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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
APC
2201
Asset Planning Corporation
Tennessee
$498K
STB
2202
S&T Bank
Pennsylvania
$497K -$43.2K -691 -8%
PIA
2203
Perennial Investment Advisors
California
$497K +$500 +8 +0.1%
IGGA
2204
Iron Gate Global Advisors
Utah
$497K +$200K +3,204 +74%
DWM
2205
Dorchester Wealth Management
Quebec, Canada
$496K -$15.6K -250 -3%
E
2206
Ergoteles
New York
$496K +$506K +8,099 New
ZF
2207
Zhang Financial
Michigan
$495K +$1.75K +28 +0.3%
NWM
2208
Northwest Wealth Management
Iowa
$492K +$184K +2,938 +58%
CA
2209
Cambridge Advisors
Nebraska
$491K +$625 +10 +0.1%
GCP
2210
Gill Capital Partners
Colorado
$490K +$106K +1,692 +27%
CPA
2211
Clear Perspective Advisors
Illinois
$489K +$4.56K +73 +0.9%
MIM
2212
Merrion Investment Management
New Jersey
$489K +$9.5K +152 +2%
RZH
2213
Relyea Zuckerberg Hanson
Connecticut
$489K +$85.1K +1,361 +25%
KCM
2214
KRS Capital Management
Michigan
$489K +$500K +8,003 New
FCA
2215
FinTrust Capital Advisors
South Carolina
$488K -$120K -1,921 -19%
TFA
2216
Trinity Financial Advisors
Ohio
$487K +$10K +160 +2%
DIM
2217
Delta Investment Management
California
$486K -$205K -3,282 -29%
AI
2218
Accredited Investors
Minnesota
$485K -$4.75K -76 -0.9%
FNC
2219
First National Corp
Massachusetts
$484K -$23.7K -379 -5%
CBFP
2220
Cedar Brook Financial Partners
Ohio
$483K +$21.5K +344 +5%
NJBEST
2221
New Jersey Better Educational Savings Trust
New Jersey
$482K
TCCM
2222
Timber Creek Capital Management
Massachusetts
$482K
SFG
2223
SNS Financial Group
Minnesota
$481K +$7.44K +119 +2%
KC
2224
Kingfisher Capital
North Carolina
$480K -$55.5K -888 -10%
SNB
2225
Security National Bank
Nebraska
$478K -$33.9K -543 -7%

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.