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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 %
CHA
1851
Carmichael Hill & Associates
Maryland
$685K -$19.9K -315 -3%
FFWM
1852
Future Financial Wealth Management
Ohio
$685K +$2.14K +34 +0.3%
FNBOSM
1853
First National Bank of South Miami
Florida
$683K -$56.5K -896 -8%
PWM
1854
Prentice Wealth Management
New York
$682K +$37.9K +600 +6%
TCMG
1855
TSP Capital Management Group
New Jersey
$681K -$658K -11,788 Closed
OF
1856
Outfitter Financial
Maine
$681K -$12.6K -200 -2%
WHRC
1857
W.H. Reaves & Co
New Jersey
$681K – – –
BCM
1858
Bourgeon Capital Management
Connecticut
$679K – – –
BWA
1859
Burt Wealth Advisors
Maryland
$676K +$46.1K +731 +7%
BO
1860
BRR OpCo
Ohio
$675K -$33.8K -537 -5%
MAM
1861
McLean Asset Management
Virginia
$675K +$4.93K +86 +0.7%
BMM
1862
Berkshire Money Management
Massachusetts
$673K +$14.4K +228 +2%
OPA
1863
Old Port Advisors
Maine
$672K -$65.5K -1,100 -9%
TB
1864
Terril Brothers
Missouri
$672K -$37.8K -600 -5%
RSC
1865
Red Spruce Capital
Pennsylvania
$672K – – –
FRA
1866
Front Row Advisors
California
$671K +$105 +2 +0%
CAC
1867
Certified Advisory Corp
Florida
$671K +$299K +4,745 +81%
RWA
1868
River Wealth Advisors
Pennsylvania
$669K -$305K -4,840 -31%
4WM
1869
4J Wealth Management
Virginia
$668K – – –
EF
1870
Empowered Funds
Pennsylvania
$667K -$498K -7,902 -43%
PWP
1871
Private Wealth Partners
California
$667K – – –
WAM
1872
Weatherly Asset Management
California
$665K -$4.1K -65 -0.6%
NG
1873
Northstar Group
New York
$659K -$115K -1,817 -15%
SIC
1874
Samalin Investment Counsel
New York
$659K -$12K -190 -2%
ZCA
1875
Zeke Capital Advisors
Pennsylvania
$659K +$7.88K +125 +1%
73 74
75
76 77