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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
RCWM
1401
Royal Capital Wealth Management
Indiana
$1.58M +$1.61M +25,822 New
RSVP
1402
Ramsay Stattman Vela & Price
Colorado
$1.58M -$64.7K -1,035 -4%
BBNA
1403
Bremer Bank National Association
Minnesota
$1.58M -$389K -6,226 -19%
FMP
1404
Financial Management Professionals
Texas
$1.57M -$79.5K -1,272 -5%
JCM
1405
Janney Capital Management
Pennsylvania
$1.57M -$13.1K -209 -0.8%
GIM
1406
Grassi Investment Management
California
$1.57M +$6.25K +100 +0.4%
RIA
1407
Realta Investment Advisors
Delaware
$1.57M +$15.2K +243 +1%
CG
1408
Castellan Group
Kentucky
$1.57M +$134K +2,138 +9%
SFS
1409
Solitude Financial Services
Virginia
$1.57M -$316K -5,058 -16%
HA
1410
HYA Advisors
Missouri
$1.56M -$89.1K -1,425 -5%
WC
1411
Westhampton Capital
North Carolina
$1.55M -$25K -400 -2%
DBRC
1412
D.B. Root & Company
Pennsylvania
$1.55M -$152K -2,439 -9%
FF
1413
FourThought Financial
Florida
$1.55M -$11.9K -191 -0.7%
CFS
1414
CRA Financial Services
New Jersey
$1.55M +$126K +2,013 +9%
TT
1415
TI-Trust
Illinois
$1.55M +$1.58M +25,278 New
BG
1416
Bollard Group
Massachusetts
$1.54M
MYLI
1417
Meiji Yasuda Life Insurance
Japan
$1.54M +$194K +3,097 +14%
CCP
1418
Clarkston Capital Partners
Michigan
$1.54M +$1.25M +20,072 +393%
HH
1419
HWG Holdings
Texas
$1.54M +$1.57M +25,190 New
EAMA
1420
EFG Asset Management (Americas)
Florida
$1.54M -$246K -3,931 -14%
WKWM
1421
Walter & Keenan Wealth Management
Indiana
$1.54M -$653K -10,450 -29%
JWM
1422
Jeppson Wealth Management
California
$1.54M -$13.5K -216 -0.9%
TC
1423
TwinBeech Capital
New York
$1.53M -$431K -6,899 -22%
SIC
1424
Sigma Investment Counselors
Michigan
$1.53M -$36.8K -589 -2%
GCM
1425
Gladius Capital Management
Illinois
$1.53M +$1.57M +25,050 New

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.