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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
ST
2701
Somerset Trust
Pennsylvania
$240K
NRW
2702
Nova R Wealth
Kansas
$240K +$245K +3,916 New
MAC
2703
Mason & Associates (California)
California
$240K +$245K +3,920 New
MFW
2704
Mosaic Family Wealth
Missouri
$239K -$141K -2,253 -37%
DWM
2705
Defined Wealth Management
Oregon
$239K
LSC
2706
Lesa Sroufe & Co
Washington
$239K
NICM
2707
Neo Ivy Capital Management
New York
$239K +$178K +2,851 +269%
WPA
2708
West Paces Advisors
Georgia
$238K -$57.4K -918 -19%
SLA
2709
Silver Lake Advisory
Utah
$238K -$222K -3,557 -48%
OIM
2710
Orca Investment Management
Oregon
$238K -$8.13K -130 -3%
PG
2711
Prostatis Group
Maryland
$237K -$49.5K -792 -17%
MFG
2712
Menard Financial Group
Texas
$237K -$21.1K -337 -8%
PL
2713
Pluribus Labs
California
$237K +$242K +3,866 New
RFWA
2714
RPg Family Wealth Advisory
Massachusetts
$236K
SC
2715
Solstein Capital
California
$236K -$208K -3,332 -46%
MWP
2716
Moller Wealth Partners
$236K -$126K -2,020 -34%
PR
2717
Payden & Rygel
California
$236K
ACM
2718
Aljian Capital Management
Nevada
$236K +$241K +3,850 New
Manulife (Manufacturers Life Insurance)
2719
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$235K -$27.8M -444,841 -10%
PP
2720
Pegasus Partners
Wisconsin
$235K
EWM
2721
Elite Wealth Management
Washington
$235K +$240K +3,846 New
HWM
2722
HFR Wealth Management
New York
$234K -$812 -13 -0.3%
BA
2723
Ballew Advisors
Mississippi
$234K +$2.44K +39 +1%
BCIM
2724
Bishop & Co Investment Management
Pennsylvania
$233K
SPI
2725
Santori & Peters Inc
Pennsylvania
$233K +$7.06K +113 +3%

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.