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
BWFA
1826
Baltimore-Washington Financial Advisors
Maryland
$842K +$45.1K +721 +6%
FBA
1827
Front Barnett Associates
Illinois
$840K -$7.5K -120 -0.9%
VC
1828
Vestor Capital
Illinois
$839K
BWA
1829
Burt Wealth Advisors
Maryland
$839K +$22K +352 +3%
HIM
1830
Hotaling Investment Management
Pennsylvania
$839K +$156K +2,500 +22%
SCFS
1831
S.C. Financial Services
Arizona
$839K +$743K +11,895 New
CCG
1832
Chatham Capital Group
Georgia
$835K
EHWM
1833
Eads & Heald Wealth Management
Georgia
$835K +$60.6K +970 +8%
LAM
1834
LifePro Asset Management
California
$831K +$250K +4,001 +42%
DDC
1835
DF Dent & Co
Maryland
$830K +$65.2K +1,044 +8%
SIMM
1836
Stillwater Investment Management (Minnesota)
Minnesota
$829K -$1.56K -25 -0.2%
SAM
1837
Secure Asset Management
Michigan
$829K -$1.44K -23 -0.2%
A
1838
Astrantus
Cyprus
$829K +$846K +13,541 New
BIP
1839
Blueprint Investment Partners
North Carolina
$827K +$558K +8,933 +195%
GP
1840
Girard Partners
Pennsylvania
$826K -$46.1K -737 -5%
PP
1841
PFS Partners
New Jersey
$823K +$841K +13,455 New
PPW
1842
Parcion Private Wealth
Washington
$822K -$1.5K -24 -0.2%
TFO
1843
Tarbox Family Office
California
$818K +$12.3K +197 +1%
LRPA
1844
L. Roy Papp & Associates
Arizona
$817K -$113K -1,811 -12%
ARMT
1845
Amica Retiree Medical Trust
Rhode Island
$816K +$69.7K +1,115 +9%
BI
1846
Blooom Inc
Kansas
$815K -$91.4K -1,462 -10%
4WM
1847
44 Wealth Management
Oregon
$815K
CWM
1848
Cedar Wealth Management
California
$808K +$91.9K +1,471 +13%
CJFS
1849
Coulter & Justus Financial Services
Tennessee
$808K +$825K +13,199 New
VCG
1850
Vantage Consulting Group
Virginia
$804K -$76.1K -1,217 -8%

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.