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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
AW
1751
Avion Wealth
Texas
$950K +$161K +2,574 +20%
HI
1752
Hoey Investments
Pennsylvania
$949K +$243K +3,892 +33%
CA
1753
Crewe Advisors
Utah
$948K +$76.6K +1,225 +9%
AG
1754
AIA Group
Hong Kong
$944K -$53.6K -857 -5%
BCM
1755
Bourgeon Capital Management
Connecticut
$942K +$312K +5,000 +48%
SF
1756
SBK Financial
Virginia
$942K +$962K +15,400 New
COCM
1757
Charter Oak Capital Management
New Hampshire
$941K +$46.3K +740 +5%
CG
1758
Corundum Group
Colorado
$936K +$30.8K +492 +3%
SW
1759
SteelPeak Wealth
California
$934K -$419K -6,708 -31%
AW
1760
ACG Wealth
Georgia
$933K -$172K -2,753 -15%
GSWM
1761
Golden State Wealth Management
California
$931K +$137K +2,189 +17%
GFPC
1762
Global Financial Private Client
Florida
$929K -$90.3K -1,445 -9%
VCM
1763
Viewpoint Capital Management
Washington
$928K +$948K +15,169 New
GWM
1764
Gray Wealth Management
Maine
$927K +$55.8K +892 +6%
EDRH
1765
Edmond de Rothschild Holding
Switzerland
$927K +$68.7K +1,100 +8%
IIC
1766
Integrated Investment Consultants
Michigan
$923K +$47.7K +763 +5%
FFWM
1767
Future Financial Wealth Management
Ohio
$922K +$228K +3,652 +34%
CTA
1768
Colonial Trust Advisors
South Carolina
$921K +$72.8K +1,165 +8%
LIG
1769
Lokken Investment Group
Delaware
$920K +$14.9K +238 +2%
AT
1770
American Trust
Kentucky
$919K +$938K +15,009 New
UHC
1771
Union Heritage Capital
Michigan
$918K
CWM
1772
Chesapeake Wealth Management
Virginia
$917K +$51.3K +820 +6%
KC
1773
Knuff & Co
California
$912K -$5.56M -89,040 -86%
5L
1774
55I LLC
Massachusetts
$912K +$165K +2,646 +22%
LA
1775
Lifeworks Advisors
Michigan
$912K +$931K +14,904 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.