We are live on ! Find out more
XOM icon

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
IAG
2376
Investmark Advisory Group
Connecticut
$385K +$394K +6,305 New
ED
2377
Exane Derivatives
France
$385K +$393K +6,289 New
SA
2378
Strategic Advisors
New York
$384K -$82.9K -1,327 -17%
TLP
2379
Trinity Legacy Partners
Texas
$383K +$125K +1,998 +47%
AC
2380
ASB Consultores
Florida
$383K +$391K +6,258 New
SIC
2381
Schwartz Investment Counsel
Michigan
$382K
AIL
2382
AGF Investments LLC
Ontario, Canada
$382K +$355K +5,678 +1,012%
MHB
2383
Midwest Heritage Bank
Iowa
$381K +$389K +6,225 New
CAAM
2384
Cornerstone Advisors Asset Management
Pennsylvania
$379K +$387K +6,194 New
IWA
2385
Intercontinental Wealth Advisors
Texas
$379K -$106K -1,700 -22%
HWA
2386
Heritage Way Advisors
Illinois
$379K -$1.38K -22 -0.4%
BA
2387
Ballast Advisors
Minnesota
$378K +$2.19K +35 +0.6%
BIA
2388
Barry Investment Advisors
Massachusetts
$377K -$27.1K -433 -7%
ES
2389
Eagle Strategies
New York
$377K +$385K +6,156 New
LAM
2390
L2 Asset Management
Massachusetts
$377K +$385K +6,161 New
SIA
2391
Sage Investment Advisers
New York
$377K +$385K +6,162 New
MKC
2392
M. Kraus & Co
Vermont
$376K -$226K -3,620 -37%
LBC
2393
Lawrence B. Cohen
$376K +$19.4K +311 +5%
HAC
2394
Harbor Advisory Corp
New Hampshire
$374K
FVWA
2395
Foster Victor Wealth Advisors
South Carolina
$374K +$78.4K +1,254 +31%
WC
2396
Weil Company
California
$373K +$250 +4 +0.1%
ASFA
2397
All Season Financial Advisors
Colorado
$373K +$1.63K +26 +0.4%
SC
2398
Schoolcraft Capital
Colorado
$372K
PWM
2399
Provident Wealth Management
Tennessee
$372K
LWA
2400
Lineweaver Wealth Advisors
Ohio
$372K +$4.44K +71 +1%

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.