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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 %
OCM
1751
Orleans Capital Management
Louisiana
$535K +$535K +14,090 New
CC
1752
Cadinha & Co
Hawaii
$534K -$71.8K -1,889 -12%
TW
1753
TrinityPoint Wealth
Connecticut
$534K +$9.56K +252 +2%
GVAG
1754
Great Valley Advisor Group
Delaware
$533K -$105K -2,764 -16%
AIA
1755
AIMZ Investment Advisors
California
$533K -$3.61K -95 -0.7%
PD
1756
Planning Directions
Pennsylvania
$530K +$250K +6,588 +89%
ACM
1757
Advisors Capital Management
New Jersey
$529K -$5.9M -155,334 -92%
OWP
1758
Obermeyer Wealth Partners
Colorado
$529K -$107K -2,825 -17%
SWMG
1759
Strategic Wealth Management Group
Maryland
$529K -$50.5K -1,329 -9%
FC
1760
Financial Consulate
Maryland
$529K +$48.6K +1,282 +10%
RHBC
1761
R.H. Bluestein & Co
Michigan
$528K -$451K -11,869 -46%
YAL
1762
Your Advocates Ltd
Texas
$528K +$361K +9,524 +217%
IP
1763
Investment Partners
Ohio
$527K -$4.67K -123 -0.9%
AAM
1764
Auxier Asset Management
Oregon
$527K -$1.44K -38 -0.3%
UC
1765
Unio Capital
New Jersey
$522K – – –
LCM
1766
Leisure Capital Management
California
$521K +$80.6K +2,122 +18%
SBA
1767
Secrest Blakey & Associates
North Carolina
$520K +$134K +3,537 +35%
CHA
1768
Carmichael Hill & Associates
Maryland
$519K +$3.53K +93 +0.7%
LFA
1769
Legacy Financial Advisors
Kentucky
$519K +$33K +711 +7%
RWA
1770
River Wealth Advisors
Pennsylvania
$519K +$58.4K +1,536 +13%
CA
1771
Crewe Advisors
Utah
$516K -$24.1K -634 -4%
TIA
1772
Traphagen Investment Advisors
New Jersey
$516K +$79.8K +2,101 +18%
MC
1773
Maverick Capital
Texas
$515K +$515K +13,555 New
OI
1774
Oakbrook Investments
Illinois
$513K -$324K -8,523 -39%
DWM
1775
Dakota Wealth Management
Florida
$511K -$467K -12,301 -48%
69 70
71
72 73