We are live on ! Find out more
XOM icon

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
LPWM
2901
Lake Point Wealth Management
Texas
$81K -$14.8K -236 -15%
TAIM
2902
TD Ameritrade Investment Management
Nebraska
$78K -$685K -10,960 -90%
WAS
2903
Winch Advisory Services
Wisconsin
$78K -$12.3K -196 -13%
FEG
2904
Financial Enhancement Group
Indiana
$78K
ONST
2905
Old North State Trust
North Carolina
$76K -$72.7K -1,163 -48%
HWM
2906
Holloway Wealth Management
Florida
$75K
SFG
2907
Steward Financial Group
Texas
$75K +$77.5K +1,240 New
AA
2908
AlphaMark Advisors
Kentucky
$74K
BA
2909
Bellwether Advisors
Nebraska
$74K
SAM
2910
Strategic Asset Management
Minnesota
$72K +$6.19K +99 +9%
TC
2911
Tacita Capital
Ontario, Canada
$71K
BL
2912
Bleichroeder LP
New York
$66K
CTB
2913
Country Trust Bank
Illinois
$64K -$47.4K -759 -42%
NIC
2914
Northwest Investment Counselors
Oregon
$63K +$64.2K +1,028 New
EL
2915
EMFO LLC
Florida
$62K
MTWM
2916
Masso Torrence Wealth Management
New Jersey
$61K +$62.5K +1,000 New
HCM
2917
Highlander Capital Management
New Jersey
$60K -$62.5K -1,000 -51%
BAM
2918
Bellevue Asset Management
Washington
$60K -$15.4K -246 -20%
BIA
2919
Bell Investment Advisors
California
$60K +$13.6K +218 +28%
M1FG
2920
Mach-1 Financial Group
Arkansas
$60K +$61.5K +984 New
FCMA
2921
Foresight Capital Management Advisors
Michigan
$60K +$61.7K +987 New
VRS
2922
Virginia Retirement Systems
Virginia
$59.4K -$25K -400 -0%
FWA
2923
FSC Wealth Advisors
New York
$52K +$52.9K +846 New
RVM
2924
Robinson Value Management
Texas
$52K +$53.1K +850 New
ACA
2925
Atlas Capital Advisors
Wyoming
$51.2K +$7.5K +120 +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.