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Exxon Mobil
XOM

Overview Fund Activity

2,508 hedge funds and large institutions have $166B invested in Exxon Mobil in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 973 increasing their positions, 1,196 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,508
Holders Change
-20
Holders Change %
-0.79%
% of All Funds
55.08%
Holding in Top 10
209
Holding in Top 10 Change
-55
Holding in Top 10 Change %
-20.83%
% of All Funds
4.59%
New
80
Increased
973
Reduced
1,196
Closed
82
Calls
$1.88B
Puts
$1.82B
Net Calls
+$62.3M
Net Calls Change
-$20.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$798M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$244M
3
Capital International Investors
Capital International Investors
California
+$207M
4
Morgan Stanley
Morgan Stanley
New York
+$192M
5
Victory Capital Management
Victory Capital Management
Texas
+$170M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$325M
2
Bank of America
Bank of America
North Carolina
-$281M
3
State Street
State Street
Massachusetts
-$231M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$186M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
2076
Huber Financial Advisors
Illinois
$492K +$19.8K +280 +4%
WP
2077
WealthShield Partners
North Carolina
$491K +$36.9K +522 +8%
RWA
2078
Redhawk Wealth Advisors
Minnesota
$489K +$154K +2,182 +46%
SMFS
2079
Squar Milner Financial Services
California
$489K +$290K +8,451 +146%
MIH
2080
Meitav Investment House
Israel
$485K +$139K +1,952 +40%
BRA
2081
Biechele Royce Advisors
Indiana
$484K -$108K -1,530 -18%
FA
2082
Financial Advantage
Maryland
$484K – – –
IWA
2083
Intercontinental Wealth Advisors
Texas
$484K +$495 +7 +0.1%
TLP
2084
Trinity Legacy Partners
Texas
$484K +$13.4K +194 +3%
CBT
2085
Central Bank & Trust
Kentucky
$484K +$34.8K +493 +8%
CWM
2086
Circle Wealth Management
New Jersey
$484K +$76.5K +1,084 +19%
EWM
2087
Executive Wealth Management
Michigan
$483K -$217K -3,073 -31%
TF
2088
Trek Financial
Arizona
$482K -$74.4K -1,053 -13%
WA
2089
Wambolt & Associates
Colorado
$480K +$3.18K +45 +0.7%
LFG
2090
LifePlan Financial Group
Ohio
$480K +$29.3K +416 +7%
GM
2091
GeoWealth Management
Illinois
$480K +$480K +6,792 New
MCM
2092
Marathon Capital Management
Maryland
$479K -$15.3K -216 -3%
P
2093
&Partners
Tennessee
$476K -$4.24K -60 -0.9%
CWM
2094
Cahaba Wealth Management
Georgia
$472K -$2.47K -35 -0.5%
DIM
2095
DC Investments Management
Virginia
$470K -$8.27K -117 -2%
RSWM
2096
Robertson Stephens Wealth Management
California
$468K +$468K +6,631 New
HPIA
2097
Hamilton Point Investment Advisors
North Carolina
$465K – – –
SA
2098
Shilanski & Associates
Alaska
$462K -$75.7K -1,073 -14%
SA
2099
Strategic Advisors
New York
$462K +$847 +12 +0.2%
KP
2100
Keel Point
Alabama
$461K -$55.7K -789 -11%
82 83
84
85 86