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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
HFP
2226
Holistic Financial Partners
Indiana
$478K +$26.6K +426 +6%
IWP
2227
Innova Wealth Partners
Pennsylvania
$476K +$10.3K +165 +2%
FSWA
2228
Financial Synergies Wealth Advisors
Texas
$475K -$14.5K -232 -3%
OWA
2229
Octavia Wealth Advisors
Ohio
$474K +$4.06K +65 +0.8%
MCWA
2230
Meadow Creek Wealth Advisors
Georgia
$474K +$484K +7,740 New
RWM
2231
Rockwood Wealth Management
Pennsylvania
$473K +$483K +7,733 New
MAA
2232
Matrix Asset Advisors
New York
$473K +$1.56K +25 +0.3%
MS
2233
Maven Securities
Jersey
$473K +$483K +7,728 New
SPI
2234
Sutton Place Investors
New York
$473K +$483K +7,734 New
FCFC
2235
First Commonwealth Financial Corp
Pennsylvania
$472K -$13.8K -220 -3%
IRC
2236
Investors Research Corp
Georgia
$472K -$7.81K -125 -2%
ML
2237
McAdam LLC
Pennsylvania
$472K +$60.9K +974 +14%
LAM
2238
Lountzis Asset Management
Pennsylvania
$471K
QTM
2239
qPULA Trading Management
New York
$469K +$479K +7,669 New
GGI
2240
Godsey & Gibb Inc
Virginia
$468K
GAMC
2241
Garner Asset Management Corp
Texas
$468K +$62 +1 +0%
TVAMP
2242
Tennessee Valley Asset Management Partners
Tennessee
$467K -$9.13K -146 -2%
EBSAM
2243
Eubel Brady & Suttman Asset Management
Ohio
$467K +$45.3K +724 +10%
GCA
2244
Greenwood Capital Associates
South Carolina
$466K +$18.3K +293 +4%
CCA
2245
Conestoga Capital Advisors
Pennsylvania
$464K +$1.56K +25 +0.3%
BFG
2246
Baron Financial Group
New Jersey
$462K
ICM
2247
Intrepid Capital Management
Florida
$461K +$1.5K +24 +0.3%
CSPAM
2248
Cary Street Partners Asset Management
Virginia
$461K +$31.3K +500 +7%
CCA
2249
Conservest Capital Advisors
Pennsylvania
$460K +$4.06K +65 +0.9%
FFWA
2250
FRG Family Wealth Advisors
Washington
$460K +$30K +480 +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.