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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
SBH
501
Segall Bryant & Hamill
Illinois
$9.11M +$40.9K +654 +0.4%
CFIA
502
Cantor Fitzgerald Investment Advisors
New York
$9.1M +$17.9K +287 +0.2%
Cohen & Steers
503
Cohen & Steers
New York
$9.06M +$722K +11,552 +8%
BFIM
504
Beese Fulmer Investment Management
Ohio
$9.03M +$269K +4,302 +3%
BBWA
505
Bell & Brown Wealth Advisors
California
$9.02M +$42.1K +673 +0.6%
PP
506
Palladium Partners
Virginia
$8.97M +$467K +7,468 +5%
HTC
507
Haverford Trust Company
Pennsylvania
$8.93M -$755K -12,074 -8%
BCWM
508
Bartlett & Co Wealth Management
Ohio
$8.9M -$72.5K -1,160 -0.8%
BC
509
Bartlett & Co
Ohio
$8.9M -$72.5K -1,160 -0.8%
KCM
510
Kanawha Capital Management
Virginia
$8.89M -$259K -4,150 -3%
KPWS
511
Kestra Private Wealth Services
Texas
$8.75M +$584K +9,349 +7%
BMSSC
512
B. Metzler seel. Sohn & Co
Germany
$8.74M +$2.49M +39,913 +38%
CA
513
Callahan Advisors
Texas
$8.74M +$64.7K +1,035 +0.7%
PSUF
514
People's United Financial
Connecticut
$8.73M -$809K -12,952 -8%
MDCM
515
Morgan Dempsey Capital Management
Wisconsin
$8.71M -$361K -5,783 -4%
WT
516
Whittier Trust
California
$8.58M -$34.4K -551 -0.4%
CA
517
Commerzbank Aktiengesellschaft
Germany
$8.52M +$244K +3,905 +3%
HFS
518
Hantz Financial Services
Michigan
$8.48M +$361K +5,773 +4%
HCM
519
Hutchinson Capital Management
California
$8.47M -$335K -5,364 -4%
RG
520
Retirement Group
California
$8.46M +$763K +12,202 +10%
CTA
521
Chesley Taft & Associates
Illinois
$8.44M +$120K +1,921 +1%
V
522
Veritable
Delaware
$8.43M -$106K -1,694 -1%
ACM
523
AlphaStar Capital Management
North Carolina
$8.4M +$348K +5,569 +5%
SGAM
524
Smith Group Asset Management
Texas
$8.3M +$29.4K +470 +0.3%
CHJWM
525
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.28M +$18.8K +300 +0.3%

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.