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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
DWM
1926
Darwin Wealth Management
Florida
$734K +$2.75K +44 +0.4%
EWM
1927
Evermay Wealth Management
Virginia
$733K -$140K -2,241 -16%
BIC
1928
Beach Investment Counsel
Pennsylvania
$732K
WE
1929
Wealth Effects
Massachusetts
$732K +$748K +11,970 New
PG
1930
Proffitt & Goodson
Tennessee
$730K -$12.2K -195 -2%
AOG
1931
Alpha Omega Group
Virginia
$730K
LC
1932
LCNB Corp
Ohio
$730K +$1.63K +26 +0.2%
MC
1933
Machina Capital
France
$730K +$289K +4,632 +63%
IFG
1934
Investors Financial Group
Minnesota
$729K +$125 +2 +0%
PIN
1935
Prudent Investors Network
California
$728K +$400K +6,406 +117%
WCM
1936
Windsor Capital Management
Arizona
$727K +$36.3K +581 +5%
MWP
1937
Meridian Wealth Partners
Pennsylvania
$725K +$19.7K +315 +3%
ETC
1938
Exchange Traded Concepts
Oklahoma
$725K +$684K +10,949 +1,210%
SIA
1939
Schechter Investment Advisors
Michigan
$725K +$740K +11,848 New
OBWG
1940
Onyx Bridge Wealth Group
New York
$722K +$48K +768 +7%
BWM
1941
BT Wealth Management
Georgia
$721K +$232K +3,715 +46%
TLFA
1942
True Link Financial Advisors
California
$721K +$672K +10,750 +1,048%
CNBT
1943
Cornerstone National Bank & Trust
Illinois
$721K -$69.5K -1,112 -9%
WI
1944
Wedgewood Investors
Pennsylvania
$719K +$10.9K +175 +2%
BWM
1945
BCS Wealth Management
Tennessee
$719K +$93.4K +1,494 +15%
NWM
1946
Northcape Wealth Management
New York
$718K +$733K +11,734 New
BWA
1947
BDO Wealth Advisors
Florida
$714K -$40.6K -650 -5%
REMPR
1948
Roof Eidam Maycock Peralta (REMP)
California
$714K
JE
1949
JMAC Enterprises
Pennsylvania
$713K +$556K +8,904 New
CA
1950
Claro Advisors
Massachusetts
$712K -$714K -11,422 -50%

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.