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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
GWMI
2951
Guardian Wealth Management (Illinois)
Illinois
$30K +$30.4K +487 New
RDIA
2952
RE Dickinson Investment Advisors
Iowa
$30K +$30.9K +495 New
CIR
2953
Clear Investment Research
Georgia
$29K
DWMG
2954
DB Wealth Management Group
California
$29K
BC
2955
Barnett & Company
Tennessee
$29K +$4.38K +70 +18%
BDS
2956
Banco de Sabadell
Florida
$27K -$2.05M -32,850 -99%
MAM
2957
Marquette Asset Management
Minnesota
$26K -$6.31K -101 -19%
RWA
2958
RGT Wealth Advisors
Texas
$26K +$26.9K +430 New
GC
2959
Gould Capital
Washington
$25K +$25.8K +413 New
JWBC
2960
John W. Brooker & Co
California
$24K -$18.8K -300 -44%
TVWM
2961
Tower View Wealth Management
Wisconsin
$24K
MTIC
2962
Missouri Trust & Investment Company
Missouri
$24K +$24.9K +399 New
AJ
2963
Ashburton (Jersey)
Jersey
$23K
MFA
2964
McClarren Financial Advisors
Pennsylvania
$23K +$17.5K +280 +292%
CFG
2965
CKW Financial Group
Hawaii
$20K
SCA
2966
Stuart Chaussee & Associates
California
$20K
SMG
2967
Spectrum Management Group
Indiana
$19K +$62 +1 +0.3%
KFAA
2968
Klaas Financial Asset Advisors
Illinois
$19K +$187 +3 +1%
WPWM
2969
Western Pacific Wealth Management
Illinois
$18K +$18.8K +300 New
BBHC
2970
Brown Brothers Harriman & Co
New York
$18K -$499K -7,983 -3%
AWMS
2971
Advocacy Wealth Management Services
Georgia
$17K
DWA
2972
Dougherty Wealth Advisers
Minnesota
$17K
UIA
2973
Ulland Investment Advisors
Minnesota
$16K +$16K +256 New
DWA
2974
Delos Wealth Advisors
Texas
$13K +$11.7K +187 +645%
WIM
2975
Westside Investment Management
California
$12.5K -$32.4K -518 -12%

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.