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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
LCM
2076
LCM Capital Management
Illinois
$604K +$19.1K +305 +3%
PA
2077
Perennial Advisors
New York
$603K +$61.4K +982 +11%
NIM
2078
Nexus Investment Management
Ontario, Canada
$602K
SCA
2079
Sandy Cove Advisors
Massachusetts
$602K +$615K +9,841 New
RWI
2080
Red Wave Investments
Pennsylvania
$601K -$20.4K -326 -3%
CI
2081
CPR Investments
Michigan
$599K +$612K +9,788 New
HIIFS
2082
Harel Insurance Investments & Financial Services
Israel
$599K +$617K +9,868 New
LWP
2083
Legacy Wealth Planning
Nevada
$598K -$38.7K -619 -6%
SFP
2084
Sterling Financial Planning
New Jersey
$598K +$25.1K +402 +4%
NWA
2085
New World Advisors
Massachusetts
$597K -$28.6K -458 -4%
FWP
2086
Firethorn Wealth Partners
Georgia
$597K +$610K +9,763 New
TPWM
2087
Twelve Points Wealth Management
Massachusetts
$596K +$608K +9,735 New
GM
2088
GeoWealth Management
Illinois
$594K +$20.6K +329 +4%
CL
2089
Choreo LLC
Illinois
$593K -$24.3K -389 -4%
KFP
2090
KMG Fiduciary Partners
Ohio
$593K +$49.6K +793 +9%
STCOSD
2091
Sageworth Trust Company of South Dakota
South Dakota
$593K +$606K +9,691 New
SFSG
2092
Sound Financial Strategies Group
Mississippi
$592K -$12.1K -193 -2%
WA1
2093
Wimmer Associates 1
California
$592K
AG
2094
Ascent Group
Virginia
$592K +$512K +8,199 New
RPSA
2095
Richard P. Slaughter Associates
Texas
$591K +$6.25K +100 +1%
VWA
2096
VERITY Wealth Advisors
United States
$590K -$42.5K -680 -7%
EWA
2097
EverSource Wealth Advisors
Alabama
$590K +$603K +9,653 New
CIG
2098
Cairn Investment Group
Washington
$589K -$105K -1,688 -15%
VCM
2099
Vivaldi Capital Management
Illinois
$589K +$2.38K +38 +0.4%
CANY
2100
Caxton Associates (New York)
New York
$588K +$167K +2,672 +39%

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.