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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
UB
251
UMB Bank
Missouri
$29.2M +$8.09M +129,473 +37%
ICG
252
InterOcean Capital Group
Tennessee
$29.1M +$883K +14,121 +3%
NIPH
253
NN Investment Partners Holdings
Netherlands
$28.7M +$17M +271,336 +137%
Bank Julius Baer & Co
254
Bank Julius Baer & Co
Switzerland
$28.2M +$50.6K +809 +0.2%
WHG
255
Westwood Holdings Group
Texas
$28.2M -$14.1M -225,509 -33%
William Blair & Company
256
William Blair & Company
Illinois
$28.1M -$2.1M -33,633 -7%
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$27.7M +$5.43M +86,873 +24%
HIMCH
258
Hartford Investment Management Co (HIMCO)
Connecticut
$27.7M +$2.16M +34,540 +8%
EWP
259
Engrave Wealth Partners
Texas
$27.6M -$2.83M -45,247 -9%
AA
260
ALPS Advisors
Colorado
$27.4M +$1.22M +19,447 +5%
CI Investments Inc
261
CI Investments Inc
Ontario, Canada
$27.4M -$4.76M -76,128 -15%
Wellington Management Group
262
Wellington Management Group
Massachusetts
$27.3M +$713K +11,416 +3%
BCM
263
Bridgeway Capital Management
Texas
$27.2M -$250K -4,000 -0.9%
Thrivent Financial for Lutherans
264
Thrivent Financial for Lutherans
Minnesota
$27.2M -$23.9M -382,447 -47%
BAM
265
Barrett Asset Management
New York
$27.1M +$1.77M +28,315 +7%
IPW
266
Inlet Private Wealth
Florida
$27.1M +$7.88K +126 +0%
SSG
267
Summit Securities Group
New York
$27M +$21.2M +339,344 +334%
VSI
268
Verde Servicos Internacionais
Brazil
$27M +$27.6M +440,844 New
LWCFA
269
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.9M -$486K -7,781 -2%
First Trust Advisors
270
First Trust Advisors
Illinois
$26.9M +$22.5M +360,275 +458%
MHC
271
Meyer Handelman Company
New York
$26.3M -$343K -5,484 -1%
Natixis Advisors
272
Natixis Advisors
Massachusetts
$26M +$5.62M +89,917 +27%
FRM
273
Foundation Resource Management
Arkansas
$25.9M +$186K +2,975 +0.7%
SF
274
Synovus Financial
Georgia
$25.4M +$353K +5,642 +1%
AAIM
275
American Assets Investment Management
California
$25.1M +$6.87M +110,000 +37%

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.