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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
BCM
901
BTR Capital Management
California
$3.44M +$866K +13,859 +33%
CIC
902
Crawford Investment Counsel
Georgia
$3.44M -$67.9K -1,086 -2%
AIP
903
Almanack Investment Partners
Pennsylvania
$3.44M +$254K +4,066 +8%
BCM
904
Beck Capital Management
Texas
$3.44M +$3.63K +58 +0.1%
SC
905
Savant Capital
Illinois
$3.43M -$79.7K -1,276 -2%
MWA
906
MFA Wealth Advisors
Pennsylvania
$3.42M +$42.3K +676 +1%
DY
907
Dowling & Yahnke
California
$3.42M -$314K -5,029 -8%
HF
908
Halpern Financial
Virginia
$3.41M -$843K -13,492 -19%
GIM
909
Greenwich Investment Management
Connecticut
$3.41M +$3.48M +55,711 New
AUB
910
Atlantic Union Bankshares
Virginia
$3.4M +$275K +4,408 +9%
MSA
911
McAlister Sweet & Associates
Texas
$3.4M +$3.47M +55,513 New
CG
912
Clarus Group
Texas
$3.39M -$125K -2,001 -3%
IAIM
913
International Assets Investment Management
Florida
$3.39M +$44.3K +708 +1%
WFI
914
West Family Investments
California
$3.39M -$96.6K -1,545 -3%
MA
915
Mutual Advisors
Nebraska
$3.38M -$249K -3,977 -7%
PI
916
Pettee Investors
Connecticut
$3.38M
WANY
917
Wealthspire Advisors (New York)
New York
$3.38M -$2.23M -35,649 -39%
CFMC
918
Curbstone Financial Management Corp
New Hampshire
$3.38M -$69.4K -1,110 -2%
VAS
919
Vestmark Advisory Solutions
Massachusetts
$3.37M +$183K +2,933 +6%
CCC
920
Chelsea Counsel Company
California
$3.36M -$79.3K -1,269 -2%
AIS
921
American Investment Services
Massachusetts
$3.36M -$2.44M -38,979 -42%
SIMG
922
Sonora Investment Management Group
Arizona
$3.36M +$3.43M +54,896 New
MIP
923
Marietta Investment Partners
Wisconsin
$3.35M
AWM
924
Axxcess Wealth Management
California
$3.34M +$3.41M +54,620 New
GWMIA
925
Global Wealth Management Investment Advisory
Florida
$3.34M +$581K +9,304 +21%

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.