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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 %
LWA
1976
Lenox Wealth Advisors
New York
$504K +$25.7K +460 +5%
LK
1977
Lumbard & Kellner
New Hampshire
$503K – – –
NA
1978
Navellier & Associates
Nevada
$502K -$14.9K -267 -3%
TAM
1979
Trillium Asset Management
Massachusetts
$502K +$502K +8,992 New
SCA
1980
STALEY CAPITAL ADVISERS
Pennsylvania
$501K -$81.7K -1,463 -14%
IFWM
1981
Institute for Wealth Management
Colorado
$501K -$80.4K -1,441 -14%
IC
1982
Intersect Capital
California
$501K +$31.7K +567 +7%
AL
1983
Aspiriant LLC
California
$500K -$21.7K -388 -4%
PCM
1984
Prelude Capital Management
New York
$499K -$1.96M -35,171 -80%
PA
1985
Perennial Advisors
New York
$497K +$24.7K +442 +5%
HJGA
1986
Hardman Johnston Global Advisors
Connecticut
$496K – – –
JWM
1987
Janiczek Wealth Management
Colorado
$496K +$35.6K +638 +8%
FMB
1988
Field & Main Bank
Kentucky
$494K -$6.81K -122 -1%
TP
1989
Tranquility Partners
Tennessee
$494K +$6.92K +124 +1%
SMF
1990
Sterling Manor Financial
New York
$494K +$132K +2,365 +36%
RBCM
1991
Raub Brock Capital Management
California
$493K – – –
WW
1992
Westshore Wealth
California
$493K +$493K +8,838 New
P
1993
&Partners
Tennessee
$491K +$34.7K +621 +8%
SFM
1994
Signet Financial Management
New Jersey
$490K +$139K +2,489 +40%
WAOTB
1995
Wealth Advisors of Tampa Bay
Florida
$489K – – –
VCG
1996
Vantage Consulting Group
Virginia
$488K +$22.3K +400 +5%
AWM
1997
Accel Wealth Management
Iowa
$488K +$22.5K +403 +5%
ACH
1998
ArrowMark Colorado Holdings
Colorado
$487K – – –
CFO
1999
CVA Family Office
Colorado
$487K +$347K +6,221 +249%
BFG
2000
Berger Financial Group
Minnesota
$486K +$38.5K +690 +9%
78 79
80
81 82