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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
EEP
551
Edgehill Endowment Partners
Connecticut
$7.71M -$750K -12,000 -9%
TBA
552
Tower Bridge Advisors
Pennsylvania
$7.66M -$276K -4,410 -3%
FAB
553
First American Bank
Illinois
$7.65M -$7.44K -119 -0.1%
LWM
554
Loveless Wealth Management
Montana
$7.62M +$58.4K +934 +0.8%
KIG
555
Kessler Investment Group
Indiana
$7.62M +$2.67M +42,695 +52%
BFS
556
Bard Financial Services
Connecticut
$7.61M -$79.7K -1,275 -1%
FNFDCM
557
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.51M -$58.4K -935 -0.8%
EFS
558
Essex Financial Services
Connecticut
$7.49M +$1.47M +23,456 +24%
BFIC
559
Bedell Frazier Investment Counselling
California
$7.45M -$528K -8,449 -6%
AIA
560
Allied Investment Advisors
Montana
$7.4M +$211K +3,380 +3%
IMRF
561
Illinois Municipal Retirement Fund
Illinois
$7.38M +$2.58M +41,210 +52%
VCA
562
Verdence Capital Advisors
Maryland
$7.37M +$144K +2,301 +2%
Nomura Holdings
563
Nomura Holdings
Japan
$7.36M +$267K +4,280 +4%
AFG
564
Allegheny Financial Group
Pennsylvania
$7.34M +$289K +4,624 +4%
CCFCSB
565
Cape Cod Five Cents Savings Bank
Massachusetts
$7.33M -$336K -5,376 -4%
GIA
566
Guyasuta Investment Advisors
Pennsylvania
$7.31M -$96.2K -1,539 -1%
IIM
567
Ipswich Investment Management
Massachusetts
$7.3M -$50K -800 -0.7%
SPC
568
Sigma Planning Corp
Michigan
$7.25M +$381K +6,103 +5%
WC
569
Woodstock Corp
Massachusetts
$7.25M +$29.9K +478 +0.4%
TCM
570
Tufton Capital Management
Maryland
$7.24M -$50.7K -811 -0.7%
GCM
571
Gibraltar Capital Management
Oklahoma
$7.24M -$9.31K -149 -0.1%
CAMG
572
CWA Asset Management Group
Florida
$7.23M +$847K +13,556 +13%
TF
573
Tompkins Financial
New York
$7.23M -$45.1K -722 -0.6%
HIMC
574
Heritage Investors Management Corp
Maryland
$7.19M -$213K -3,408 -3%
Tudor Investment Corp
575
Tudor Investment Corp
Connecticut
$7.19M +$7.35M +117,524 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.