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Exxon Mobil
XOM

Overview Fund Activity

2,737 hedge funds and large institutions have $140B invested in Exxon Mobil in 2021 Q2 according to their latest regulatory filings, with 192 funds opening new positions, 1,110 increasing their positions, 1,131 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,737
Holders Change
+51
Holders Change %
+1.9%
% of All Funds
47.78%
Holding in Top 10
108
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.68%
% of All Funds
1.89%
New
192
Increased
1,110
Reduced
1,131
Closed
105
Calls
$2.94B
Puts
$2.97B
Net Calls
-$21M
Net Calls Change
+$416M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$899M
2
Bank of America
Bank of America
North Carolina
+$587M
3
Capital World Investors
Capital World Investors
California
+$528M
4
Ameriprise
Ameriprise
Minnesota
+$477M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$387M

Top Sellers

1
BlackRock
BlackRock
New York
-$820M
2
Morgan Stanley
Morgan Stanley
New York
-$377M
3
Franklin Resources
Franklin Resources
California
-$304M
4
Millennium Management
Millennium Management
New York
-$262M
5
HF
HRT Financial
New York
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
BLAM
2501
Bourne Lent Asset Management
New York
$231K – – –
PAI
2502
Pittenger & Anderson Inc
Nebraska
$230K – – –
ADBIC
2503
A.D. Beadell Investment Counsel
Wisconsin
$230K – – –
MCP
2504
Mirador Capital Partners
California
$230K +$230K +3,643 New
FCFC
2505
First Citizens Financial Corp
Iowa
$230K +$230K +3,644 New
LB
2506
Legacy Bridge
Iowa
$229K +$53.5K +850 +31%
STA
2507
Summit Trail Advisors
New York
$229K +$229K +3,625 New
SCG
2508
Sonata Capital Group
Washington
$228K -$24K -380 -10%
MCA
2509
Morris Capital Advisors
Pennsylvania
$228K – – –
LWMM
2510
Legacy Wealth Management (Mississippi)
Mississippi
$227K – – –
WAOI
2511
Wealth Advisors of Iowa
Iowa
$227K -$50.5K -800 -18%
BWM
2512
Biltmore Wealth Management
Arizona
$227K – – –
FWM
2513
ForthRight Wealth Management
Georgia
$227K +$820 +13 +0.4%
HPWM
2514
High Pines Wealth Management
Massachusetts
$227K +$227K +3,600 New
SC
2515
Scholtz & Company
Connecticut
$227K +$227K +3,600 New
ZIG
2516
Zuckerman Investment Group
Illinois
$226K +$226K +3,577 New
HWA
2517
Heartwood Wealth Advisors
Virginia
$226K +$226K +3,579 New
PWM
2518
Paulson Wealth Management
Illinois
$226K +$226K +3,584 New
SW
2519
SkyOak Wealth
Michigan
$225K – – –
BWM
2520
Blossom Wealth Management
California
$225K +$225K +3,560 New
PCM
2521
Perritt Capital Management
Illinois
$225K +$225K +3,570 New
KLI
2522
Kelman-Lazarov Inc
Tennessee
$225K +$225K +3,574 New
WFWM
2523
Wechter Feldman Wealth Management
New Jersey
$224K +$224K +3,544 New
CHA
2524
Cooper/Haims Advisors
New York
$224K +$224K +3,558 New
AWM
2525
Aevitas Wealth Management
Massachusetts
$223K -$2.72K -43 -1%
99 100
101
102 103