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Exxon Mobil
XOM

Overview Fund Activity

2,543 hedge funds and large institutions have $90.2B invested in Exxon Mobil in 2020 Q4 according to their latest regulatory filings, with 401 funds opening new positions, 650 increasing their positions, 1,329 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,543
Holders Change
+256
Holders Change %
+11.19%
% of All Funds
45.12%
Holding in Top 10
67
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+48.89%
% of All Funds
1.19%
New
401
Increased
650
Reduced
1,329
Closed
111
Calls
$2.62B
Puts
$2.72B
Net Calls
-$103M
Net Calls Change
+$977M

Top Buyers

1
State Street
State Street
Massachusetts
+$945M
2
AAMU
Amundi Asset Management US
Massachusetts
+$446M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$320M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$273M
5
CS
Credit Suisse
Switzerland
+$235M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.14B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$490M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$312M
4
BlackRock
BlackRock
New York
-$257M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTP
2001
Platform Technology Partners
New York
$339K -$139K -3,364 -29%
GG
2002
Greenwood Gearhart
Arkansas
$339K -$30.2K -732 -8%
SSW
2003
Smith Shellnut Wilson
Mississippi
$339K +$28.7K +696 +9%
BMCM
2004
Bryn Mawr Capital Management
Pennsylvania
$339K +$84.7K +2,056 +33%
BFG
2005
Baron Financial Group
New Jersey
$338K -$4.12K -100 -1%
NWA
2006
New World Advisors
Massachusetts
$338K +$3.43K +100 +1%
IWA
2007
Intercontinental Wealth Advisors
Texas
$338K +$59.3K +1,438 +21%
AI
2008
Accredited Investors
Minnesota
$337K -$96K -2,330 -22%
P
2009
&Partners
Tennessee
$337K -$18.7K -454 -5%
BWM
2010
BT Wealth Management
Georgia
$337K – – –
TSA
2011
Tri-Star Advisors
Texas
$337K +$180 +4 +0.1%
WCM
2012
Weik Capital Management
Pennsylvania
$336K -$97.6K -2,365 -23%
GWSG
2013
GPS Wealth Strategies Group
Colorado
$336K -$46.3K -1,124 -12%
PAS
2014
Professional Advisory Services
Florida
$336K -$11.4K -277 -3%
GC
2015
Grace Capital
Massachusetts
$336K – – –
WAM
2016
Winslow Asset Management
Ohio
$335K -$1.03K -25 -0.3%
AAM
2017
Augustine Asset Management
Florida
$334K -$394K -9,562 -54%
SG
2018
Somerset Group
Minnesota
$331K -$118K -2,869 -26%
SWM
2019
Sugarloaf Wealth Management
Georgia
$331K -$114K -2,756 -26%
OIA
2020
Optimum Investment Advisors
Illinois
$331K -$108K -2,620 -25%
NPPM
2021
North Point Portfolio Managers
Ohio
$330K -$80K -1,944 -20%
TAM
2022
Troy Asset Management
United Kingdom
$330K – – –
CAM
2023
Cidel Asset Management
Ontario, Canada
$330K – – –
BFG
2024
Berger Financial Group
Minnesota
$330K +$330K +8,011 New
CA
2025
Cambridge Advisors
Nebraska
$329K -$12K -291 -4%
79 80
81
82 83