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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 %
MWM
1701
Moulton Wealth Management
Washington
$572K -$43.2K -1,001 -7%
CAM
1702
Concorde Asset Management
Michigan
$572K +$284K +7,462 +99%
Jones Financial Companies
1703
Jones Financial Companies
Missouri
$571K -$106K -2,787 -16%
JWM
1704
JGP Wealth Management
Oregon
$570K -$1.86M -42,497 -77%
IDBONY
1705
Israel Discount Bank of New York
New York
$568K +$47.5K +1,250 +9%
DL
1706
DOHJ LLC
Washington
$568K +$108K +2,851 +24%
WWM
1707
Windsor Wealth Management
Indiana
$565K -$170K -4,482 -23%
ACA
1708
Ackerman Capital Advisors
Texas
$564K -$372K -9,784 -40%
CPA
1709
Capital Planning Advisors
California
$564K -$43.7K -1,151 -7%
BFP
1710
Briaud Financial Planning
Texas
$563K -$326K -8,578 -37%
BWM
1711
Baystate Wealth Management
Massachusetts
$563K -$39.4K -1,038 -7%
SIG
1712
Sargent Investment Group
Maryland
$563K -$27.5K -725 -5%
BDWM
1713
Brewin Dolphin Wealth Management
Ireland
$563K -$44.8K -1,180 -7%
CT
1714
Clearstead Trust
Maine
$562K -$44.5K -1,173 -7%
RPWA
1715
Regent Peak Wealth Advisors
Georgia
$562K +$299K +7,877 +113%
AGA
1716
Arkos Global Advisors
Texas
$562K +$562K +14,807 New
AIM
1717
Aspen Investment Management
Michigan
$558K +$20K +526 +4%
JWCA
1718
J.W. Cole Advisors
Florida
$557K -$2.94M -77,363 -84%
RC
1719
Roundview Capital
New Jersey
$554K -$689K -18,148 -55%
CAM
1720
Cacti Asset Management
Georgia
$553K -$13.2M -352,479 -96%
AA
1721
Alesco Advisors
New York
$553K -$26.6K -700 -5%
MPM
1722
Meritage Portfolio Management
Kansas
$553K -$19K -500 -3%
ACI
1723
Alpha Cubed Investments
California
$552K -$197K -5,200 -26%
VIA
1724
Vident Investment Advisory
Georgia
$551K -$870K -22,907 -61%
LIM
1725
Loudon Investment Management
New Hampshire
$551K -$91.8K -2,415 -14%
67 68
69
70 71