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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
GSIS
2351
Global Strategic Investment Solutions
Arizona
$397K +$27.9K +446 +7%
TRIA
2352
Trail Ridge Investment Advisors
Colorado
$397K +$406K +6,493 New
CA
2353
Claris Advisors
Missouri
$397K +$406K +6,494 New
GSWM
2354
Greenup Street Wealth Management
Michigan
$396K +$404K +6,464 New
BCP
2355
Blue Chip Partners
Michigan
$395K +$9.31K +149 +2%
TWM
2356
Tradition Wealth Management
Minnesota
$394K +$168K +2,692 +72%
SSWG
2357
Seven Springs Wealth Group
Tennessee
$394K +$402K +6,440 New
FPB
2358
First PREMIER Bank
South Dakota
$393K +$22.1K +354 +6%
SWM
2359
Sugarloaf Wealth Management
Georgia
$392K -$10.1K -161 -2%
ACM
2360
Advance Capital Management
Michigan
$392K +$400K +6,402 New
MPPLM
2361
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$391K +$9.81K +157 +3%
NIM
2362
NuWave Investment Management
New Jersey
$391K +$396K +6,333 +12,924%
RDFA
2363
Ritter Daniher Financial Advisory
Ohio
$390K -$34K -544 -8%
AFM
2364
Abbot Financial Management
Massachusetts
$390K -$27.9K -447 -7%
AM
2365
Atwater Malick
Pennsylvania
$390K
WMC
2366
Westwood Management Corporation
Illinois
$390K
FP
2367
Fiduciary Planning
Florida
$389K -$10.4K -167 -3%
CCM
2368
Crew Capital Management
Ohio
$389K -$4.44K -71 -1%
BCP
2369
Blackhawk Capital Partners
Wisconsin
$389K +$15.4K +246 +4%
SDAM
2370
Shulman DeMeo Asset Management
New York
$388K +$396K +6,335 New
DP
2371
DDD Partners
Washington
$387K +$80.1K +1,282 +25%
KAM
2372
Kraft Asset Management
Tennessee
$387K +$396K +6,330 New
OCG
2373
Opus Capital Group
Ohio
$386K
MFS
2374
McNamara Financial Services
Massachusetts
$385K
DC
2375
Darrow Company
Massachusetts
$385K +$394K +6,302 New

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.