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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
IWM
1301
IHT Wealth Management
Illinois
$1.82M +$63.8K +1,021 +4%
SPC
1302
Stewart & Patten Company
California
$1.82M -$104K -1,657 -5%
LWM
1303
Laidlaw Wealth Management
New York
$1.82M -$86.7K -1,388 -4%
AFAS
1304
Acorn Financial Advisory Services
Virginia
$1.82M -$204K -3,271 -10%
BI
1305
Beecher Investors
Connecticut
$1.81M +$1.85M +29,650 New
KOC
1306
Koss-Olinger Consulting
Florida
$1.81M +$98.1K +1,569 +6%
GFA
1307
Gifford Fong Associates
California
$1.81M
SCM
1308
Stonebridge Capital Management
California
$1.81M -$6.25K -100 -0.3%
CFA
1309
CWS Financial Advisors
Michigan
$1.8M +$1.84M +29,493 New
WI
1310
Wintrust Investments
Illinois
$1.8M +$43.9K +703 +2%
FPAS
1311
Focus Partners Advisor Solutions
Missouri
$1.8M +$1.84M +29,414 New
CM
1312
Columbus Macro
Pennsylvania
$1.79M -$158K -2,526 -8%
RCM
1313
Raleigh Capital Management
North Carolina
$1.79M +$1.83M +29,255 New
MGAM
1314
McGowan Group Asset Management
Texas
$1.79M +$1.38K +22 +0.1%
AGP
1315
Autumn Glory Partners
Texas
$1.79M +$1.83M +29,224 New
FWP
1316
FAS Wealth Partners
Kansas
$1.79M +$15K +240 +0.8%
LCS
1317
Levin Capital Strategies
New York
$1.78M -$199K -3,184 -10%
RPCONE
1318
Retirement Planning Company of New England
Rhode Island
$1.78M +$1.82M +29,161 New
UCI
1319
Uncommon Cents Investing
Wisconsin
$1.78M -$50K -800 -3%
MCCP
1320
Mission Creek Capital Partners
California
$1.77M +$45.6K +729 +3%
SC
1321
Stolper & Co
Oklahoma
$1.77M +$372K +5,946 +26%
KCM
1322
Kathmere Capital Management
Pennsylvania
$1.76M -$142K -2,269 -7%
LA
1323
Latitude Advisors
Florida
$1.76M +$254K +4,068 +16%
MCM
1324
Mainstay Capital Management
Michigan
$1.76M +$351K +5,618 +24%
DWT
1325
Dorsey & Whitney Trust
South Dakota
$1.76M -$132K -2,115 -7%

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.