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Exxon Mobil
XOM

Overview Fund Activity

2,686 hedge funds and large institutions have $124B invested in Exxon Mobil in 2021 Q1 according to their latest regulatory filings, with 274 funds opening new positions, 1,062 increasing their positions, 1,118 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,686
Holders Change
+143
Holders Change %
+5.62%
% of All Funds
47.3%
Holding in Top 10
95
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+41.79%
% of All Funds
1.67%
New
274
Increased
1,062
Reduced
1,118
Closed
105
Calls
$3.04B
Puts
$3.48B
Net Calls
-$437M
Net Calls Change
-$334M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$814M
2
State Street
State Street
Massachusetts
+$337M
3
BlackRock
BlackRock
New York
+$298M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$282M
5
Deutsche Bank
Deutsche Bank
Germany
+$273M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$826M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$473M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$353M
4
HL
Harding Loevner
New Jersey
-$311M
5
Franklin Resources
Franklin Resources
California
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
1051
Formidable Asset Management
Ohio
$2.35M -$14.3K -250 -0.6%
GAM
1052
Gotham Asset Management
New York
$2.34M +$2.34M +41,937 New
VNA
1053
Valley National Advisers
Pennsylvania
$2.34M +$137K +2,452 +6%
BCA
1054
Biltmore Capital Advisors
New Jersey
$2.33M -$83.8K -1,502 -3%
SAA
1055
Southeast Asset Advisors
Georgia
$2.33M – – –
FNB
1056
Farmers National Bank
Kentucky
$2.33M -$398K -7,122 -15%
AIA
1057
AGF Investments America
Ontario, Canada
$2.32M – – –
CWM
1058
Concentric Wealth Management
California
$2.32M +$104K +1,870 +5%
SFA
1059
Sequoia Financial Advisors
Ohio
$2.31M -$73.2K -1,311 -3%
DMC
1060
Drexel Morgan & Co
Pennsylvania
$2.31M +$55.8K +1,000 +2%
NL
1061
NWAM LLC
Washington
$2.31M +$404K +7,238 +21%
VAS
1062
Vestmark Advisory Solutions
Massachusetts
$2.3M +$108K +1,942 +5%
RCA
1063
Resonant Capital Advisors
Wisconsin
$2.3M +$1.16M +20,708 +101%
NSAM
1064
North Star Asset Management
Wisconsin
$2.29M -$282K -5,051 -11%
MIAN
1065
Mariner Independent Advisor Network
Kansas
$2.29M -$1.01M -18,013 -31%
SIM
1066
Sonora Investment Management
Arizona
$2.29M -$93.1K -1,667 -4%
IEFM
1067
IQ EQ Fund Management
Ireland
$2.28M – – –
SGCA
1068
Steel Grove Capital Advisors
Tennessee
$2.28M +$895K +16,026 +64%
KOC
1069
Koss-Olinger Consulting
Florida
$2.28M +$2.28M +40,775 New
CCM
1070
Coldstream Capital Management
Washington
$2.27M +$92.6K +1,659 +4%
EP
1071
Eudaimonia Partners
Tennessee
$2.26M -$1.05M -18,853 -32%
FA
1072
FDx Advisors
Illinois
$2.26M -$170K -3,049 -7%
WP
1073
WealthSource Partners
California
$2.26M -$11.4K -204 -0.5%
KMWM
1074
Keudell/Morrison Wealth Management
Oregon
$2.25M +$63.9K +1,144 +3%
MWPCG
1075
Measured Wealth Private Client Group
New Hampshire
$2.24M -$35.6K -638 -2%
41 42
43
44 45