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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
PCA
2926
Providence Capital Advisors
North Carolina
$51K
CP
2927
Castleview Partners
Texas
$50.9K +$195M +3,112,847 New
BA
2928
Bivin & Associates
Oklahoma
$50K +$51.1K +818 New
IFA
2929
Interactive Financial Advisors
Illinois
$49K
BAM
2930
Baldrige Asset Management
Pennsylvania
$49K +$250 +4 +0.5%
MWC
2931
MBM Wealth Consultants
Missouri
$48K +$4.56K +73 +10%
HCM
2932
Horrell Capital Management
Arkansas
$46K
PP
2933
PrairieView Partners
Minnesota
$45K -$3.5K -56 -7%
CH
2934
Canton Hathaway
Rhode Island
$44K
KAM
2935
Karani Asset Management
New York
$44K
CFRPA
2936
Castle Financial & Retirement Planning Associates
New Jersey
$42K +$32.7K +523 New
AWM
2937
Activest Wealth Management
Florida
$41K +$187 +3 +0.5%
IFS
2938
Intelligent Financial Strategies
Minnesota
$41K +$42K +672 New
PFA
2939
Professional Financial Advisors
Nebraska
$37K -$125 -2 -0.3%
IWP
2940
IAG Wealth Partners
Wisconsin
$37K
CWAF
2941
Core Wealth Advisors (Florida)
Florida
$37K +$31.3K +500 +455%
CM
2942
Cornerstone Management
Georgia
$36.5K +$37.3K +596 New
DTIM
2943
Danda Trouve Investment Management
Kansas
$36K -$37.9K -606 -51%
NL
2944
NVWM LLC
Pennsylvania
$36K +$18.8K +300 +100%
WFA
2945
West Financial Advisors
Iowa
$32K
WB
2946
West Bancorporation
Iowa
$32K +$32.3K +516 New
FCG
2947
Financial Connections Group
California
$32K +$32.9K +526 New
RCC
2948
Red Cedar Capital
Nebraska
$31K
SPWG
2949
Sage Private Wealth Group
Illinois
$31K +$437 +7 +1%
HS
2950
Horan Securities
United States
$31K +$31.8K +508 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.