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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
SG
1976
Stonnington Group
California
$693K +$272K +4,350 +81%
FNBSF
1977
First National Bank Sioux Falls
South Dakota
$690K
EFG
1978
Everhart Financial Group
Ohio
$690K +$172K +2,752 +32%
RIM
1979
Regent Investment Management
Kentucky
$687K -$6.25K -100 -0.9%
CWM
1980
Connecticut Wealth Management
Connecticut
$686K -$148K -2,374 -17%
CAC
1981
Certified Advisory Corp
Florida
$686K +$33.6K +538 +5%
BIA
1982
Bigelow Investment Advisors
Maine
$682K -$2.56K -41 -0.4%
RIA
1983
Richwood Investment Advisors
Ohio
$682K +$696K +11,140 New
FNBOSM
1984
First National Bank of South Miami
Florida
$681K +$20.2K +323 +3%
RC
1985
Roundview Capital
New Jersey
$678K -$90.1K -1,441 -12%
SAM
1986
Sequent Asset Management
Texas
$677K +$250 +4 +0%
BMM
1987
Berkshire Money Management
Massachusetts
$677K +$35.4K +566 +5%
HTI
1988
Hikari Tsushin Inc
Japan
$677K +$691K +11,060 New
WMS
1989
Wealth Management Solutions
Pennsylvania
$676K +$690K +11,047 New
PP
1990
PDS Planning
Ohio
$675K -$22.5K -360 -3%
ICM
1991
Islay Capital Management
Texas
$675K -$2.25K -36 -0.3%
WI
1992
WrapManager Inc
California
$674K -$105K -1,674 -13%
MFP
1993
Michael F. Price
$673K
FRM
1994
Fox Run Management
Connecticut
$673K +$688K +11,003 New
PCA
1995
Pallas Capital Advisors
Massachusetts
$672K -$67.7K -1,083 -10%
ITIM
1996
Indiana Trust & Investment Management
Indiana
$672K +$13.3K +213 +2%
MWM
1997
Madison Wealth Management
Ohio
$671K +$9.19K +147 +1%
LK
1998
Lumbard & Kellner
New Hampshire
$668K
BP
1999
Ballentine Partners
Massachusetts
$667K +$142K +2,270 +26%
RRA
2000
Round Rock Advisors
Connecticut
$667K +$306K +4,893 +81%

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.