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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
TF
1176
Threadgill Financial
Texas
$2.21M +$1.02M +16,255 +81%
NFG
1177
Next Financial Group
Texas
$2.21M +$14.9K +239 +0.7%
BP
1178
BBR Partners
New York
$2.2M -$112K -1,790 -5%
KIC
1179
Keating Investment Counselors
Florida
$2.2M
JWA
1180
JFS Wealth Advisors
Pennsylvania
$2.19M +$26.5K +424 +1%
CIA
1181
Cohen Investment Advisors
New Hampshire
$2.19M +$116K +1,851 +5%
VWA
1182
V Wealth Advisors
Kansas
$2.19M -$244K -3,907 -10%
OWA
1183
Outlook Wealth Advisors
Texas
$2.19M -$128K -2,049 -5%
SFO
1184
Stokes Family Office
Louisiana
$2.19M -$250K -4,005 -10%
MGIA
1185
Matthew Goff Investment Advisor
Texas
$2.19M -$35.9K -574 -2%
SSWM
1186
Smith Salley Wealth Management
North Carolina
$2.19M +$1.06M +16,944 +90%
AWMT
1187
AAFMAA Wealth Management & Trust
North Carolina
$2.18M -$29.3K -469 -1%
JWBC
1188
J.W. Burns & Co
New York
$2.18M -$165K -2,646 -7%
MWM
1189
Minot Wealth Management
Massachusetts
$2.17M -$158K -2,522 -7%
SBL
1190
Sargent Bickham Lagudis
Colorado
$2.16M +$28.8K +460 +1%
VF
1191
Virtu Financial
New York
$2.16M +$2.21M +35,348 New
WP
1192
WealthPLAN Partners
Nebraska
$2.16M -$341K -5,462 -16%
CWM
1193
Calamos Wealth Management
Illinois
$2.16M +$20.3K +325 +0.9%
FAM
1194
Fenimore Asset Management
New York
$2.15M -$31.3K -500 -1%
SB
1195
Sunflower Bank
Texas
$2.15M +$15.8K +253 +0.7%
C1AG
1196
Client 1st Advisory Group
Florida
$2.14M -$6.75K -108 -0.3%
AAI
1197
American Assets Inc
California
$2.14M
CAM
1198
Carret Asset Management
New York
$2.14M -$403K -6,441 -16%
BCA
1199
Biltmore Capital Advisors
New Jersey
$2.14M -$168K -2,696 -7%
VFA
1200
Voya Financial Advisors
Connecticut
$2.14M -$1.54M -24,614 -41%

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.