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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
IWS
2801
Insight Wealth Strategies
California
$206K -$36.9K -590 -15%
RCM
2802
Requisite Capital Management
Texas
$206K -$26.7K -427 -11%
MCP
2803
Mirador Capital Partners
California
$206K -$11.9K -191 -5%
CPA
2804
Cowen Prime Advisors
New York
$206K
SWM
2805
Scissortail Wealth Management
Oklahoma
$206K +$211K +3,377 New
DA
2806
Detalus Advisors
Missouri
$205K -$19.2K -307 -8%
TFA
2807
Tranquilli Financial Advisor
New Jersey
$205K +$209K +3,344 New
SCG
2808
Sonata Capital Group
Washington
$205K +$209K +3,346 New
VW
2809
Vance Wealth
California
$205K +$210K +3,355 New
ZIMP
2810
Zimmermann Investment Management & Planning
Pennsylvania
$205K +$210K +3,358 New
GSEP
2811
Golden State Equity Partners
California
$203K -$537K -8,586 -72%
JF
2812
JSF Financial
California
$203K -$42.3K -677 -17%
WCA
2813
Westover Capital Advisors
Delaware
$203K -$12.5K -200 -6%
PWC
2814
PYA Waltman Capital
Tennessee
$203K +$207K +3,315 New
TCMP
2815
Thrive Capital Management (Pennsylvania)
Pennsylvania
$203K +$208K +3,321 New
BEAM
2816
Baker Ellis Asset Management
Washington
$202K
GFP
2817
Guardian Financial Partners
California
$202K +$206K +3,293 New
AWCI
2818
Alpine Woods Capital Investors
New York
$202K +$206K +3,300 New
SWM
2819
Shelton Wealth Management
Texas
$202K +$207K +3,307 New
MPCG
2820
Matrix Private Capital Group
New York
$202K +$207K +3,308 New
SCA
2821
St. Clair Advisors
Ohio
$201K -$30.3K -485 -13%
FEM
2822
Fulcrum Equity Management
Texas
$201K -$26K -416 -11%
TC
2823
TAP Consulting
Missouri
$200K -$33.4K -535 -14%
AWM
2824
Arbor Wealth Management
Florida
$200K -$29.8K -477 -13%
AIM
2825
Arcadia Investment Management
Michigan
$200K +$30.3K +485 +17%

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.