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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
NFG
2051
Nadler Financial Group
Illinois
$624K -$56.3K -900 -8%
IWP
2052
Insight Wealth Partners
Texas
$624K +$326K +5,219 +105%
LRIC
2053
Long Road Investment Counsel
Michigan
$623K
BFG
2054
Berger Financial Group
Minnesota
$623K +$17.9K +286 +3%
BFG
2055
Barber Financial Group
Kansas
$621K -$31.4K -503 -5%
DL
2056
DOHJ LLC
Washington
$621K +$53.4K +854 +9%
CWP
2057
Concord Wealth Partners
Virginia
$621K +$311K +4,975 +96%
EIA
2058
Edgemoor Investment Advisors
Maryland
$619K -$2.75K -44 -0.4%
CC
2059
Cypress Capital
Tennessee
$618K +$242K +3,874 +62%
FFG
2060
Frisch Financial Group
New York
$618K -$34.6K -553 -5%
LOPW
2061
Live Oak Private Wealth
North Carolina
$616K +$32.1K +514 +5%
APWM
2062
Atlas Private Wealth Management
New York
$616K +$317K +5,080 +102%
MF
2063
Montis Financial
Massachusetts
$616K +$363K +5,815 +137%
NRI
2064
NFP Retirement Inc
California
$616K +$11.8K +189 +2%
AWA
2065
Amplius Wealth Advisors
Pennsylvania
$615K +$629K +10,062 New
BA
2066
Bridge Advisory
California
$613K +$2.44K +39 +0.4%
SM
2067
SG3 Management
Puerto Rico
$612K +$406K +6,500 +186%
AIM
2068
Allen Investment Management
New York
$612K +$625K +10,000 New
AWM
2069
Aspire Wealth Management
Massachusetts
$611K +$624K +9,992 New
TPA
2070
Trivium Point Advisory
Connecticut
$610K +$623K +9,966 New
GDP
2071
Great Diamond Partners
Maine
$607K -$355K -5,684 -36%
PTP
2072
Platform Technology Partners
New York
$606K -$33.4K -534 -5%
AL
2073
ADE LLC
Maryland
$606K
MLFP
2074
MPS Loria Financial Planners
Illinois
$606K +$53.4K +854 +9%
RCM
2075
RB Capital Management
Nevada
$605K -$79.9K -1,279 -11%

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.