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Exxon Mobil
XOM

Overview Fund Activity

2,686 hedge funds and large institutions have $124B invested in Exxon Mobil in 2021 Q1 according to their latest regulatory filings, with 274 funds opening new positions, 1,062 increasing their positions, 1,118 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,686
Holders Change
+143
Holders Change %
+5.62%
% of All Funds
47.3%
Holding in Top 10
95
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+41.79%
% of All Funds
1.67%
New
274
Increased
1,062
Reduced
1,118
Closed
105
Calls
$3.04B
Puts
$3.48B
Net Calls
-$437M
Net Calls Change
-$334M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$814M
2
State Street
State Street
Massachusetts
+$337M
3
BlackRock
BlackRock
New York
+$298M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$282M
5
Deutsche Bank
Deutsche Bank
Germany
+$273M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$826M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$473M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$353M
4
HL
Harding Loevner
New Jersey
-$311M
5
Franklin Resources
Franklin Resources
California
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
1851
Diversified Portfolios Inc
Michigan
$619K +$275K +4,922 +80%
CWM
1852
Cedar Wealth Management
California
$618K – – –
HTI
1853
Hikari Tsushin Inc
Japan
$617K – – –
WA
1854
Waverly Advisors
Alabama
$616K -$60.2K -1,023 -9%
PCS
1855
Personal CFO Solutions
New Jersey
$616K +$22.1K +395 +4%
SC
1856
Shay Capital
New York
$615K -$486K -8,699 -44%
BFG
1857
Barber Financial Group
Kansas
$614K -$8.65K -155 -1%
MFP
1858
Michael F. Price
$614K – – –
TAM
1859
Todd Asset Management
Kentucky
$614K – – –
OF
1860
Outfitter Financial
Maine
$614K +$8.38K +150 +1%
WCM
1861
Washington Capital Management
Washington
$611K – – –
AAM
1862
Azzad Asset Management
Virginia
$610K -$42.9K -768 -7%
SFP
1863
Sterling Financial Planning
New Jersey
$610K -$116K -2,069 -16%
CANY
1864
Caxton Associates (New York)
New York
$610K -$54.7K -980 -8%
RIG
1865
Roosevelt Investment Group
New York
$610K +$9.5K +170 +2%
KIM
1866
Karpus Investment Management
New York
$606K +$606K +10,852 New
FFWM
1867
Future Financial Wealth Management
Ohio
$605K -$77.4K -1,386 -11%
LWP
1868
Legacy Wealth Planning
Nevada
$604K +$226K +4,055 +60%
WHRC
1869
W.H. Reaves & Co
New Jersey
$603K – – –
UAS
1870
United Asset Strategies
New York
$603K +$31.9K +572 +6%
MWM
1871
Madison Wealth Management
Ohio
$602K +$15.5K +278 +3%
WI
1872
Wintrust Investments
Illinois
$602K +$43.1K +772 +8%
MIA
1873
MainStreet Investment Advisors
Illinois
$601K -$121K -2,170 -17%
BCM
1874
Bourgeon Capital Management
Connecticut
$601K +$558K +10,000 +1,299%
SFSG
1875
Sound Financial Strategies Group
Mississippi
$601K +$601K +10,768 New
73 74
75
76 77