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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
BONST
2501
Bank of Nova Scotia Trust
Ontario, Canada
$321K +$375 +6 +0.1%
ICM
2502
IMS Capital Management
Oregon
$321K +$500 +8 +0.2%
NCMW
2503
Northern Capital Management (Washington)
Washington
$321K +$687 +11 +0.2%
RFP
2504
Roth Financial Partners
Texas
$320K -$160K -2,553 -33%
AL
2505
Arnhold LLC
New York
$320K
EWA
2506
Encompass Wealth Advisors
Oregon
$320K
ARG
2507
Advisory Resource Group
Oklahoma
$320K +$30.8K +493 +13%
PAM
2508
Pegasus Asset Management
New York
$319K +$187 +3 +0.1%
CC
2509
Claybrook Capital
Massachusetts
$317K +$324K +5,181 New
PCM
2510
Pennsylvania Capital Management
Pennsylvania
$316K
AC
2511
Addison Capital
Pennsylvania
$315K -$6.75K -108 -2%
RPA
2512
Rock Point Advisors
Vermont
$315K +$12.5K +200 +4%
PO
2513
Private Ocean
California
$314K -$79.7K -1,275 -20%
OTL
2514
Oak Thistle LLC
New York
$314K +$320K +5,127 New
SEP
2515
Southland Equity Partners
Missouri
$314K +$7.69K +123 +2%
HPIA
2516
Hamilton Point Investment Advisors
North Carolina
$313K -$6.25K -100 -2%
PA
2517
Paragon Advisors
Texas
$313K +$62 +1 +0%
BWP
2518
Bernardo Wealth Planning
Pennsylvania
$313K +$6.38K +102 +2%
AssetMark Inc
2519
AssetMark Inc
California
$312K +$7.69K +123 +2%
MVA
2520
Mount Vernon Associates
Maryland
$311K -$18.8K -300 -6%
MC
2521
Mathes Company
New York
$311K
RI
2522
Ridgewood Investments
New Jersey
$311K
WBCM
2523
Wilson & Boucher Capital Management
California
$311K +$317K +5,075 New
LC
2524
Landaas & Company
Wisconsin
$310K
HWM
2525
Horizon Wealth Management
Illinois
$310K +$316K +5,063 New

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.