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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
VLC
2576
Van Leeuwen & Company
New Jersey
$291K
ABLA
2577
Alan B. Lancz & Associates
Ohio
$291K +$297K +4,759 New
LC
2578
Lavaca Capital
Texas
$290K -$133K -2,125 -31%
NEAM
2579
New England Asset Management
Connecticut
$290K
MWP
2580
Madison Wealth Partners
Wisconsin
$290K +$6.31K +101 +2%
JAM
2581
Jupiter Asset Management
United Kingdom
$289K -$2.58M -41,209 -90%
BWM
2582
Birchcreek Wealth Management
Ohio
$289K +$30.1K +482 +11%
NMG
2583
New Millennium Group
Utah
$289K +$296K +4,729 New
EA
2584
Evolution Advisers
Virginia
$289K +$296K +4,736 New
AFG
2585
Albion Financial Group
Utah
$288K -$15K -240 -5%
KLI
2586
Kelman-Lazarov Inc
Tennessee
$288K +$1K +16 +0.3%
TAM
2587
Townsend Asset Management
North Carolina
$287K -$10.5K -168 -3%
RW
2588
RVW Wealth
California
$287K +$11.1K +177 +4%
SFG
2589
Sather Financial Group
Texas
$285K -$85.3K -1,365 -23%
WP
2590
Wealthspan Partners
Iowa
$285K +$291K +4,653 New
APP
2591
Alpha Paradigm Partners
Illinois
$285K +$291K +4,659 New
KLWA
2592
Kelly Lawrence W & Associates
California
$284K -$46.9K -750 -14%
CYG
2593
Clean Yield Group
Vermont
$284K -$20.4K -327 -7%
EFS
2594
Econ Financial Services
Pennsylvania
$284K +$290K +4,641 New
SDWMA
2595
Schneider Downs Wealth Management Advisors
Pennsylvania
$283K -$34.2K -547 -11%
AWA
2596
Alaska Wealth Advisors
Alaska
$283K -$16.6K -265 -5%
SCA
2597
Stillwater Capital Advisors
Pennsylvania
$282K +$18.9K +302 +7%
CWA
2598
Capital Wealth Alliance
Arizona
$282K +$66.4K +1,063 +30%
LWMM
2599
Legacy Wealth Management (Mississippi)
Mississippi
$281K +$62.5K +1,000 +28%
AFA
2600
Arlington Financial Advisors
California
$281K

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.