We are live on ! Find out more
XOM icon

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
PSC
1651
Prentiss Smith & Co
Vermont
$1.1M -$111K -1,779 -9%
MGWM
1652
Marks Group Wealth Management
Minnesota
$1.1M +$136K +2,172 +14%
SFG
1653
StrategIQ Financial Group
Indiana
$1.1M +$342K +5,475 +44%
LFA
1654
Lauterbach Financial Advisors
Texas
$1.1M +$1.12M +17,980 New
APW
1655
Aurora Private Wealth
New Jersey
$1.1M -$226K -3,612 -17%
FIM
1656
Freedom Investment Management
Connecticut
$1.1M -$152K -2,439 -12%
PIM
1657
Provident Investment Management
Michigan
$1.09M -$2.69K -43 -0.2%
PAM
1658
Private Asset Management
California
$1.09M +$21.1K +337 +2%
LSPW
1659
Lake Street Private Wealth
Illinois
$1.09M +$830K +13,286 +294%
EWM
1660
Empirical Wealth Management
Washington
$1.09M +$105K +1,682 +10%
CWM
1661
Campbell Wealth Management
Virginia
$1.08M -$12.8K -204 -1%
CCT
1662
Chemung Canal Trust
New York
$1.08M +$88.2K +1,411 +9%
CCIA
1663
Campbell & Co Investment Adviser
Maryland
$1.08M -$1.9M -30,450 -63%
PGAM
1664
Princeton Global Asset Management
New Jersey
$1.08M -$11.7K -187 -1%
LA
1665
Lakeside Advisors
Washington
$1.08M +$1.1M +17,638 New
ACM
1666
Armbruster Capital Management
New York
$1.08M +$310K +4,964 +39%
MFG
1667
Merit Financial Group
Georgia
$1.07M -$12K -192 -1%
WA
1668
Waverly Advisors
Alabama
$1.07M +$35K +560 +4%
SWIM
1669
Smallwood Wealth Investment Management
New Jersey
$1.07M +$1.1M +17,550 New
WMP
1670
Wealth Management Partners
Arizona
$1.07M -$88.9K -1,422 -7%
EIP
1671
Ellis Investment Partners
Pennsylvania
$1.07M -$47K -752 -4%
IA
1672
IndexIQ Advisors
New York
$1.07M +$142K +2,274 +15%
WAOTB
1673
Wealth Advisors of Tampa Bay
Florida
$1.07M +$547K +8,754 +100%
LC
1674
Lincoln Capital
Nebraska
$1.07M -$3.13K -50 -0.3%
TIAM2
1675
Tru Independence Asset Management 2
Oregon
$1.07M +$761K +12,172 +229%

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.