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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
ALAM
1726
Asahi Life Asset Management
Japan
$990K -$54.4K -870 -5%
WA
1727
Waddell & Associates
Tennessee
$988K -$67.2K -1,076 -6%
GG
1728
Gleason Group
Kentucky
$986K +$14K +224 +1%
SFS
1729
Summit Financial Strategies
Ohio
$983K -$31.3K -500 -3%
TWM
1730
Triton Wealth Management
Arizona
$979K -$65.9K -1,055 -8%
WWMSC
1731
Wagner Wealth Management (South Carolina)
South Carolina
$978K +$15.5K +248 +2%
PAM
1732
Peak Asset Management
Colorado
$978K +$35.1K +562 +4%
SEIA
1733
Signature Estate & Investment Advisors
California
$976K +$51.6K +826 +5%
MLL
1734
Moody Lynn & Lieberson
Massachusetts
$976K +$58K +928 +6%
RFA
1735
Reilly Financial Advisors
California
$974K +$104K +1,658 +12%
PPG
1736
Peak Planning Group
Colorado
$971K -$5.81K -93 -0.6%
SN
1737
Sittner & Nelson
Oregon
$970K -$70.2K -1,124 -7%
PWA
1738
Providence Wealth Advisors
Illinois
$970K +$113K +1,803 +15%
HWAM
1739
Hennion & Walsh Asset Management
New Jersey
$962K -$382K -6,113 -28%
UBG
1740
United Bank (Georgia)
Georgia
$961K +$14.9K +238 +2%
TC
1741
Titleist Capital
Texas
$961K +$982K +15,708 New
LCOV
1742
London Company of Virginia
Virginia
$960K
AIM
1743
Aspen Investment Management
Michigan
$956K -$6.13K -98 -0.6%
LA
1744
LVW Advisors
New York
$954K +$11.2K +179 +1%
WA
1745
WealthTrust Axiom
Pennsylvania
$954K +$29.6K +473 +3%
ACM
1746
Argyle Capital Management
Pennsylvania
$953K +$41.8K +669 +4%
KBG
1747
Kahn Brothers Group
New York
$952K
BHWM
1748
Beaird Harris Wealth Management
Texas
$952K +$972K +15,554 New
RPWA
1749
Regent Peak Wealth Advisors
Georgia
$951K +$19.6K +313 +2%
MIH
1750
Meitav Investment House
Israel
$951K +$656K +10,500 +204%

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.