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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
SS
526
Sunbelt Securities
Texas
$8.27M -$96.2K -1,540 -1%
PHAM
527
Pacific Heights Asset Management
California
$8.26M +$625K +10,000 +8%
ARC
528
Advisor Resource Council
Texas
$8.26M +$5.46M +87,328 +183%
CVM
529
Cheviot Value Management
California
$8.25M -$122K -1,945 -1%
CIA
530
Capital Investment Advisors
Georgia
$8.22M -$130K -2,078 -2%
LA
531
Lynch & Associates
Indiana
$8.14M +$308K +4,922 +4%
CIC
532
Cutler Investment Counsel
Oregon
$8.12M +$4.63K +74 +0.1%
LCM
533
LVM Capital Management
Michigan
$8.12M +$1.28M +20,476 +18%
NAMA
534
Nikko Asset Management Americas
New York
$8.1M -$1.71M -27,303 -17%
BFS
535
Bradley Foster & Sargent
Connecticut
$8.02M -$114K -1,820 -1%
HIC
536
Harvey Investment Company
Kentucky
$8.01M -$132K -2,120 -2%
SAM
537
SP Asset Management
California
$7.97M -$54.9K -879 -0.9%
SGI
538
Summit Global Investments
Utah
$7.96M +$194K +3,109 +2%
VFM
539
Viking Fund Management
North Dakota
$7.96M +$1.44M +23,000 +21%
SWM
540
Stockman Wealth Management
Montana
$7.91M -$88.7K -1,419 -1%
HCM
541
Hodges Capital Management
Texas
$7.89M -$12.7K -203 -0.2%
BT
542
Brandywine Trust
Delaware
$7.88M -$182K -2,905 -2%
ONB
543
Old National Bancorp
Indiana
$7.87M -$473K -7,572 -6%
MC
544
Middleton & Co
Massachusetts
$7.84M -$18.3K -293 -0.2%
VVP
545
Venture Visionary Partners
Ohio
$7.83M +$194K +3,110 +2%
SCA
546
Stonebridge Capital Advisors
Minnesota
$7.82M +$499K +7,990 +7%
TU
547
TDAM USA
Ontario, Canada
$7.75M +$183K +2,933 +2%
BFG
548
Beacon Financial Group
Texas
$7.74M -$47.1K -754 -0.6%
LNC
549
Lincoln National Corp
Pennsylvania
$7.73M +$1.23M +19,722 +19%
Dodge & Cox
550
Dodge & Cox
California
$7.72M +$894K +14,298 +13%

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.