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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
DLG
3076
Daniel L. Goodwin
-$205K -3,500 Closed
KNW
3077
Kesler Norman & Wride
Utah
-$204K -3,465 Closed
TCM
3078
Teza Capital Management
Illinois
-$204K -3,465 Closed
SFWC
3079
Strategic Family Wealth Counselors
New Jersey
-$203K -3,451 Closed
BMWM
3080
Brown Miller Wealth Management
Virginia
-$202K -3,446 Closed
AWA
3081
Acorn Wealth Advisors
Michigan
-$201K -3,412 Closed
CQS
3082
Credential Qtrade Securities
-$181K -3,082 Closed
HCM
3083
HMS Capital Management
Tennessee
-$117K -1,995 Closed
MME
3084
Meag Munich Ergo
Germany
-$96K -1,629 Closed
GPA
3085
Guidance Point Advisors
Massachusetts
-$94K -1,614 Closed
GKWIM
3086
Gerber Kawasaki Wealth & Investment Management
California
-$90K -1,545 Closed
UFF
3087
USA Financial Formulas
Michigan
-$73K -1,249 Closed
JPLA
3088
Joseph P. Lucia & Associates
New York
-$66K -1,123 Closed
EWA
3089
Evolution Wealth Advisors
Florida
-$57K -965 Closed
BPGAM
3090
BTG Pactual Global Asset Management
Bermuda
-$52K -878 Closed
RA
3091
Resolute Advisors
California
-$50K -857 Closed
RCA
3092
Ranch Capital Advisors
Florida
-$30K -508 Closed
RTL
3093
Red Tortoise LLC
Georgia
-$37K -420 Closed
PWA
3094
Phoenix Wealth Advisors
North Carolina
-$23K -390 Closed
IF
3095
Ironwood Financial
Arizona
-$18K -311 Closed
CPWM
3096
Cypress Point Wealth Management
Texas
-$16K -274 Closed
BMD
3097
Better Money Decisions
New Mexico
-$14K -238 Closed
BHWM
3098
Bay Harbor Wealth Management
Maryland
-$6K -98 Closed
RCM
3099
Ravenstone Capital Management
-$2.94K -50 Closed
FCAS
3100
First Command Advisory Services
Texas
-$1K -21 Closed

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.