XOM icon

Exxon Mobil
XOM

Overview Fund Activity

2,140 hedge funds and large institutions have $200B invested in Exxon Mobil in 2016 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 864 increasing their positions, 944 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,140
Holders Change
+14
Holders Change %
+0.66%
% of All Funds
57.19%
Holding in Top 10
687
Holding in Top 10 Change
+95
Holding in Top 10 Change %
+16.05%
% of All Funds
18.36%
New
83
Increased
864
Reduced
944
Closed
49
Calls
$3.79B
Puts
$3.96B
Net Calls
-$169M
Net Calls Change
+$3.27B

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$25.7B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.5B
3
Capital World Investors
3
Capital World Investors
California
$1.43B
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$350M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.61B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$132M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.51B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.15B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.46B
5
State Street
5
State Street
Massachusetts
$17.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
2001
Avenir Corporation
Virginia
$319K +$63.7K +680 +25%
HI
2002
Hendershot Investments
Virginia
$318K – – –
CAAS
2003
Capital Asset Advisory Services
Michigan
$318K +$1.41K +15 +0.4%
TCM
2004
TD Capital Management
Tennessee
$318K +$15.5K +165 +5%
IF
2005
IRON Financial
Illinois
$315K +$35.3K +376 +13%
OWM
2006
Orgel Wealth Management
Wisconsin
$315K +$315K +3,363 New
VCM
2007
Vision Capital Management
Oregon
$314K -$67.4K -720 -18%
WHI
2008
William Harris Investors
Illinois
$314K – – –
AOWM
2009
Alpha Omega Wealth Management
Virginia
$312K – – –
CIM
2010
Cetera Investment Management
California
$311K -$170K -1,810 -35%
CA
2011
Corrado Advisors
New Jersey
$311K -$4.6K -49 -1%
ODCM
2012
Old Dominion Capital Management
Virginia
$310K -$35.8K -383 -10%
LWA
2013
Lowe Wealth Advisors
Maryland
$310K -$10.3K -110 -3%
SAM
2014
Shikiar Asset Management
New York
$310K +$94 +1 +0%
BHA
2015
Beech Hill Advisors
New York
$309K -$53.9K -576 -15%
RCG
2016
Ruggie Capital Group
Florida
$308K -$14.1K -151 -4%
SCM
2017
Sitrin Capital Management
California
$306K -$2.81K -30 -0.9%
AMAL
2018
Asset Management Advisors LLC
Oklahoma
$304K +$657 +7 +0.2%
PCM
2019
Palouse Capital Management
Washington
$301K – – –
EA
2020
Elm Advisors
California
$299K +$299K +3,190 New
SCM
2021
Silver Capital Management
New York
$297K – – –
PA
2022
Planning Alternatives
Michigan
$296K -$1.88K -20 -0.6%
CWM
2023
Cranbrook Wealth Management
Michigan
$296K – – –
HCM
2024
Hamlin Capital Management
New York
$292K – – –
NHFG
2025
New Harbor Financial Group
Massachusetts
$290K +$56.1K +600 +24%
79 80
81
82 83