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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
WP
1201
WealthSource Partners
California
$2.14M +$187 +3 +0%
NAS
1202
Nicolet Advisory Services
Wisconsin
$2.13M +$132K +2,111 +6%
DBIA
1203
Dumont & Blake Investment Advisors
New Jersey
$2.13M -$16.4K -262 -0.7%
CW
1204
CreativeOne Wealth
Kansas
$2.11M -$844K -13,499 -28%
TNA
1205
True North Advisors
Texas
$2.11M -$30.4K -486 -1%
FCMT
1206
Founders Capital Management (Texas)
Texas
$2.11M -$6.75K -108 -0.3%
MWM
1207
Modera Wealth Management
New Jersey
$2.11M +$322K +5,153 +18%
EGM
1208
Engineers Gate Manager
New York
$2.11M +$997K +15,945 +86%
HWA
1209
Heritage Wealth Advisors
Virginia
$2.1M +$114K +1,825 +6%
FFA
1210
First Foundation Advisors
California
$2.09M +$132K +2,108 +7%
GIM
1211
Guardian Investment Management
California
$2.09M -$3.13K -50 -0.1%
FMWA
1212
Forvis Mazars Wealth Advisors
Missouri
$2.09M -$39.9K -638 -2%
BPM
1213
Bowling Portfolio Management
Ohio
$2.09M -$9K -144 -0.4%
ESBC
1214
E.S. Barr & Co
Kentucky
$2.09M
QT
1215
Quantbot Technologies
New York
$2.08M +$2.13M +34,052 New
CRIG
1216
Charter Research & Investment Group
Connecticut
$2.08M -$127K -2,036 -6%
CC
1217
Copperleaf Capital
North Carolina
$2.08M -$102K -1,639 -5%
FTC
1218
Farmers Trust Company
Ohio
$2.08M +$16.9K +270 +0.8%
PA
1219
PFG Advisors
Arizona
$2.07M -$49.4K -791 -2%
TA
1220
TruWealth Advisors
Louisiana
$2.07M -$98K -1,568 -4%
MMPW
1221
Mitchell McLeod Pugh & Williams
Alabama
$2.07M +$167K +2,675 +9%
CC
1222
Corsicana & Co
Texas
$2.06M -$6.25K -100 -0.3%
YIA
1223
YHB Investment Advisors
Connecticut
$2.06M -$155K -2,479 -7%
EP
1224
Edgestream Partners
New Jersey
$2.06M +$1.07M +17,158 +104%
DS
1225
DRW Securities
Illinois
$2.06M +$1.72M +27,461 +444%

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.