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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 %
ECG
1801
EPIQ Capital Group
California
$527K – – –
BWA
1802
BDO Wealth Advisors
Florida
$527K +$1.34K +30 +0.3%
WI
1803
Wintrust Investments
Illinois
$526K -$180K -4,016 -25%
WQ
1804
Wealth Quarterback
New Jersey
$523K -$10.3K -231 -2%
BMM
1805
Berkshire Money Management
Massachusetts
$523K -$3.04K -68 -0.6%
DA
1806
Duality Advisers
Florida
$523K +$523K +11,694 New
BCM
1807
Beck Capital Management
Texas
$522K +$13.4K +300 +3%
MSA
1808
Marino Stram & Associates
Massachusetts
$522K +$196K +4,369 +60%
GGI
1809
Godsey & Gibb Inc
Virginia
$521K -$171K -3,827 -25%
MWM
1810
Madison Wealth Management
Ohio
$521K -$61K -1,365 -10%
BWCS
1811
Beirne Wealth Consulting Services
Connecticut
$521K -$41.6K -930 -7%
MWP
1812
Meridian Wealth Partners
Pennsylvania
$521K -$6.04K -135 -1%
WCM
1813
Weik Capital Management
Pennsylvania
$521K +$39.7K +888 +8%
ACWM
1814
Adams Chetwood Wealth Management
North Carolina
$520K – – –
SMFS
1815
Squar Milner Financial Services
California
$520K +$66.3K +1,483 +15%
TC
1816
Trust Company
Kansas
$519K +$7.96K +178 +2%
RCM
1817
RB Capital Management
Nevada
$518K -$23.4K -524 -4%
ACM
1818
Advisors Capital Management
New Jersey
$516K -$107K -2,383 -17%
TAIM
1819
TD Ameritrade Investment Management
Nebraska
$516K -$78.4K -1,754 -13%
WA
1820
Wealth Architects
California
$516K +$7.96K +178 +2%
RSC
1821
Red Spruce Capital
Pennsylvania
$515K – – –
BO
1822
BRR OpCo
Ohio
$514K +$101K +2,260 +24%
TF
1823
Trek Financial
Arizona
$514K +$121K +2,705 +31%
RCG
1824
Rock Creek Group
District of Columbia
$514K +$514K +11,492 New
RHJA
1825
Rice Hall James & Associates
California
$513K – – –
71 72
73
74 75