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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
MCC
2751
Money Concepts Capital
Florida
$223K +$228K +3,643 New
EAM
2752
Empirical Asset Management
Massachusetts
$223K +$228K +3,648 New
HAS
2753
HBW Advisory Services
California
$223K +$228K +3,649 New
SFG
2754
Sowa Financial Group
Rhode Island
$222K -$34.1K -545 -13%
HHGA
2755
Halbert Hargrove Global Advisors
California
$221K +$437 +7 +0.2%
CA
2756
CGN Advisors
Kansas
$221K +$225K +3,608 New
BWM
2757
Biltmore Wealth Management
Arizona
$220K
BA
2758
Bluesphere Advisors
Pennsylvania
$220K +$250 +4 +0.1%
GAM
2759
Grandview Asset Management
Pennsylvania
$220K +$225K +3,601 New
UAML
2760
US Asset Management LLC
Pennsylvania
$219K -$562 -9 -0.3%
ZIG
2761
Zuckerman Investment Group
Illinois
$219K
GA
2762
Greenspring Advisors
Maryland
$219K +$224K +3,583 New
PCM
2763
Perritt Capital Management
Illinois
$218K
NC
2764
NovaPoint Capital
Georgia
$218K +$4.25K +68 +2%
CCM
2765
Carderock Capital Management
Maryland
$218K +$125K +2,000 +127%
MS
2766
Mizuho Securities
Japan
$218K +$151K +2,410 +208%
PC
2767
Periscope Capital
Ontario, Canada
$218K +$222K +3,556 New
PWM
2768
Palumbo Wealth Management
New York
$217K -$551K -8,823 -71%
BFP
2769
Briaud Financial Planning
Texas
$217K -$267K -4,278 -55%
TAM
2770
Trillium Asset Management
Massachusetts
$217K -$78.9K -1,262 -26%
ZAM
2771
Zevin Asset Management
Massachusetts
$217K -$42.2K -675 -16%
TC
2772
Truvestments Capital
Florida
$217K -$16.4K -263 -7%
RWM
2773
Reston Wealth Management
Virginia
$217K -$2.5K -40 -1%
SW
2774
SkyOak Wealth
Michigan
$217K -$1.25K -20 -0.6%
AA
2775
Altman Advisors
Illinois
$217K +$188K +3,003 New

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.