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Exxon Mobil
XOM

Overview Fund Activity

2,118 hedge funds and large institutions have $187B invested in Exxon Mobil in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 829 increasing their positions, 962 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
-22
Holders Change %
-1.03%
% of All Funds
56.6%
Holding in Top 10
582
Holding in Top 10 Change
-105
Holding in Top 10 Change %
-15.28%
% of All Funds
15.55%
New
71
Increased
829
Reduced
962
Closed
67
Calls
$3.7B
Puts
$3.05B
Net Calls
+$644M
Net Calls Change
+$813M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$954M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$676M
3
State Street
State Street
Massachusetts
+$597M
4
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
+$280M
5
Capital World Investors
Capital World Investors
California
+$262M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$663M
2
GE
General Electric
Ohio
-$299M
3
Capital International Investors
Capital International Investors
California
-$208M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$163M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSA
2001
Jacobson & Schmitt Advisors
Wisconsin
$295K +$295K +3,379 New
LCM
2002
Liberty Capital Management
Michigan
$294K -$178K -2,062 -38%
TIM
2003
Tortoise Investment Management
New York
$294K -$24K -275 -8%
WHI
2004
William Harris Investors
Illinois
$293K – – –
AOWM
2005
Alpha Omega Wealth Management
Virginia
$291K – – –
MF
2006
Magnetar Financial
Illinois
$291K +$291K +3,337 New
LWA
2007
Lowe Wealth Advisors
Maryland
$289K – – –
Diamond Hill Capital Management
2008
Diamond Hill Capital Management
Ohio
$289K +$72.2K +826 +33%
CFA
2009
Capstone Financial Advisors
Illinois
$288K -$261K -2,985 -48%
RCG
2010
Ruggie Capital Group
Florida
$288K +$1.39K +16 +0.5%
CCA
2011
Clearwater Capital Advisors
Illinois
$288K +$83.3K +965 +41%
SCM
2012
Sitrin Capital Management
California
$285K – – –
AMAL
2013
Asset Management Advisors LLC
Oklahoma
$283K +$610 +7 +0.2%
PCM
2014
Palouse Capital Management
Washington
$280K – – –
AA
2015
ALPS Advisors
Colorado
$280K +$280K +3,208 New
EA
2016
Elm Advisors
California
$278K – – –
CWM
2017
Cranbrook Wealth Management
Michigan
$276K – – –
SCM
2018
Silver Capital Management
New York
$276K – – –
PA
2019
Planning Alternatives
Michigan
$275K – – –
MFWM
2020
Motley Fool Wealth Management
Virginia
$275K +$275K +3,155 New
SC
2021
Stratford Consulting
Texas
$272K +$49.8K +571 +22%
C
2022
CFO4Life
Texas
$271K -$257K -2,950 -49%
AIM
2023
ARGA Investment Management
Connecticut
$271K +$271K +3,100 New
AA
2024
AlphaMark Advisors
Kentucky
$268K – – –
VCM
2025
Vision Capital Management
Oregon
$267K -$25.3K -290 -9%
79 80
81
82 83