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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
EF
2001
Empowered Funds
Pennsylvania
$666K +$3.5K +56 +0.5%
CWMGP
2002
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$666K +$680K +10,881 New
WHRC
2003
W.H. Reaves & Co
New Jersey
$661K
HFS
2004
Heritage Financial Services
Massachusetts
$661K +$675K +10,807 New
RDWM
2005
Red Door Wealth Management
Tennessee
$660K -$65.8K -1,053 -9%
TCMG
2006
TSP Capital Management Group
New Jersey
$660K
TF
2007
TimeScale Financial
Massachusetts
$660K +$20.8K +333 +3%
WAM
2008
Walker Asset Management
Missouri
$659K +$673K +10,774 New
LSAG
2009
Lake Street Advisors Group
New Hampshire
$658K +$45.7K +731 +7%
RH
2010
RFG Holdings
Texas
$657K +$9.44K +151 +1%
LCM
2011
Logan Capital Management
Pennsylvania
$654K -$100K -1,601 -13%
SIC
2012
Samalin Investment Counsel
New York
$653K +$3.5K +56 +0.5%
CFO
2013
CVA Family Office
Colorado
$653K +$437K +6,997 +191%
RSC
2014
Red Spruce Capital
Pennsylvania
$652K -$6.88K -110 -1%
TB
2015
Terril Brothers
Missouri
$652K
CHA
2016
Carmichael Hill & Associates
Maryland
$650K -$10.7K -171 -2%
TFGT
2017
TS Financial Group (TSFG)
Illinois
$650K -$6.56K -105 -1%
WCM
2018
Washington Capital Management
Washington
$650K -$18.8K -300 -3%
MCA
2019
MSH Capital Advisors
Arizona
$650K +$664K +10,619 New
FIB
2020
First Interstate Bank
Montana
$649K -$183K -2,933 -22%
RWA
2021
River Wealth Advisors
Pennsylvania
$649K +$4.81K +77 +0.7%
RHP
2022
Royal Harbor Partners
Texas
$647K +$71.7K +1,147 +12%
SA
2023
Sicart Associates
New York
$646K -$48.3K -772 -7%
4WM
2024
4J Wealth Management
Virginia
$646K -$1.94K -31 -0.3%
EWM
2025
Executive Wealth Management
Michigan
$646K +$52.3K +836 +9%

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.