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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
$9.89B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.29B
3
Morgan Stanley
Morgan Stanley
New York
$1.08B
4
PPA
Parametric Portfolio Associates
Washington
$501M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$572M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.5B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$117M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$442M
4
Vanguard Group
Vanguard Group
Pennsylvania
$16.2B
5
First Trust Advisors
First Trust Advisors
Illinois
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
2126
Kelleher Financial Advisors
New York
$290K -$1.16K -26 -0.4%
HWA
2127
Heritage Way Advisors
Illinois
$290K +$30.4K +680 +12%
CPA
2128
Cowen Prime Advisors
New York
$289K -$197K -2,300 -41%
EBSAM
2129
Eubel Brady & Suttman Asset Management
Ohio
$289K +$268 +6 +0.1%
LWS
2130
Lucia Wealth Services
California
$288K – – –
OFW
2131
Omnia Family Wealth
Florida
$288K -$3.67K -82 -1%
PCTC
2132
Perkins Coie Trust Company
Washington
$287K -$28K -627 -9%
BA
2133
Ballast Advisors
Minnesota
$287K – – –
CBT
2134
Central Bank & Trust
Kentucky
$287K – – –
NWM
2135
Northwest Wealth Management
Iowa
$287K +$34.5K +771 +14%
TAM
2136
Trillium Asset Management
Massachusetts
$286K -$19.6K -439 -6%
LFG
2137
LifePlan Financial Group
Ohio
$286K -$45 -1 -0%
CSPIA
2138
Cary Street Partners Investment Advisory
Virginia
$285K -$16.3K -365 -5%
OCG
2139
Opus Capital Group
Ohio
$285K – – –
SCM
2140
Smith Capital Management
Arkansas
$284K -$52.6K -1,175 -16%
LBD
2141
Landsberg Bennett & Dubbaneh
Florida
$283K -$242K -5,459 -46%
FCFC
2142
First Citizens Financial Corp
Iowa
$283K -$19.6K -438 -6%
RI
2143
Rudd International
Florida
$282K -$2.46K -55 -0.9%
SCM
2144
Stumpf Capital Management
Arizona
$279K – – –
JWM
2145
Jupiter Wealth Management
Colorado
$279K – – –
CMI
2146
Clare Market Investments
Texas
$279K +$27.4K +613 +11%
EIG
2147
Ellenbecker Investment Group
Wisconsin
$278K +$21.2K +474 +8%
W
2148
Wealthquest
Ohio
$278K +$278K +6,231 New
RPA
2149
Rock Point Advisors
Vermont
$277K -$671 -15 -0.2%
MPPLM
2150
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$277K +$4.2K +94 +2%
84 85
86
87 88