XOM icon

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 %
TFGT
1876
TS Financial Group (TSFG)
Illinois
$600K +$26.9K +482 +5%
IFG
1877
Investors Financial Group
Minnesota
$599K +$44.4K +795 +8%
CWM
1878
Centric Wealth Management
Illinois
$597K -$22.2K -397 -4%
CCWA
1879
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$596K -$90.3K -1,618 -13%
RC
1880
Roundview Capital
New Jersey
$595K -$10.9K -195 -2%
RSC
1881
Red Spruce Capital
Pennsylvania
$595K – – –
CPC
1882
Congress Park Capital
New York
$595K +$263K +4,701 +79%
SIC
1883
Samalin Investment Counsel
New York
$594K +$594K +10,641 New
WWM
1884
Windsor Wealth Management
Indiana
$593K +$53.1K +951 +10%
BWM
1885
BCS Wealth Management
Tennessee
$592K -$95.3K -1,705 -14%
WAM
1886
Weatherly Asset Management
California
$592K -$13.3K -239 -2%
4WM
1887
4J Wealth Management
Virginia
$592K – – –
AWG
1888
Altus Wealth Group
Colorado
$591K -$31.8K -537 -5%
PWP
1889
Private Wealth Partners
California
$590K – – –
ITIM
1890
Indiana Trust & Investment Management
Indiana
$589K -$56.9K -1,020 -9%
FBC
1891
Fairfield, Bush & Co
Connecticut
$588K -$39.4K -705 -6%
T
1892
TRUADVICE
Florida
$588K +$96.5K +1,636 +20%
RWI
1893
Red Wave Investments
Pennsylvania
$587K +$6.31K +113 +1%
ACI
1894
Alpha Cubed Investments
California
$587K +$23.3K +418 +4%
BMM
1895
Berkshire Money Management
Massachusetts
$583K +$782 +14 +0.1%
BWP
1896
BSW Wealth Partners
Colorado
$583K +$46.2K +827 +9%
NCM
1897
Novare Capital Management
North Carolina
$582K +$2.01K +36 +0.3%
FWA
1898
FOCUS Wealth Advisors
Texas
$581K +$581K +10,128 New
CSPIA
1899
Cary Street Partners Investment Advisory
Virginia
$578K -$5.88M -105,332 -91%
ZCA
1900
Zeke Capital Advisors
Pennsylvania
$577K +$10K +179 +2%
74 75
76
77 78