset Management, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2021.