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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
DIP
1426
DT Investment Partners
Pennsylvania
$1.53M -$467K -7,477 -23%
CFC
1427
Cincinnati Financial Corp
Ohio
$1.53M
EWA
1428
Exencial Wealth Advisors
Oklahoma
$1.53M -$677K -10,833 -30%
EAM
1429
Evanson Asset Management
California
$1.52M +$47.2K +755 +3%
VBWMG
1430
Von Berge Wealth Management Group
California
$1.52M +$1.25M +19,970 New
SWMP
1431
Signature Wealth Management Partners
New Jersey
$1.51M -$31.3K -500 -2%
MW
1432
Marcum Wealth
Ohio
$1.51M -$156K -2,492 -9%
TC
1433
Telemus Capital
Michigan
$1.51M -$58.1K -929 -4%
WMA
1434
Wealth Management Associates
New Jersey
$1.51M -$30.1K -482 -2%
FCM
1435
Firestone Capital Management
Florida
$1.51M +$12.3K +196 +0.8%
BEI
1436
Benjamin Edwards Inc
Missouri
$1.51M +$302K +4,831 +24%
CA
1437
Calton & Associates
Florida
$1.5M -$74.2K -1,187 -4%
CAM
1438
Columbia Asset Management
Michigan
$1.5M -$48K -768 -3%
SFP
1439
Sandbox Financial Partners
Maryland
$1.5M -$250 -4 -0%
HFG
1440
Heron Financial Group
New York
$1.5M +$3K +48 +0.3%
CPA
1441
Cardiff Park Advisors
California
$1.5M +$1.53M +24,493 New
DE
1442
Day & Ennis
Georgia
$1.5M -$10.6K -170 -0.7%
PFBT
1443
Parkside Financial Bank & Trust
Missouri
$1.49M -$334K -5,343 -18%
PJSIMP
1444
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.49M +$46.9K +750 +4%
AG
1445
Algert Global
California
$1.48M +$1.52M +24,248 New
FFA
1446
Founders Financial Alliance
North Carolina
$1.48M -$15.2K -243 -1%
BW
1447
Bison Wealth
Georgia
$1.48M -$136K -2,178 -8%
PCG
1448
Private Capital Group
Connecticut
$1.48M -$40K -640 -3%
HRC
1449
Hoertkorn Richard Charles
$1.48M +$71.9K +1,150 +5%
RIG
1450
Renaissance Investment Group
Massachusetts
$1.47M -$61.1K -977 -4%

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.