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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
KIA
1001
KCM Investment Advisors
California
$2.94M -$15.9K -254 -0.5%
HKAM
1002
Horizon Kinetics Asset Management
New York
$2.93M +$32.4K +518 +1%
PL
1003
Plancorp LLC
Missouri
$2.93M +$12.4K +198 +0.4%
MTC
1004
McDaniel Terry & Co
Texas
$2.93M +$89.5K +1,432 +3%
ISWM
1005
Independent Solutions Wealth Management
New York
$2.93M +$256K +4,100 +9%
PAM
1006
Paradigm Asset Management
New York
$2.92M +$172K +2,752 +6%
FG
1007
Fiduciary Group
Georgia
$2.91M +$4.25K +68 +0.1%
GT
1008
Greenleaf Trust
Michigan
$2.91M +$432K +6,908 +17%
FAIM
1009
Financial Advocates Investment Management
Washington
$2.91M +$529K +8,465 +21%
BRM
1010
Boston Research & Management
Massachusetts
$2.91M
MPI
1011
Mairs & Power Inc
Minnesota
$2.88M -$484K -7,742 -14%
PPP
1012
Private Portfolio Partners
New Jersey
$2.88M +$522K +8,353 +22%
GCM
1013
Garland Capital Management
Washington
$2.88M -$344K -5,500 -10%
CG
1014
Caprock Group
Idaho
$2.88M -$289K -4,629 -9%
IAS
1015
Investment Advisory Services
Texas
$2.88M -$190K -3,037 -6%
CCT
1016
Capital City Trust
Florida
$2.87M +$40.9K +654 +1%
VFG
1017
V2 Financial group
Illinois
$2.86M +$21.9K +350 +0.8%
AP
1018
Appleton Partners
Massachusetts
$2.86M -$111K -1,778 -4%
KFGK
1019
Keystone Financial Group (Kentucky)
Kentucky
$2.85M -$30.2K -483 -1%
AFA
1020
AllGen Financial Advisors
Florida
$2.85M +$279K +4,458 +11%
TGAM
1021
TBH Global Asset Management
Tennessee
$2.85M -$14.9K -239 -0.5%
PWPS
1022
Pinnacle Wealth Planning Services
Ohio
$2.83M +$132K +2,110 +5%
NME
1023
Notis-McConarty Edward
$2.83M
T
1024
TCWP
Ohio
$2.83M +$2.89M +46,320 New
PAS
1025
Park Avenue Securities
New York
$2.83M +$331K +5,294 +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.