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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
ZCA
1901
Zeke Capital Advisors
Pennsylvania
$759K +$104K +1,663 +15%
WPC
1902
Wedmont Private Capital
Pennsylvania
$759K +$671K +10,741 New
RFA
1903
RTD Financial Advisors
Pennsylvania
$759K +$775K +12,402 New
NCM
1904
Next Capital Management
New York
$753K -$483K -7,736 -39%
MCM
1905
McRae Capital Management
New Jersey
$752K -$31.3K -500 -4%
SHGA
1906
Sand Hill Global Advisors
California
$750K -$233K -3,725 -23%
BPWM
1907
Badgley Phelps Wealth Managers
Washington
$749K -$20K -320 -3%
OCM
1908
Osterweis Capital Management
California
$746K -$37.6K -602 -5%
SCM
1909
SOL Capital Management
Maryland
$746K -$10.9K -174 -1%
ECG
1910
EPIQ Capital Group
California
$746K +$375 +6 +0%
JSC
1911
Jackson Square Capital
California
$746K +$31.4K +503 +4%
CAM
1912
CenterStar Asset Management
Illinois
$744K
FC
1913
Farley Capital
New York
$743K +$754K +12,069 New
AAS
1914
Annex Advisory Services
Wisconsin
$742K +$264K +4,230 +54%
YAL
1915
Your Advocates Ltd
Texas
$741K -$82.2K -1,316 -10%
WOSD
1916
WFA of San Diego
California
$740K -$497K -7,949 -40%
SC
1917
Saybrook Capital
North Carolina
$740K
RFA
1918
Resurgent Financial Advisors
Georgia
$740K +$756K +12,098 New
RW
1919
Rede Wealth
Virginia
$739K -$37.3K -597 -5%
TA
1920
TFG Advisers
Michigan
$738K +$22.8K +364 +3%
OCPWS
1921
One Charles Private Wealth Services
Massachusetts
$737K -$37.9K -607 -5%
PGA
1922
Portland Global Advisors
Maine
$737K
DWP
1923
Destiny Wealth Partners
Florida
$737K +$8.56K +137 +1%
CSPIA
1924
Cary Street Partners Investment Advisory
Virginia
$737K +$164K +2,619 +28%
BHTS
1925
Bar Harbor Trust Services
Maine
$736K -$7.5K -120 -1%

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.