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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
ACI
1701
Alpha Cubed Investments
California
$1.03M -$2.69K -43 -0.3%
EARNEST Partners
1702
EARNEST Partners
Georgia
$1.03M -$37.4K -598 -3%
PWM
1703
Prentice Wealth Management
New York
$1.03M +$364K +5,824 +53%
ATWA
1704
Arbor Trust Wealth Advisors
Michigan
$1.03M -$58.9K -943 -5%
LWAM
1705
Legacy Wealth Asset Management
Minnesota
$1.02M +$36.2K +579 +4%
HJMC
1706
Hellman Jordan Management Company
Massachusetts
$1.02M -$519K -8,300 -33%
BDF
1707
Balasa Dinverno & Foltz
$1.02M -$64.5K -1,032 -6%
SIG
1708
Sargent Investment Group
Maryland
$1.02M +$143K +2,295 +16%
BCP
1709
Berkeley Capital Partners
Georgia
$1.02M +$151K +2,419 +17%
MCM
1710
McMillion Capital Management
North Carolina
$1.02M +$16.6K +266 +2%
RWP
1711
Ridgecrest Wealth Partners
California
$1.01M +$64.8K +1,037 +7%
APIM
1712
Agate Pass Investment Management
Washington
$1.01M +$1.03M +16,526 New
PT
1713
Plimoth Trust
Massachusetts
$1.01M -$11.7K -187 -1%
PIFP
1714
Partners in Financial Planning
Virginia
$1.01M -$221K -3,529 -22%
S
1715
Seeyond
France
$1.01M -$8.38K -134 -0.8%
EGA
1716
E&G Advisors
Texas
$1.01M -$5.88K -94 -0.6%
CA
1717
Cornerstone Advisory
Maryland
$1.01M -$4.31K -69 -0.4%
TSWM
1718
Tyler-Stone Wealth Management
Ohio
$1.01M +$1.03M +16,449 New
CRB
1719
Chad R. Baker
$1M
FSG
1720
Financial Strategies Group
Michigan
$1M +$92.4K +1,479 +10%
BFA
1721
Beaumont Financial Advisors
Massachusetts
$999K -$4.06K -65 -0.4%
DCM
1722
Deuterium Capital Management
Florida
$999K +$1.02M +16,320 New
AWM
1723
Aevitas Wealth Management
Massachusetts
$998K +$657K +10,515 +181%
AWM
1724
Aberdeen Wealth Management
Illinois
$992K -$20.6K -330 -2%
HIG
1725
Heritage Investment Group
Florida
$992K +$1.01M +16,219 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.