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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 %
PCH
2126
PGIM Custom Harvest
New Jersey
$394K – – –
HIM
2127
Harbour Investment Management
Washington
$394K +$117K +2,100 +42%
BC
2128
Burleson & Co
California
$393K +$335 +6 +0.1%
ACM
2129
Alethea Capital Management
Washington
$391K -$408K -7,299 -51%
ML
2130
McAdam LLC
Pennsylvania
$391K +$6.48K +116 +2%
RCG
2131
Rock Creek Group
District of Columbia
$390K -$240K -4,300 -38%
FNWM
2132
Financial Network Wealth Management
Utah
$390K – – –
MHR
2133
Matthew Hamilton Rosenberg
$389K -$13.2K -236 -3%
TFA
2134
Trinity Financial Advisors
Ohio
$389K -$12.6K -225 -3%
ECM
2135
Elgethun Capital Management
South Dakota
$388K -$17.4K -312 -4%
SAS
2136
Sanford Advisory Services
Michigan
$387K +$12.8K +229 +3%
BWA
2137
Beam Wealth Advisors
Louisiana
$387K +$34.6K +620 +10%
RDFA
2138
Ritter Daniher Financial Advisory
Ohio
$386K -$14.2K -255 -4%
SDAM
2139
Shulman DeMeo Asset Management
New York
$385K -$42.7K -766 -10%
HCM
2140
Hilton Capital Management
New York
$384K -$62.4K -1,118 -14%
BA
2141
Ballast Advisors
Minnesota
$384K +$16K +286 +4%
SW
2142
SlateStone Wealth
Florida
$383K -$16.8K -300 -4%
GWSG
2143
GPS Wealth Strategies Group
Colorado
$382K -$72.9K -1,308 -16%
QCIG
2144
Quad-Cities Investment Group
Iowa
$382K – – –
CSPAM
2145
Cary Street Partners Asset Management
Virginia
$382K +$87.7K +11,337 +30%
HG
2146
Harbor Group
New Hampshire
$381K -$10.2K -184 -3%
BIA
2147
Barry Investment Advisors
Massachusetts
$380K +$8.05K +144 +2%
SLWS
2148
Swaine & Leidel Wealth Services
Florida
$380K +$380K +6,798 New
PIA
2149
Powell Investment Advisors
Florida
$377K +$893 +16 +0.2%
FC
2150
FCA Corp
Texas
$375K -$1.14M -20,395 -75%
84 85
86
87 88