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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
PFG
2776
Pinnacle Financial Group
Illinois
$216K +$221K +3,537 New
TFP
2777
Tilia Fiduciary Partners
North Carolina
$215K +$220K +3,518 New
HIC
2778
Hartline Investment Corp
Illinois
$214K -$750 -12 -0.3%
FM
2779
Family Management
New York
$214K
GA
2780
Geller Advisors
New York
$214K +$219K +3,503 New
BW
2781
Basepoint Wealth
Iowa
$214K +$218K +3,490 New
RA
2782
Rise Advisors
New York
$214K +$218K +3,490 New
SOW
2783
State of Wyoming
Wyoming
$213K -$6.81K -109 -3%
BP
2784
Broadleaf Partners
Ohio
$213K
LC
2785
Legacy CG
Texas
$213K +$217K +3,478 New
TS
2786
Tamar Securities
California
$212K -$41.2K -659 -16%
ERIM
2787
Eagle Ridge Investment Management
Connecticut
$212K +$217K +3,465 New
DSN
2788
D. Scott Neal
Kentucky
$211K -$172K -2,754 -44%
HP
2789
HT Partners
Connecticut
$211K -$19.1K -306 -8%
SFA
2790
Souders Financial Advisors
Ohio
$210K -$24.9K -398 -10%
LB
2791
Legacy Bridge
Iowa
$210K
TSS
2792
Two Sigma Securities
New York
$209K -$1.21M -19,365 -85%
GBWM
2793
Granite Bay Wealth Management
New Hampshire
$209K +$214K +3,419 New
HCP
2794
Hexagon Capital Partners
Arkansas
$208K
WFMPM
2795
Woodley Farra Manion Portfolio Management
Indiana
$208K +$212K +3,392 New
1IA
2796
1620 Investment Advisors
Massachusetts
$208K +$212K +3,399 New
UID
2797
Union Investments & Development
Israel
$208K +$212K +3,400 New
OPWM
2798
Oxinas Partners Wealth Management
Indiana
$207K -$12.4K -199 -6%
S
2799
Surevest
California
$207K +$211K +3,382 New
BHC
2800
Bowen Hanes & Co
Florida
$207K +$212K +3,389 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.