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Exxon Mobil
XOM

Overview Fund Activity

2,438 hedge funds and large institutions have $189B invested in Exxon Mobil in 2017 Q4 according to their latest regulatory filings, with 304 funds opening new positions, 847 increasing their positions, 1,065 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,438
Holders Change
+233
Holders Change %
+10.57%
% of All Funds
55.37%
Holding in Top 10
412
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.23%
% of All Funds
9.36%
New
304
Increased
847
Reduced
1,065
Closed
50
Calls
$1.87B
Puts
$3.37B
Net Calls
-$1.5B
Net Calls Change
-$179M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$527M
2
State Street
State Street
Massachusetts
+$384M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$352M
4
AAMU
Amundi Asset Management US
Massachusetts
+$310M
5
Deutsche Bank
Deutsche Bank
Germany
+$259M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$460M
2
Credit Agricole
Credit Agricole
France
-$237M
3
Morgan Stanley
Morgan Stanley
New York
-$195M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$194M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAMA
1926
EFG Asset Management (Americas)
Florida
$758K -$268K -3,175 -26%
MFS
1927
McNamara Financial Services
Massachusetts
$748K +$12.5K +150 +2%
WIM
1928
Westside Investment Management
California
$748K +$31.4K +360 +4%
HIM
1929
Hutchens Investment Management
New Hampshire
$747K -$906K -10,850 -55%
PMFA
1930
Plante Moran Financial Advisors
Michigan
$747K +$19K +227 +3%
EWM
1931
Empirical Wealth Management
Washington
$746K +$220K +2,629 +42%
CGA
1932
Crescent Grove Advisors
Illinois
$745K +$84 +1 +0%
LK
1933
Lumbard & Kellner
New Hampshire
$741K – – –
HPCM
1934
High Pointe Capital Management
Illinois
$739K – – –
FCT
1935
Family Capital Trust
Massachusetts
$732K – – –
FLA
1936
Financial Life Advisors
Texas
$732K +$732K +8,757 New
DSAM
1937
Dock Street Asset Management
Florida
$730K – – –
ACP
1938
Aveo Capital Partners
Colorado
$729K +$77.6K +927 +12%
EIG
1939
Ellenbecker Investment Group
Wisconsin
$728K +$728K +8,708 New
SFG
1940
Sather Financial Group
Texas
$723K -$3.63M -43,463 -83%
IA
1941
Independence Advisors
Pennsylvania
$719K -$12.5K -149 -2%
DOA
1942
D'Orazio & Associates
Virginia
$716K +$109K +1,301 +18%
FBFS
1943
First Business Financial Services
Wisconsin
$713K +$192K +2,289 +37%
QIM
1944
Quest Investment Management
Oregon
$711K – – –
PV
1945
Private Vista
Illinois
$709K -$773K -9,231 -52%
SFP
1946
Shepherd Financial Partners
Massachusetts
$709K +$63.1K +754 +10%
GVT
1947
Genesee Valley Trust
New York
$706K +$19K +227 +3%
MPM
1948
Meritage Portfolio Management
Kansas
$705K – – –
FCMC
1949
Founders Capital Management (Connecticut)
Connecticut
$705K +$342K +4,090 +94%
WWM
1950
Windsor Wealth Management
Indiana
$699K +$699K +8,354 New
76 77
78
79 80