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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
HSWM
1151
Hubbell Strickland Wealth Management
Louisiana
$2.29M -$28.1K -449 -1%
PP
1152
Pacifica Partners
Canada
$2.29M +$53.9K +863 +3%
MYIA
1153
Mount Yale Investment Advisors
Colorado
$2.29M +$40.8K +652 +2%
RMA
1154
Roffman Miller Associates
Pennsylvania
$2.29M -$46.9K -750 -2%
JPMIA
1155
J.P. Marvel Investment Advisors
Massachusetts
$2.29M +$142K +2,265 +6%
TW
1156
TrinityPoint Wealth
Connecticut
$2.28M -$187K -2,993 -7%
BAM
1157
Berkshire Asset Management
Pennsylvania
$2.28M -$232K -3,712 -9%
HNWAG
1158
High Net Worth Advisory Group
Florida
$2.28M +$2.33M +37,311 New
BSA
1159
Bull Street Advisors
Georgia
$2.28M -$27.6K -441 -1%
PFO
1160
Pathstone Family Office
New Jersey
$2.27M +$55.8K +892 +2%
AIA
1161
Avalon Investment & Advisory
Texas
$2.27M -$928K -14,854 -29%
DMC
1162
Drexel Morgan & Co
Pennsylvania
$2.27M -$50K -800 -2%
MGP
1163
Metis Global Partners
California
$2.27M +$2.32M +37,062 New
SVWAG
1164
Sound View Wealth Advisors Group
Georgia
$2.24M +$404K +6,463 +21%
AT
1165
Arvest Trust
Oklahoma
$2.24M +$2.29M +36,589 New
TFM
1166
TFC Financial Management
Massachusetts
$2.24M -$27.3K -437 -1%
PTB
1167
Pioneer Trust Bank
Oregon
$2.24M -$8.13K -130 -0.4%
MFW
1168
Meristem Family Wealth
Minnesota
$2.23M +$52.6K +841 +2%
HHAA
1169
Henry H. Armstrong Associates
Pennsylvania
$2.23M
BFO
1170
Boston Family Office
Massachusetts
$2.22M -$28.1K -450 -1%
WAL
1171
W Advisors LLC
Tennessee
$2.22M +$2.27M +36,335 New
BCB
1172
Brian C. Broderick
$2.22M -$441K -7,050 -16%
BA
1173
Baugh & Associates
Georgia
$2.22M -$41.9K -670 -2%
SB
1174
Strategic Blueprint
Georgia
$2.21M +$104K +1,657 +5%
ECM
1175
Exchange Capital Management
Michigan
$2.21M -$20.3K -325 -0.9%

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.