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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 %
PGA
1726
Portland Global Advisors
Maine
$550K -$58.1K -1,530 -10%
FWM
1727
FSA Wealth Management
Massachusetts
$550K -$27.4K -722 -5%
SLF
1728
Sun Life Financial
Ontario, Canada
$549K +$113K +2,985 +26%
JGIA
1729
Jackson Grant Investment Advisers
Connecticut
$548K -$3K -79 -0.5%
Wealth Enhancement Advisory Services
1730
Wealth Enhancement Advisory Services
Minnesota
$547K -$1.17M -26,015 -68%
OIA
1731
Optimum Investment Advisors
Illinois
$546K -$77.1K -2,030 -12%
MWPCG
1732
Measured Wealth Private Client Group
New Hampshire
$546K -$42.4K -1,117 -7%
WCAMG
1733
Woodard & Company Asset Management Group
North Carolina
$546K +$15.2K +400 +3%
AWM
1734
Absher Wealth Management
North Carolina
$546K +$149K +3,919 +37%
PP
1735
PagnatoKarp Partners
Virginia
$546K +$223K +5,886 +69%
MIC
1736
Meridian Investment Counsel
California
$545K -$46.8K -1,231 -8%
RHP
1737
Royal Harbor Partners
Texas
$544K +$15.8K +415 +3%
SCA
1738
STALEY CAPITAL ADVISERS
Pennsylvania
$543K -$6.42K -169 -1%
CIM
1739
Chapman Investment Management
California
$542K – – –
ITIM
1740
Indiana Trust & Investment Management
Indiana
$540K -$50.5K -1,329 -9%
BDF
1741
Balasa Dinverno & Foltz
$540K +$304 +8 +0.1%
PP
1742
PDS Planning
Ohio
$539K +$63.9K +1,683 +13%
F
1743
F3Logic
Minnesota
$537K -$4.42K -117 -0.8%
AWP
1744
Ascent Wealth Partners
New York
$537K +$45.9K +1,207 +9%
ACWM
1745
Adams Chetwood Wealth Management
North Carolina
$537K +$232K +5,015 +76%
KWM
1746
Keebeck Wealth Management
Illinois
$536K -$4.06K -107 -0.8%
GAM
1747
Gould Asset Management
California
$536K – – –
NCM
1748
Noesis Capital Mangement
Florida
$535K -$20.1K -530 -4%
SIMM
1749
Stillwater Investment Management (Minnesota)
Minnesota
$535K -$60.7K -1,599 -10%
EOCM
1750
Energy Opportunities Capital Management
Texas
$535K +$199K +5,250 +59%
68 69
70
71 72