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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
LCP
776
Legacy Capital Partners
Wisconsin
$4.34M +$1.18M +18,926 +36%
ST
777
Spinnaker Trust
Maine
$4.33M -$113K -1,806 -2%
GAB
778
German American Bancorp
Indiana
$4.33M +$73.6K +1,178 +2%
FCCM
779
First City Capital Management
Georgia
$4.33M -$19.9K -318 -0.6%
IA
780
IFP Advisors
Florida
$4.33M +$793K +12,687 +22%
BL
781
Balentine LLC
Georgia
$4.32M +$2.33M +37,330 +112%
IRF
782
IBM Retirement Fund
New York
$4.31M -$3.07M -49,119 -41%
MCM
783
Mengis Capital Management
Oregon
$4.31M +$54K +864 +1%
FFM
784
Forum Financial Management
Illinois
$4.31M +$4.4M +70,373 New
Grantham, Mayo, Van Otterloo & Co (GMO)
785
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.3M -$5.49M -87,913 -56%
LG
786
Leuthold Group
Minnesota
$4.3M +$4.4M +70,343 New
PMG
787
ProVise Management Group
Florida
$4.29M +$1.11M +17,756 +34%
KWM
788
Kingsview Wealth Management
Oregon
$4.29M +$178K +2,842 +4%
MCM
789
Moore Capital Management
New York
$4.28M -$406K -6,500 -8%
PWP
790
Principle Wealth Partners
Connecticut
$4.28M -$101K -1,611 -2%
NAM
791
NTV Asset Management
West Virginia
$4.28M -$123K -1,970 -3%
CBTWT
792
Community Bank & Trust (Waco, Texas)
Texas
$4.27M -$484K -7,748 -10%
FC
793
Fusion Capital
South Carolina
$4.24M +$225K +3,604 +5%
SRC
794
Shufro Rose & Co
New York
$4.24M -$320K -5,124 -7%
SC
795
Searle & Co
Connecticut
$4.24M -$98.6K -1,577 -2%
CMTU
796
Capital Markets Trading (UK)
United Kingdom
$4.24M +$3.7M +59,192 +590%
GC
797
Grimes & Company
Massachusetts
$4.22M -$17.5K -280 -0.4%
NSEDCP
798
NJ State Employees Deferred Compensation Plan
New Jersey
$4.22M
TH
799
TCTC Holdings
Texas
$4.22M +$158K +2,532 +4%
CI
800
Conning Inc
Connecticut
$4.2M +$13.3K +213 +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.