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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
BMC
876
Beaton Management Company
Massachusetts
$3.59M -$12.5K -200 -0.3%
TWA
877
TCI Wealth Advisors
Arizona
$3.56M -$332K -5,316 -8%
HFM
878
Hartford Financial Management
Connecticut
$3.56M -$22.8K -364 -0.6%
WPA
879
Winning Points Advisors
Florida
$3.56M +$805K +12,888 +38%
FLPIM
880
F.L. Putnam Investment Management
Massachusetts
$3.55M +$238K +3,810 +7%
LNWWM
881
Laird Norton Wetherby Wealth Management
California
$3.55M +$35.6K +569 +1%
SCM
882
Southport Capital Management
Tennessee
$3.55M +$1.22M +19,584 +51%
PDN
883
Pensionfund DSM Netherlands
Netherlands
$3.55M
MIM
884
Marco Investment Management
Georgia
$3.55M -$6.81K -109 -0.2%
YWP
885
YorkBridge Wealth Partners
New York
$3.54M -$5.44K -87 -0.1%
DCM
886
Delta Capital Management
New Jersey
$3.54M -$9.38K -150 -0.3%
PWMG
887
Prestige Wealth Management Group
New Jersey
$3.53M -$250K -3,998 -6%
CT
888
Caldwell Trust
Florida
$3.53M -$89.1K -1,426 -2%
FDS
889
First Dallas Securities
Texas
$3.52M -$82.8K -1,325 -2%
BJL
890
Brighton Jones LLC
Washington
$3.5M +$1.24M +19,857 +53%
TCOT
891
Trust Company of Toledo
Ohio
$3.5M -$169K -2,697 -5%
FCB
892
First Command Bank
Texas
$3.5M
PHIMC
893
Private Harbour Investment Management & Counsel
Ohio
$3.5M +$9.06K +145 +0.3%
AIM
894
AHL Investment Management
Florida
$3.48M +$3.56M +56,942 New
DRS
895
Deane Retirement Strategies
Louisiana
$3.48M +$48.7K +779 +1%
AF
896
Arrow Financial
New York
$3.48M -$621K -9,931 -15%
Wealth Enhancement Advisory Services
897
Wealth Enhancement Advisory Services
Minnesota
$3.48M +$2.07M +33,098 +302%
RMC
898
Resources Management Corp
Connecticut
$3.47M -$81.7K -1,307 -2%
SWA
899
Stratos Wealth Advisors
Ohio
$3.46M -$114K -1,821 -3%
RCA
900
Resonant Capital Advisors
Wisconsin
$3.45M +$316K +5,062 +10%

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.