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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
1
State Street
Massachusetts
$9.89B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.29B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.08B
4
PPA
4
Parametric Portfolio Associates
Washington
$501M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$572M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.5B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$117M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$442M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.2B
5
First Trust Advisors
5
First Trust Advisors
Illinois
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
2276
SPC Financial Inc
Maryland
$210K +$210K +4,701 New
SFA
2277
Souders Financial Advisors
Ohio
$210K +$210K +4,702 New
CWA
2278
Capital Wealth Alliance
Arizona
$210K +$210K +4,706 New
SCM
2279
Stordahl Capital Management
Colorado
$209K +$209K +4,664 New
SWM
2280
Southern Wealth Management
Texas
$209K +$209K +4,668 New
CFS
2281
Cannon Financial Strategists
Georgia
$208K +$208K +4,658 New
RW
2282
REDW Wealth
New Mexico
$208K +$208K +4,649 New
LRIA
2283
Leonard Rickey Investment Advisors
Washington
$208K +$208K +4,650 New
DAM
2284
Deltec Asset Management
New York
$208K +$208K +4,660 New
CCM
2285
Copeland Capital Management
Pennsylvania
$207K – – –
WLPWM
2286
Walled Lake Planning & Wealth Management
Illinois
$207K +$1.74K +39 +0.8%
CFA
2287
Cahill Financial Advisors
Minnesota
$207K +$207K +4,619 New
IFO
2288
Independent Family Office
New York
$207K +$207K +4,620 New
Two Sigma Advisers
2289
Two Sigma Advisers
New York
$206K -$93.1M -2,078,700 -100%
TK
2290
TIAA Kaspick
Massachusetts
$206K +$206K +4,600 New
SPP
2291
Single Point Partners
Massachusetts
$206K +$206K +4,603 New
TP
2292
Tranquility Partners
Tennessee
$206K +$206K +4,613 New
CWM
2293
Circle Wealth Management
New Jersey
$205K +$205K +4,577 New
ZIG
2294
Zuckerman Investment Group
Illinois
$205K +$205K +4,579 New
WAS
2295
Wealth Advisory Solutions
Indiana
$205K +$205K +4,592 New
PWS
2296
Private Wealth Strategies
Ohio
$204K +$204K +4,552 New
EVC
2297
Eidelman Virant Capital
Missouri
$204K +$204K +4,564 New
CWC
2298
Carolinas Wealth Consulting
North Carolina
$203K +$203K +4,533 New
GPA
2299
Garrison Point Advisors
California
$203K +$203K +4,535 New
CIA
2300
Compass Ion Advisors
Pennsylvania
$203K +$203K +4,548 New
90 91
92
93 94