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Exxon Mobil
XOM

Overview Fund Activity

2,461 hedge funds and large institutions have $98.4B invested in Exxon Mobil in 2020 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 902 increasing their positions, 1,220 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,461
Holders Change
+24
Holders Change %
+0.98%
% of All Funds
50.59%
Holding in Top 10
77
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.33%
% of All Funds
1.58%
New
162
Increased
902
Reduced
1,220
Closed
115
Calls
$1.85B
Puts
$2.3B
Net Calls
-$453M
Net Calls Change
-$1.14M

Top Buyers

1
State Street
State Street
Massachusetts
+$653M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$199M
3
Morgan Stanley
Morgan Stanley
New York
+$162M
4
PPA
Parametric Portfolio Associates
Washington
+$72.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$66.8M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$523M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$285M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$256M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$218M
5
First Trust Advisors
First Trust Advisors
Illinois
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1751
Alpha Windward
Massachusetts
$578K +$344K +7,705 +147%
DTL
1752
Dynamic Technology Lab
Singapore
$577K -$289K -6,466 -33%
PTP
1753
Platform Technology Partners
New York
$577K +$219K +4,896 +61%
RWA
1754
River Wealth Advisors
Pennsylvania
$575K -$36.2K -808 -6%
AAS
1755
Annex Advisory Services
Wisconsin
$573K +$40K +895 +8%
LFA
1756
Legacy Financial Advisors
Kentucky
$572K +$72.1K +1,611 +14%
PO
1757
Private Ocean
California
$572K +$111K +2,484 +24%
WP
1758
WealthShield Partners
North Carolina
$572K +$210K +4,685 +58%
DWM
1759
Dakota Wealth Management
Florida
$571K -$30.1K -674 -5%
JWM
1760
JGP Wealth Management
Oregon
$571K +$10.3K +239 +2%
SAM
1761
Security Asset Management
New York
$570K – – –
AWCI
1762
Alpine Woods Capital Investors
New York
$568K -$172K -3,850 -23%
HCIA
1763
Hochman Cole Investment Advisors
Illinois
$568K -$14.1K -315 -2%
BC
1764
Bruce & Co
Illinois
$567K +$112K +2,500 +25%
SCA
1765
STALEY CAPITAL ADVISERS
Pennsylvania
$566K -$73.3K -1,639 -11%
SP
1766
Successful Portfolios
Florida
$565K -$118K -2,642 -17%
RIM
1767
Redwood Investment Management
Arizona
$565K +$565K +12,635 New
HGWM
1768
Horst & Graben Wealth Management
Oregon
$564K +$257K +5,753 +84%
HB
1769
Horizon Bancorp
Indiana
$563K -$18.8K -420 -3%
UC
1770
Unio Capital
New Jersey
$561K -$53.6K -1,200 -9%
PA
1771
Paragon Advisors
Texas
$559K -$38.7K -867 -6%
CIA
1772
Cascade Investment Advisors
Oregon
$558K +$27.7K +620 +5%
ACI
1773
Alpha Cubed Investments
California
$557K -$93K -2,079 -14%
SEIA
1774
Signature Estate & Investment Advisors
California
$557K +$225K +5,027 +68%
AAIM
1775
Asset Advisors Investment Management
Georgia
$555K -$501K -11,200 -47%
69 70
71
72 73