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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
SOAG
2726
Silver Oak Advisory Group
Oregon
$233K +$238K +3,804 New
KA
2727
Keene & Associates
Texas
$233K +$238K +3,806 New
KTM
2728
Keeler Thomas Management
Utah
$232K -$75K -1,200 -24%
PGIM
2729
Pacific Global Investment Management
California
$231K +$17.3K +277 +8%
OBWP
2730
O'Brien Wealth Partners
Massachusetts
$230K -$9.63K -154 -5%
BFC
2731
Blue Fin Capital
Rhode Island
$230K -$2.75K -44 -1%
TWP
2732
Tempus Wealth Planning
California
$230K
IF
2733
IRON Financial
Illinois
$230K +$8.06K +129 +4%
PAI
2734
Pittenger & Anderson Inc
Nebraska
$229K +$25.1K +402 +12%
EA
2735
Echo45 Advisors
California
$229K +$234K +3,750 New
BCM
2736
Brookmont Capital Management
Texas
$228K -$56.9K -910 -20%
CCM
2737
Copeland Capital Management
Pennsylvania
$228K -$25K -400 -10%
AWM
2738
Accel Wealth Management
Iowa
$228K -$5.25K -84 -2%
WF
2739
WoodTrust Financial
Wisconsin
$227K -$112K -1,786 -32%
CDIA
2740
Capital Directions Investment Advisors
Georgia
$227K +$2.44K +39 +1%
TDC
2741
Thompson Davis & Co
Virginia
$227K +$231K +3,703 New
FA
2742
Fermata Advisors
California
$226K +$7.69K +123 +3%
JSW
2743
Journey Strategic Wealth
New Jersey
$226K +$231K +3,695 New
RPG
2744
Resource Planning Group
Georgia
$225K -$47.9K -766 -17%
CC
2745
Cornerstone Capital
California
$225K +$230K +3,682 New
BLAM
2746
Bourne Lent Asset Management
New York
$224K
FWM
2747
Forefront Wealth Management
Pennsylvania
$224K +$228K +3,653 New
BBPWM
2748
Blue Bell Private Wealth Management
Pennsylvania
$224K +$229K +3,659 New
DAM
2749
Derbend Asset Management
Georgia
$223K -$11.3K -180 -5%
HWA
2750
Heartwood Wealth Advisors
Virginia
$223K

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.