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Exxon Mobil
XOM

Overview Fund Activity

2,213 hedge funds and large institutions have $179B invested in Exxon Mobil in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 901 increasing their positions, 1,005 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,213
Holders Change
-13
Holders Change %
-0.58%
% of All Funds
55.17%
Holding in Top 10
481
Holding in Top 10 Change
-127
Holding in Top 10 Change %
-20.89%
% of All Funds
11.99%
New
99
Increased
901
Reduced
1,005
Closed
88
Calls
$1.82B
Puts
$2.45B
Net Calls
-$634M
Net Calls Change
-$744M

Top Buyers

1
BlackRock
BlackRock
New York
+$19.8B
2
State Street
State Street
Massachusetts
+$1.29B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$850M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$304M
5
Franklin Resources
Franklin Resources
California
+$285M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.12B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$674M
3
UBS Group
UBS Group
Switzerland
-$521M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$273M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
1801
Pathstone Family Office
New Jersey
$734K +$19.3K +235 +3%
NCM
1802
New Capital Management
Texas
$734K +$82.2K +1,003 +13%
DSAM
1803
Dock Street Asset Management
Florida
$732K -$212K -2,590 -22%
AFIA
1804
America First Investment Advisors
Nebraska
$731K – – –
HPWM
1805
Highland Private Wealth Management
Washington
$730K +$76.1K +928 +12%
BO
1806
BRR OpCo
Ohio
$727K -$30.1K -367 -4%
LK
1807
Lumbard & Kellner
New Hampshire
$726K – – –
FCH
1808
Freestone Capital Holdings
Washington
$725K -$56.4K -688 -7%
EMG
1809
Ellington Management Group
Connecticut
$722K +$722K +8,800 New
MFS
1810
McNamara Financial Services
Massachusetts
$721K -$197K -2,400 -21%
NIM
1811
Nexus Investment Management
Ontario, Canada
$713K – – –
CS
1812
Credential Securities
$711K -$287K -3,495 -29%
NGA
1813
Naples Global Advisors
Florida
$710K -$5.58K -68 -0.8%
PAM
1814
Princeton Alpha Management
New Jersey
$707K +$707K +8,624 New
GS
1815
Gagnon Securities
New York
$702K -$14.8K -180 -2%
RW
1816
REDW Wealth
New Mexico
$702K -$7.87K -96 -1%
PCMM
1817
Private Capital Management (Minnesota)
Minnesota
$701K +$61.5K +750 +10%
QIM
1818
Quest Investment Management
Oregon
$697K – – –
SCM
1819
Stonehearth Capital Management
Massachusetts
$697K +$820 +10 +0.1%
SSI
1820
Scott & Selber Inc
Texas
$696K -$2.86M -34,907 -80%
MFWM
1821
Motley Fool Wealth Management
Virginia
$693K +$389K +4,744 +128%
MPM
1822
Meritage Portfolio Management
Kansas
$691K -$1.39K -17 -0.2%
AWM
1823
AllSquare Wealth Management
New York
$687K – – –
TFA
1824
Toth Financial Advisory
Virginia
$685K +$246 +3 +0%
HIIFS
1825
Harel Insurance Investments & Financial Services
Israel
$685K +$62.3K +764 +10%
71 72
73
74 75