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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
JWS
2626
Juncture Wealth Strategies
Arizona
$270K +$2.06K +33 +0.8%
IWA
2627
IBEX Wealth Advisors
New Jersey
$270K +$22.3K +356 +9%
CPA
2628
Capital Planning Advisors
California
$270K +$31.5K +504 +13%
WCM
2629
Wallace Capital Management
Texas
$269K -$316K -5,050 -53%
GWAG
2630
Garrett Wealth Advisory Group
Texas
$269K -$6.88K -110 -2%
BC
2631
Bowman & Company
Wisconsin
$269K +$277K +4,436 New
KA
2632
Kozak & Associates
Colorado
$268K -$1.15M -18,446 -85%
CIS
2633
Connors Investor Services
Pennsylvania
$268K
CWM
2634
Collaborative Wealth Management
Florida
$268K +$274K +4,381 New
CFS
2635
Cannon Financial Strategists
Georgia
$267K
SFS
2636
Security Financial Services
Indiana
$267K +$272K +4,358 New
SCM
2637
Silvant Capital Management
Georgia
$266K
SDH
2638
Sloy Dahl & Holst
Washington
$266K
SSA
2639
South Street Advisors
New York
$266K
CF
2640
Copperwynd Financial
Arizona
$266K +$6.31K +101 +2%
VFM
2641
Vivid Financial Management
California
$266K +$271K +4,343 New
GPA
2642
Garrison Point Advisors
California
$265K +$500 +8 +0.2%
RWM
2643
RKL Wealth Management
Pennsylvania
$265K +$6K +96 +2%
MI
2644
Moneywise Inc
Virginia
$263K -$10K -160 -4%
NW
2645
NewEdge Wealth
Pennsylvania
$263K -$437 -7 -0.2%
PGWM
2646
Pitti Group Wealth Management
New York
$263K +$269K +4,303 New
TIA
2647
Traphagen Investment Advisors
New Jersey
$263K
FDCC
2648
Foster Dykema Cabot & Co
Massachusetts
$262K -$68.6K -1,098 -20%
RPCA
2649
Running Point Capital Advisors
California
$262K -$38.4K -615 -13%
GB
2650
Goepper Burkhardt
South Carolina
$262K +$62 +1 +0%

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.