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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
XWM
1951
Xcel Wealth Management
Florida
$711K -$125K -1,994 -15%
PWP
1952
Private Wealth Partners
California
$711K +$65.1K +1,042 +10%
DW
1953
Domani Wealth
Pennsylvania
$711K +$75.6K +1,209 +12%
EP
1954
EPIQ Partners
Minnesota
$709K
CCWA
1955
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$706K +$26.9K +430 +4%
EC
1956
Enhancing Capital
Pennsylvania
$706K +$721K +11,540 New
I
1957
INVST
Indiana
$704K +$56.4K +903 +11%
BBA
1958
Baader Bank Aktiengesellschaft
Germany
$703K +$718K +11,490 New
UFA
1959
US Financial Advisors
Massachusetts
$702K
CAM
1960
Close Asset Management
United Kingdom
$702K +$50.2K +803 +8%
WFG
1961
Wills Financial Group
Virginia
$702K +$107K +1,707 +17%
CWM
1962
Centric Wealth Management
Illinois
$701K -$187 -3 -0%
CS
1963
Cannell & Spears
New York
$701K
NF
1964
Norwood Financial
Pennsylvania
$701K +$716K +11,450 New
MMHP
1965
Murphy Middleton Hinkle & Parker
Georgia
$700K +$10.8K +172 +2%
BWCS
1966
Beirne Wealth Consulting Services
Connecticut
$700K +$50K +800 +8%
IA
1967
IAM Advisory
Pennsylvania
$699K -$62.1K -994 -9%
SP
1968
Successful Portfolios
Florida
$698K +$5K +80 +0.7%
OIA
1969
Optimum Investment Advisors
Illinois
$698K +$25.4K +406 +4%
CCM
1970
Crossvault Capital Management
Texas
$697K -$59.8K -956 -8%
GCP
1971
GSA Capital Partners
United Kingdom
$696K -$196K -3,136 -22%
CP
1972
Coho Partners
Pennsylvania
$693K -$3.56K -57 -0.5%
NG
1973
Northstar Group
New York
$693K
SCM
1974
Schnieders Capital Management
California
$693K +$10.9K +175 +2%
KWMG
1975
King Wealth Management Group
Florida
$693K +$176K +2,816 +33%

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.