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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
LPP
2876
Life Planning Partners
Florida
$130K +$133K +2,129 New
PMAM
2877
Penn Mutual Asset Management
Pennsylvania
$127K
CPW
2878
Crestmont Private Wealth
Texas
$127K +$129K +2,071 New
ME
2879
McIlrath & Eck
Washington
$122K +$62 +1 +0.1%
AFS
2880
Annapolis Financial Services
Maryland
$121K -$16.4K -263 -12%
C
2881
Covestor
United Kingdom
$121K +$124K +1,977 New
HFS
2882
HBC Financial Services
Washington
$119K -$11.5K -184 -9%
CMA
2883
Cedar Mountain Advisors
Oregon
$119K -$9.38K -150 -7%
SFPG
2884
Stonebridge Financial Planning Group
Florida
$119K +$1.19K +19 +1%
TCM
2885
TD Capital Management
Tennessee
$117K -$14.9K -239 -11%
LD
2886
Lipe & Dalton
New York
$117K -$12.3K -196 -9%
SFO
2887
Standard Family Office
South Dakota
$112K +$18.4K +295 +19%
RF
2888
Robbins Farley
New Hampshire
$111K -$60.3K -965 -35%
GAM
2889
Gemmer Asset Management
California
$106K -$2.75K -44 -2%
RAM
2890
Riggs Asset Management
Pennsylvania
$101K
ACM
2891
AUA Capital Management
Pennsylvania
$92K -$6.25K -100 -6%
PCMC
2892
Paragon Capital Management (Colorado)
Colorado
$92K +$94.1K +1,506 New
CIM
2893
Contravisory Investment Management
Massachusetts
$91K
MIM
2894
Macroview Investment Management
Maryland
$91K
MFC
2895
Mechanics Financial Corp
Ohio
$91K +$93.3K +1,493 New
HL
2896
Harding Loevner
New Jersey
$90K
WAM
2897
WFA Asset Management
Wisconsin
$89.6K +$91.6K +1,465 New
TCWA
2898
Ten Capital Wealth Advisors
Washington
$89K -$7.88K -126 -8%
CI
2899
Carroll Investors
South Carolina
$88K +$93.7K +1,500 New
SFFS
2900
Stonehage Fleming Financial Services
Jersey
$83K

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.