XOM icon

Exxon Mobil
XOM

Overview Fund Activity

2,737 hedge funds and large institutions have $140B invested in Exxon Mobil in 2021 Q2 according to their latest regulatory filings, with 192 funds opening new positions, 1,110 increasing their positions, 1,131 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,737
Holders Change
+51
Holders Change %
+1.9%
% of All Funds
47.78%
Holding in Top 10
108
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.68%
% of All Funds
1.89%
New
192
Increased
1,110
Reduced
1,131
Closed
105
Calls
$2.94B
Puts
$2.97B
Net Calls
-$21M
Net Calls Change
+$416M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$899M
2
Bank of America
Bank of America
North Carolina
+$587M
3
Capital World Investors
Capital World Investors
California
+$528M
4
Ameriprise
Ameriprise
Minnesota
+$477M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$387M

Top Sellers

1
BlackRock
BlackRock
New York
-$820M
2
Morgan Stanley
Morgan Stanley
New York
-$377M
3
Franklin Resources
Franklin Resources
California
-$304M
4
Millennium Management
Millennium Management
New York
-$262M
5
HF
HRT Financial
New York
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
2601
Tucker Asset Management
Colorado
$161K – – –
HC
2602
Hoese & Co
Minnesota
$160K -$8.52K -135 -5%
HFA
2603
HC Financial Advisors
California
$160K – – –
ONST
2604
Old North State Trust
North Carolina
$160K – – –
FWM
2605
Foresight Wealth Management
Utah
$157K +$1.14K +18 +0.7%
MSFP
2606
Mark Sheptoff Financial Planning
Connecticut
$156K +$4.99K +79 +3%
HIM
2607
Hillsdale Investment Management
Ontario, Canada
$154K +$60K +950 +64%
PGWM
2608
Parisi Gray Wealth Management
New Jersey
$154K +$154K +2,435 New
PMAS
2609
PNC Managed Account Solutions
Texas
$153K +$153K +2,419 New
CWC
2610
Carolinas Wealth Consulting
North Carolina
$152K -$51.5K -818 -25%
JMF
2611
Johnson Midwest Financial
Iowa
$152K +$818 +13 +0.5%
EWM
2612
Edge Wealth Management
New York
$152K +$22.1K +350 +17%
MWA
2613
Moser Wealth Advisors
Washington
$150K – – –
MA
2614
Modus Advisors
Minnesota
$148K +$148K +2,346 New
CWM
2615
Cranbrook Wealth Management
Michigan
$146K -$10.8K -172 -7%
MAM
2616
McCarthy Asset Management
California
$141K -$20.7K -329 -13%
AWM
2617
Avondale Wealth Management
Texas
$137K -$126K -2,000 -48%
ME
2618
McIlrath & Eck
Washington
$137K -$6.12K -97 -4%
CCA
2619
Catalyst Capital Advisors
New York
$137K – – –
AFS
2620
Annapolis Financial Services
Maryland
$135K +$7.01K +111 +5%
EAM
2621
Eukles Asset Management
Ohio
$135K +$51.3K +816 +61%
LD
2622
Lipe & Dalton
New York
$133K -$47.8K -760 -26%
WP
2623
Waycross Partners
Kentucky
$132K – – –
FGAM
2624
Financial Gravity Asset Management
Texas
$131K -$369K -3,067 -74%
PCA
2625
Providence Capital Advisors
North Carolina
$126K +$54.6K +866 +76%
103 104
105
106 107