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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
PD
2601
Planning Directions
Pennsylvania
$280K -$24.9K -399 -8%
BWM
2602
Blossom Wealth Management
California
$280K +$25K +400 +10%
AO
2603
Advisor OS
Illinois
$280K +$28.5K +456 +11%
VAG
2604
VisionPoint Advisory Group
Texas
$280K +$215K +3,436 New
SFC
2605
SYM Financial Corp
Indiana
$280K +$286K +4,571 New
RCA
2606
Riverview Capital Advisers
Massachusetts
$280K +$286K +4,572 New
PIA
2607
Powell Investment Advisors
Florida
$279K -$137K -2,200 -33%
COI
2608
Connable Office Inc
Michigan
$278K
MPAM
2609
Murphy Pohlad Asset Management
Minnesota
$278K
MCM
2610
Manchester Capital Management
Vermont
$277K -$77.3K -1,237 -21%
AWS
2611
Arkfeld Wealth Strategies
Nebraska
$276K -$25K -400 -9%
MPW
2612
MA Private Wealth
California
$276K -$20.4K -327 -7%
ODG
2613
O'Dell Group
Ohio
$276K -$812 -13 -0.3%
ERWM
2614
Elk River Wealth Management
Colorado
$276K +$12.8K +205 +5%
ODIJL
2615
One Day In July LLC
Vermont
$274K -$6.94K -111 -2%
RWRC
2616
R.W. Roge & Company
New York
$274K
LGA
2617
Lebenthal Global Advisors
New York
$273K -$117K -1,876 -30%
TPW
2618
Tiller Private Wealth
Pennsylvania
$273K
RCG
2619
Rock Creek Group
District of Columbia
$273K +$19.3K +309 +7%
HI
2620
HBK Investments
Texas
$273K +$278K +4,454 New
IIM
2621
InTrack Investment Management
Vermont
$272K -$6.25K -100 -2%
MAG
2622
MRA Advisory Group
New Jersey
$272K +$9.75K +156 +4%
SCA
2623
Southern Capital Advisors
Tennessee
$272K +$277K +4,439 New
SL
2624
Salomon & Ludwin
Virginia
$272K +$278K +4,442 New
WLPWM
2625
Walled Lake Planning & Wealth Management
Illinois
$271K -$26.6K -426 -9%

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.