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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
IFWM
2251
Institute for Wealth Management
Colorado
$459K -$34.1K -545 -7%
AAM
2252
Augustine Asset Management
Florida
$459K -$4.25K -68 -0.9%
FZCM
2253
Flynn Zito Capital Management
New York
$458K +$468K +7,485 New
FIA
2254
FNY Investment Advisers
New York
$458K +$469K +7,500 New
AA
2255
Auxano Advisors
Washington
$457K +$375 +6 +0.1%
BPFA
2256
Barnes Pettey Financial Advisors
Mississippi
$457K +$466K +7,461 New
QCM
2257
Quantinno Capital Management
New York
$457K +$466K +7,464 New
RAM
2258
Redmond Asset Management
Virginia
$456K +$246K +3,942 +112%
GF
2259
Gries Financial
Ohio
$454K -$1.95M -31,271 -81%
WAM
2260
Winslow Asset Management
Ohio
$454K -$43.8K -700 -9%
GWSG
2261
GPS Wealth Strategies Group
Colorado
$454K +$46.2K +739 +11%
ANB
2262
Amarillo National Bank
Texas
$454K +$66.7K +1,067 +17%
CAM
2263
Cozad Asset Management
Illinois
$453K -$6.25K -100 -1%
PS
2264
Portfolio Strategies
New York
$451K
GWAM
2265
Guardian Wealth Advisors (Minnesota)
Minnesota
$451K +$15.3K +245 +3%
FA
2266
Faithward Advisors
Pennsylvania
$450K -$34.8K -556 -7%
WCG
2267
Weaver Consulting Group
California
$449K +$6.13K +98 +1%
HCM
2268
HM Capital Management
Missouri
$449K +$458K +7,332 New
TCBWMS
2269
Texas Capital Bank Wealth Management Services
Texas
$449K +$459K +7,342 New
MM
2270
Meridian Management
Arkansas
$446K
PFA
2271
Pinnacle Family Advisors
Missouri
$446K +$625 +10 +0.1%
PFA
2272
Pure Financial Advisors
California
$446K +$11.3K +181 +3%
GG
2273
Golden Green
South Carolina
$445K -$208K -3,321 -31%
AF
2274
Aldebaran Financial
$445K -$29.3K -469 -6%
CT
2275
Coastline Trust
Rhode Island
$445K -$13.4K -215 -3%

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.