We are live on ! Find out more
XOM icon

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
CWS
1101
Confluence Wealth Services
Pennsylvania
$2.49M +$2.54M +40,651 New
BCM
1102
Becker Capital Management
Oregon
$2.48M -$267K -4,265 -10%
HCA
1103
Harbour Capital Advisors
Virginia
$2.48M +$132K +2,105 +5%
PTC
1104
Philadelphia Trust Company
Pennsylvania
$2.47M +$6.25K +100 +0.2%
BOH
1105
Bank of Hawaii
Hawaii
$2.47M -$1.43M -22,840 -36%
EWM
1106
Endurance Wealth Management
Rhode Island
$2.47M -$376K -6,024 -13%
SLWA
1107
San Luis Wealth Advisors
California
$2.47M -$556K -8,904 -18%
WSC
1108
Wellington Shields & Co
New York
$2.47M -$128K -2,050 -5%
IC
1109
IEQ Capital
California
$2.47M +$377K +6,036 +18%
PMFA
1110
Plante Moran Financial Advisors
Michigan
$2.46M -$21.1K -338 -0.8%
ANI
1111
American National Insurance
Texas
$2.45M -$13.6M -217,474 -84%
CL
1112
CIM LLC
New York
$2.45M -$197K -3,153 -9%
CWM
1113
Concentric Wealth Management
California
$2.45M -$132K -2,116 -5%
UFG
1114
United Fire Group
Iowa
$2.45M
RCAP
1115
Resolute Capital Asset Partners
Colorado
$2.45M +$2.5M +40,000 New
HA
1116
Hamel Associates
New Jersey
$2.44M +$1.57M +25,132 +169%
BEC
1117
Blue Edge Capital
Virginia
$2.44M -$325K -5,203 -12%
TFS
1118
Thoroughbred Financial Services
Tennessee
$2.44M +$54.1K +866 +2%
SC
1119
Sawyer & Company
Massachusetts
$2.43M -$93.9K -1,503 -4%
VNA
1120
Valley National Advisers
Pennsylvania
$2.42M -$97.2K -1,556 -4%
GVAG
1121
Great Valley Advisor Group
Delaware
$2.42M -$229K -3,665 -8%
BWP
1122
Baldwin Wealth Partners
Massachusetts
$2.42M -$3.94K -63 -0.2%
IBOK
1123
Independence Bank of Kentucky
Kentucky
$2.42M -$57.3K -916 -2%
TCA
1124
Tortoise Capital Advisors
Kansas
$2.42M -$515K -8,233 -17%
FNB
1125
Farmers National Bank
Kentucky
$2.41M -$586K -9,380 -19%

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.