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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
LFG
2301
Leverty Financial Group
Wisconsin
$427K +$437K +6,992 New
IAP
2302
Indie Asset Partners
Indiana
$426K -$744K -11,900 -63%
CBT
2303
Central Bank & Trust
Kentucky
$426K
IWA
2304
Inspirion Wealth Advisors
Illinois
$425K +$26.9K +431 +7%
ECM
2305
EagleClaw Capital Management
Massachusetts
$425K +$31.3K +500 +8%
MA
2306
MKT Advisors
California
$425K +$358K +5,735 New
CA
2307
Carson Advisory
Georgia
$425K +$434K +6,940 New
BOS
2308
Bank of Stockton
California
$423K -$6.25K -100 -1%
TIA
2309
Tiemann Investment Advisors
California
$422K -$9.38K -150 -2%
JLBC
2310
J.L. Bainbridge & Co
Florida
$421K -$53.2K -851 -11%
BWM
2311
BigSur Wealth Management
Florida
$421K
SAS
2312
Sanford Advisory Services
Michigan
$419K
MRWM
2313
ML&R Wealth Management
Texas
$419K +$428K +6,852 New
PWAG
2314
Polaris Wealth Advisory Group
California
$418K -$24.6M -393,397 -98%
SC
2315
Steph & Co
Wisconsin
$418K +$18.8K +300 +5%
MMG
2316
Monetary Management Group
Missouri
$418K +$62.5K +1,000 +17%
COF
2317
Capital One Financial
Virginia
$415K -$118K -1,885 -22%
NPPM
2318
North Point Portfolio Managers
Ohio
$415K -$105K -1,683 -20%
LRIA
2319
Leonard Rickey Investment Advisors
Washington
$415K +$4.44K +71 +1%
EWM
2320
EPG Wealth Management
Georgia
$414K +$687 +11 +0.2%
BBNB
2321
Baker Boyer National Bank
Washington
$414K +$423K +6,766 New
AFS
2322
Axiom Financial Strategies
Indiana
$412K
GHAM
2323
Gilman Hill Asset Management
Connecticut
$412K +$13.1K +210 +3%
WF
2324
Williams Financial
Vermont
$411K -$25.4K -406 -6%
CFP
2325
Curran Financial Partners
South Carolina
$410K -$220K -3,526 -34%

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.