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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 %
MWP
1851
Meridian Wealth Partners
Pennsylvania
$447K -$214K -5,630 -32%
BMM
1852
Berkshire Money Management
Massachusetts
$447K +$71.8K +1,890 +19%
ECG
1853
EPIQ Capital Group
California
$447K +$447K +11,780 New
BWA
1854
BDO Wealth Advisors
Florida
$446K +$131K +3,441 +41%
BWP
1855
BSW Wealth Partners
Colorado
$445K -$4.4K -116 -1%
RP
1856
Rice Partnership
Hawaii
$444K -$31.3K -825 -7%
SWM
1857
Sugarloaf Wealth Management
Georgia
$444K +$54.5K +1,435 +14%
WAM
1858
Wolverine Asset Management
Illinois
$442K +$442K +11,651 New
RIG
1859
Roosevelt Investment Group
New York
$440K -$28.8K -758 -6%
RSC
1860
Red Spruce Capital
Pennsylvania
$437K -$5.09K -134 -1%
NAM
1861
North American Management
Massachusetts
$436K -$377K -9,945 -46%
RHJA
1862
Rice Hall James & Associates
California
$436K – – –
RBFC
1863
Roman Butler Fullerton & Co
Missouri
$436K +$228K +6,000 +109%
MW
1864
Marcum Wealth
Ohio
$435K +$113K +2,985 +35%
TC
1865
Trust Company
Kansas
$434K -$72.9K -1,921 -14%
AW
1866
Avion Wealth
Texas
$433K +$24.2K +637 +6%
WA
1867
Wealth Architects
California
$432K -$57.2K -1,505 -12%
BCM
1868
Beck Capital Management
Texas
$432K -$19.4K -512 -4%
BI
1869
Ballast Inc
Kentucky
$432K +$35.4K +933 +9%
AFG
1870
Albion Financial Group
Utah
$428K -$148K -3,888 -26%
MSS
1871
Mitchell Sinkler & Starr
Pennsylvania
$427K -$294K -7,745 -41%
SFSG
1872
Sound Financial Strategies Group
Mississippi
$427K -$71.6K -1,883 -14%
TB
1873
Terril Brothers
Missouri
$427K – – –
MFG
1874
Monte Financial Group
Connecticut
$425K -$1.58M -41,612 -79%
PAMG
1875
Patton Albertson Miller Group
Tennessee
$425K -$297K -7,839 -41%
73 74
75
76 77