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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
PAMP
1526
Polar Asset Management Partners
Ontario, Canada
$1.32M +$438K +7,005 +48%
RHDIC
1527
R.H. Dinel Investment Counsel
California
$1.32M
LWANC
1528
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.32M -$106K -1,700 -7%
NCM
1529
Nelson Capital Management
California
$1.31M +$68.8K +1,101 +5%
CIM
1530
CIM Investment Management
Pennsylvania
$1.31M -$25.1K -402 -2%
ANRIA
1531
American National Registered Investment Advisor
Texas
$1.31M
HIA
1532
Harbor Investment Advisory
Maryland
$1.31M +$68.4K +1,095 +5%
FBB
1533
Fulton Breakefield Broenniman
Maryland
$1.3M +$148K +2,373 +13%
EF
1534
Exeter Financial
Arizona
$1.3M +$23K +368 +2%
Jones Financial Companies
1535
Jones Financial Companies
Missouri
$1.3M -$6.38K -102 -0.5%
OPCM
1536
Osborne Partners Capital Management
California
$1.3M +$60.1K +962 +5%
HGERS
1537
Householder Group Estate & Retirement Specialist
Arizona
$1.3M +$1.33M +21,239 New
SFA
1538
Seneca Financial Advisors
New York
$1.3M -$1.38K -22 -0.1%
DHGWA
1539
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.29M +$1.32M +21,125 New
FFBTD
1540
First Financial Bank - Trust Division
Ohio
$1.29M -$7.06K -113 -0.5%
FMLI
1541
Fukoku Mutual Life Insurance
Japan
$1.29M +$89.4K +1,430 +7%
FIM
1542
Fernwood Investment Management
Massachusetts
$1.29M +$33.7K +539 +3%
PWMAG
1543
Pinnacle Wealth Management Advisory Group
New Jersey
$1.29M +$498K +7,973 +61%
JCA
1544
Jade Capital Advisors
New Jersey
$1.29M +$1.25M +20,000 New
PWA
1545
Peterson Wealth Advisors
Utah
$1.29M +$1.31M +21,023 New
SIP
1546
Stoneridge Investment Partners
Pennsylvania
$1.28M
NP
1547
NorthRock Partners
Minnesota
$1.28M +$67.4K +1,078 +5%
CGA
1548
Crescent Grove Advisors
Illinois
$1.28M +$439K +7,022 +50%
LF
1549
Lantz Financial
Illinois
$1.28M +$37.8K +605 +3%
FFS
1550
Founders Financial Securities
Maryland
$1.28M +$8.44K +135 +0.7%

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.