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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
MWPCG
1876
Measured Wealth Private Client Group
New Hampshire
$783K -$6.44K -103 -0.8%
IP
1877
Ignite Planners
California
$783K +$674K +10,780 New
FH
1878
FWG Holdings
Florida
$782K +$20.5K +328 +3%
WFA
1879
WMG Financial Advisors
Tennessee
$782K +$798K +12,776 New
APWA
1880
Atlas Private Wealth Advisors
New Jersey
$779K -$937 -15 -0.1%
CFFP
1881
Center for Financial Planning
Michigan
$778K +$20.8K +333 +3%
KAM
1882
KEB Asset Management
Illinois
$778K +$795K +12,715 New
MHWM
1883
Montz Harcus Wealth Management
Louisiana
$777K +$793K +12,690 New
RIM
1884
Rockbridge Investment Management
New York
$774K -$186K -2,976 -19%
MIC
1885
Meridian Investment Counsel
California
$774K -$22.6K -361 -3%
ZIG
1886
Zullo Investment Group
Pennsylvania
$772K +$789K +12,623 New
NFSG
1887
Newbridge Financial Services Group
Florida
$771K +$115K +1,833 +17%
FUBT
1888
First United Bank & Trust
Maryland
$770K -$122K -1,950 -13%
P
1889
&Partners
Tennessee
$769K -$97.1K -1,553 -11%
DOA
1890
D'Orazio & Associates
Virginia
$768K -$4.94K -79 -0.6%
WA
1891
Wealthstar Advisors
Texas
$767K -$8.31K -133 -1%
CFAM
1892
Coury Firm Asset Management
Pennsylvania
$766K +$782K +12,514 New
CI
1893
Clal Insurance
Israel
$765K -$156K -2,500 -17%
WC
1894
Whitney & Co
New York
$765K +$4.88K +78 +0.6%
AAP
1895
Arax Advisory Partners
Colorado
$765K +$312K +4,986 +66%
AWG
1896
Altus Wealth Group
Colorado
$764K
BBL
1897
Beck Bode LLC
Massachusetts
$763K -$22.1K -353 -3%
SG
1898
Somerset Group
Minnesota
$763K
BIA
1899
Benchmark Investment Advisors
Illinois
$763K +$779K +12,463 New
WWM
1900
Windsor Wealth Management
Indiana
$760K +$141K +2,252 +24%

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.