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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
BG
2151
Benedetti & Gucer
Georgia
$543K +$7.31K +117 +1%
GAAM
2152
Guinness Atkinson Asset Management
California
$542K +$56.3K +900 +11%
KIG
2153
Kowal Investment Group
Wisconsin
$541K +$43.1K +690 +8%
FPOC
2154
Financial Planners of Cleveland
Ohio
$541K +$511K +8,181 New
WIC
2155
Whitegate Investment Counselors
New Hampshire
$540K -$2.94M -47,078 -84%
AC
2156
Avenir Corporation
Virginia
$540K
NA
2157
Navellier & Associates
Nevada
$538K -$31.3K -500 -5%
HWM
2158
Hohimer Wealth Management
Washington
$538K -$29.9K -478 -5%
GC
2159
Grace Capital
Massachusetts
$538K +$75K +1,200 +16%
SHWM
2160
Silicon Hills Wealth Management
Texas
$536K -$148K -2,365 -21%
UAS
2161
United Asset Strategies
New York
$535K -$46.8K -748 -8%
AWP
2162
Ascent Wealth Partners
New York
$534K +$1.13K +18 +0.2%
WRM
2163
Weybosset Research & Management
Rhode Island
$533K -$10.3K -165 -2%
AWM
2164
Accurate Wealth Management
Florida
$532K +$18.1K +289 +4%
OAM
2165
Occidental Asset Management
California
$530K +$187 +3 +0%
CWS
2166
Cypress Wealth Services
California
$529K -$124K -1,984 -19%
PFA
2167
Pathway Financial Advisors
Vermont
$529K +$435K +6,963 New
ACWM
2168
Adams Chetwood Wealth Management
North Carolina
$527K +$29.7K +475 +6%
TCFP
2169
Treasure Coast Financial Planning
Florida
$527K +$538K +8,609 New
SFS
2170
Starfox Financial Services
Texas
$526K +$450K +7,197 New
PCP
2171
Proficio Capital Partners
Massachusetts
$524K +$20K +320 +4%
CWP
2172
Capital Wealth Planning
Florida
$523K -$114K -1,819 -18%
SAM
2173
Seelaus Asset Management
New Jersey
$523K -$62.5K -1,000 -10%
PAG
2174
Powers Advisory Group
Illinois
$523K +$534K +8,543 New
OFS
2175
Orrstown Financial Services
Pennsylvania
$522K -$196K -3,141 -30%

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.