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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
SIM
1126
Sentry Investment Management
Wisconsin
$2.4M +$153K +2,454 +7%
KMWM
1127
Keudell/Morrison Wealth Management
Oregon
$2.4M -$149K -2,392 -6%
SFG
1128
SevenBridge Financial Group
Pennsylvania
$2.4M +$110K +1,756 +5%
TYCC
1129
Texas Yale Capital Corp
Florida
$2.39M +$115K +1,835 +5%
CIC
1130
Cornercap Investment Counsel
Georgia
$2.38M +$62.4K +999 +3%
DCM
1131
Dupont Capital Management
Delaware
$2.38M -$79.4K -1,270 -3%
IA
1132
IFG Advisory
Georgia
$2.37M -$62 -1 -0%
Skandinaviska Enskilda Banken (SEB)
1133
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.37M
LJAC
1134
L.J. Altfest & Co
New York
$2.37M +$250 +4 +0%
BTWM
1135
Baker Tilly Wealth Management
Wisconsin
$2.37M +$112K +1,798 +5%
BIAS
1136
Beacon Investment Advisory Services
New Jersey
$2.37M -$160K -2,565 -6%
RWM
1137
Ritholtz Wealth Management
New York
$2.37M +$308K +4,924 +15%
VST
1138
Van Strum & Towne
California
$2.37M +$11.8K +188 +0.5%
EH
1139
Equitable Holdings
New York
$2.36M -$13.9K -222 -0.6%
CPC
1140
Congress Park Capital
New York
$2.36M -$13.1K -210 -0.5%
IEFM
1141
IQ EQ Fund Management
Ireland
$2.36M -$126K -2,021 -5%
JIC
1142
Joel Isaacson & Co
New York
$2.36M +$45K +720 +2%
JMFC
1143
J.M. Forbes & Co
Massachusetts
$2.36M +$53.7K +859 +2%
KS
1144
Karpas Strategies
Connecticut
$2.33M -$15.6K -250 -0.7%
SIC
1145
Shoker Investment Counsel
Ohio
$2.32M +$39.1K +626 +2%
1IA
1146
1834 Investment Advisors
Wisconsin
$2.31M -$173K -2,764 -7%
IB
1147
Intrust Bank
Kansas
$2.3M +$152K +2,429 +7%
LG
1148
LaFleur & Godfrey
Michigan
$2.3M +$500K +8,000 +27%
HIC
1149
Holderness Investments Company
North Carolina
$2.3M -$7.31K -117 -0.3%
BO
1150
Bank OZK
Arkansas
$2.3M +$40.4K +646 +2%

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.