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Exxon Mobil
XOM

Overview Fund Activity

2,437 hedge funds and large institutions have $85.7B invested in Exxon Mobil in 2020 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 975 increasing their positions, 1,211 reducing their positions, and 368 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,437
Holders Change
-291
Holders Change %
-10.67%
% of All Funds
53.83%
Holding in Top 10
84
Holding in Top 10 Change
-92
Holding in Top 10 Change %
-52.27%
% of All Funds
1.86%
New
115
Increased
975
Reduced
1,211
Closed
368
Calls
$1.36B
Puts
$1.82B
Net Calls
-$452M
Net Calls Change
-$76M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$534M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$509M
3
Charles Schwab
Charles Schwab
California
+$416M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$312M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$289M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.38B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$805M
3
Capital World Investors
Capital World Investors
California
-$680M
4
Bank of America
Bank of America
North Carolina
-$450M
5
Capital International Investors
Capital International Investors
California
-$396M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
1676
Legacy Private Trust
Wisconsin
$590K -$27.5K -724 -4%
CA
1677
Cornerstone Advisory
Maryland
$588K -$24.9K -655 -4%
EIA
1678
Eldridge Investment Advisors
New Hampshire
$588K +$152K +4,015 +35%
IAS
1679
IMA Advisory Services
Colorado
$587K -$36K -948 -6%
CP
1680
Camelot Portfolios
Ohio
$587K +$178K +4,696 +44%
GGI
1681
Godsey & Gibb Inc
Virginia
$587K +$256K +6,750 +77%
MMHP
1682
Murphy Middleton Hinkle & Parker
Georgia
$586K +$20K +528 +4%
WAM
1683
Weatherly Asset Management
California
$585K -$64.9K -1,709 -10%
AL
1684
Aspiriant LLC
California
$583K +$25.2K +667 +5%
LWM
1685
Laidlaw Wealth Management
New York
$583K +$68.8K +1,812 +13%
LRIC
1686
Long Road Investment Counsel
Michigan
$583K +$265K +6,984 +83%
AAM
1687
Ascension Asset Management
New York
$582K – – –
CWG
1688
Cornerstone Wealth Group
North Carolina
$581K +$32.6K +859 +6%
LC
1689
Lavaca Capital
Texas
$581K +$41.7K +1,100 +8%
SP
1690
Successful Portfolios
Florida
$580K +$49.6K +1,308 +9%
VCP
1691
Verus Capital Partners
Arizona
$580K +$346K +9,102 +147%
DLCIG
1692
D.L. Carlson Investment Group
New Hampshire
$578K -$605K -15,945 -51%
SAM
1693
Secure Asset Management
Michigan
$578K +$93.4K +2,462 +19%
BCA
1694
Bay Colony Advisors
Massachusetts
$578K +$171K +4,499 +42%
MFP
1695
Meridian Financial Partners
Virginia
$577K +$105K +2,428 +22%
CWM
1696
Cabot Wealth Management
Massachusetts
$573K -$13.3K -351 -2%
CBFP
1697
Cedar Brook Financial Partners
Ohio
$573K -$2.74K -72 -0.5%
BCIM
1698
Bishop & Co Investment Management
Pennsylvania
$573K – – –
GC
1699
GFG Capital
Florida
$573K +$573K +15,081 New
Kayne Anderson Rudnick Investment Management
1700
Kayne Anderson Rudnick Investment Management
California
$572K -$3.07M -80,785 -84%
66 67
68
69 70