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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
CFA
1601
Compass Financial Advisors
Indiana
$1.2M +$1.22M +19,532 New
ACP
1602
Aveo Capital Partners
Colorado
$1.19M +$134K +2,139 +12%
FWM
1603
Finer Wealth Management
Massachusetts
$1.19M +$1.22M +19,478 New
RMAM
1604
Raab & Moskowitz Asset Management
New Jersey
$1.19M -$131K -2,092 -10%
GWA
1605
Gibson Wealth Advisors
Texas
$1.19M +$1.22M +19,469 New
NCM
1606
NCM Capital Management
New Jersey
$1.19M +$1.22M +19,450 New
CAM
1607
Concorde Asset Management
Michigan
$1.19M +$251K +4,010 +26%
PCMC
1608
Private Capital Management (Colorado)
Colorado
$1.19M -$9.13K -146 -0.7%
MWM
1609
Mattern Wealth Management
Kansas
$1.18M +$67.1K +1,074 +6%
WTB
1610
Washington Trust Bank
Washington
$1.18M -$4.38K -70 -0.4%
FC
1611
Financial Council
Maryland
$1.18M +$15.6K +249 +1%
ER
1612
Enlightenment Research
Florida
$1.18M +$1.2M +19,200 New
BCM
1613
Blume Capital Management
California
$1.17M
CHP
1614
Cable Hill Partners
Oregon
$1.17M -$57.6K -921 -5%
CBOR
1615
Community Bank of Raymore
Missouri
$1.17M
NDSI
1616
Newman Dignan & Sheerar Inc
Rhode Island
$1.17M -$8.69K -139 -0.7%
BFS
1617
Bickling Financial Services
Massachusetts
$1.16M +$3.25K +52 +0.3%
BCA
1618
Bray Capital Advisors
Florida
$1.16M +$12.5K +200 +1%
RB
1619
Renasant Bank
Mississippi
$1.16M +$322K +5,151 +37%
STC
1620
Sarah T. Connolly
$1.16M
DFA
1621
Delta Financial Advisors
Louisiana
$1.15M -$23.9K -383 -2%
DG
1622
DMC Group
Alabama
$1.15M +$961K +15,370 New
AWC
1623
Adamsbrown Wealth Consultants
Kansas
$1.15M +$1.18M +18,824 New
OWP
1624
Obermeyer Wealth Partners
Colorado
$1.15M -$244K -3,908 -17%
SAMT
1625
Select Asset Management & Trust
Pennsylvania
$1.15M

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.