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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
VFP
2101
Verus Financial Partners
Virginia
$587K +$1.38K +22 +0.2%
FAT
2102
First American Trust
California
$585K +$7.94K +127 +1%
CWM
2103
Curi Wealth Management
North Carolina
$582K +$594K +9,512 New
HCP
2104
Holt Capital Partners
Texas
$581K -$40.6K -649 -6%
UF
2105
Univest Financial
Pennsylvania
$580K +$1.25K +20 +0.2%
EDRIA
2106
Edmonds Duncan Registered Investment Advisors
Kansas
$580K +$15.6K +250 +3%
BWA
2107
Beam Wealth Advisors
Louisiana
$579K -$46.1K -738 -7%
RIA
2108
Recurrent Investment Advisors
Texas
$578K
KOMWMG
2109
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$578K +$331K +5,298 +128%
WA
2110
WBH Advisory
Maryland
$576K +$62 +1 +0%
CCP
2111
Carmel Capital Partners
California
$576K +$588K +9,414 New
IVP
2112
Intrinsic Value Partners
Arizona
$574K +$586K +9,377 New
TWM
2113
TriaGen Wealth Management
California
$573K +$1K +16 +0.2%
EFM
2114
E Fund Management
China
$572K +$6.81K +109 +1%
JWM
2115
Janiczek Wealth Management
Colorado
$572K +$27.9K +446 +5%
CAL
2116
Capital Analysts LLC
Pennsylvania
$571K +$375 +6 +0.1%
LWA
2117
Lenox Wealth Advisors
New York
$570K +$9.44K +151 +2%
KC
2118
Kenfarb & Co
Kentucky
$569K +$581K +9,300 New
SMA
2119
Sage Mountain Advisors
Georgia
$568K -$6.25K -100 -1%
TAM
2120
Todd Asset Management
Kentucky
$567K -$108K -1,729 -16%
CCM
2121
Condor Capital Management
New Jersey
$566K -$839K -13,417 -59%
MWM
2122
MBE Wealth Management
Wisconsin
$566K +$43.6K +698 +8%
FCT
2123
First Community Trust
Iowa
$565K +$577K +9,239 New
FFA
2124
Fragasso Financial Advisors
Pennsylvania
$565K -$64.8K -1,037 -10%
PCIA
2125
Prime Capital Investment Advisors
Kansas
$564K -$962K -15,397 -63%

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.