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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
VBCG
1851
Valley Brook Capital Group
Pennsylvania
$804K
ACP
1852
Arcus Capital Partners
Georgia
$804K +$73.9K +1,182 +10%
SA
1853
Syntax Advisors
New York
$804K +$821K +13,142 New
DI
1854
DFPG Investments
Utah
$802K -$308K -4,929 -31%
CT
1855
Clearstead Trust
Maine
$801K +$14.7K +235 +2%
EFA
1856
Evernest Financial Advisors
Indiana
$801K +$492K +7,868 New
CCM
1857
Carlson Capital Management
Minnesota
$797K -$150K -2,398 -16%
ACM
1858
Academy Capital Management
Texas
$797K
FRA
1859
Front Row Advisors
California
$797K +$18.9K +303 +2%
CFA
1860
Capstone Financial Advisors
Illinois
$796K -$22.9K -366 -3%
MWM
1861
Moulton Wealth Management
Washington
$796K +$29.9K +478 +4%
AAM
1862
Auxier Asset Management
Oregon
$795K -$32.8K -525 -4%
BIM
1863
Barton Investment Management
Pennsylvania
$795K
ACM
1864
Advisors Capital Management
New Jersey
$794K -$231K -3,696 -22%
MAM
1865
Morse Asset Management
Connecticut
$794K -$10.1K -162 -1%
HCMG
1866
Howard Capital Management Group
California
$791K -$60.8K -973 -7%
CSIA
1867
Carl Stuart Investment Advisor
Texas
$791K +$808K +12,928 New
VAS
1868
Valicenti Advisory Services
New York
$789K -$25K -400 -3%
NCM
1869
Novare Capital Management
North Carolina
$788K +$74K +1,184 +10%
TA
1870
TrueWealth Advisors
Alabama
$787K -$121K -1,933 -13%
EOCM
1871
Energy Opportunities Capital Management
Texas
$787K
LJHT
1872
Laurie J. Hall Trustee
$785K -$113K -1,801 -12%
IC
1873
Intersect Capital
California
$785K +$92.3K +1,477 +13%
SAM
1874
Security Asset Management
New York
$784K -$39.9K -639 -5%
MSA
1875
Marino Stram & Associates
Massachusetts
$784K +$27.8K +444 +4%

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.