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Exxon Mobil
XOM

Overview Fund Activity

2,419 hedge funds and large institutions have $196B invested in Exxon Mobil in 2018 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 823 increasing their positions, 1,261 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,419
Holders Change
-9
Holders Change %
-0.37%
% of All Funds
55.39%
Holding in Top 10
370
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-13.15%
% of All Funds
8.47%
New
68
Increased
823
Reduced
1,261
Closed
56
Calls
$2.12B
Puts
$1.81B
Net Calls
+$306M
Net Calls Change
+$41.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.7B
2
Capital World Investors
Capital World Investors
California
+$918M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$651M
4
Capital International Investors
Capital International Investors
California
+$567M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$462M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$462M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$366M
3
Deutsche Bank
Deutsche Bank
Germany
-$263M
4
AL
AJO LP
Pennsylvania
-$204M
5
JIM
Jupiter Investment Management
United Kingdom
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
2001
NVWM LLC
Pennsylvania
$574K -$5.7K -67 -1%
ACM
2002
Ativo Capital Management
Illinois
$573K -$231K -2,714 -29%
DIM
2003
DC Investments Management
Virginia
$573K -$20.7K -243 -3%
TI
2004
Truepoint Inc
Ohio
$570K +$9.52K +112 +2%
HPIA
2005
Hamilton Point Investment Advisors
North Carolina
$568K -$18.6K -219 -3%
JFM
2006
Jackson Financial Management
California
$564K +$2.64K +31 +0.5%
SIM
2007
SSI Investment Management
California
$563K -$4.51K -53 -0.8%
HFA
2008
Huber Financial Advisors
Illinois
$561K +$30.9K +364 +6%
TCM
2009
Traynor Capital Management
Pennsylvania
$560K -$39.1K -460 -7%
JG
2010
Jefferies Group
New York
$558K -$4.33M -50,986 -89%
RW
2011
REDW Wealth
New Mexico
$556K -$86.3K -1,015 -13%
HCM
2012
HMS Capital Management
Tennessee
$554K – – –
OIWM
2013
OptiFour Integrated Wealth Management
Virginia
$552K -$12.8K -150 -2%
CWM
2014
Confluence Wealth Management
Oregon
$551K +$17.5K +206 +3%
TCM
2015
TD Capital Management
Tennessee
$551K +$277K +3,254 +101%
MWM
2016
Meridian Wealth Management
Kentucky
$549K -$7.99K -94 -1%
KFA
2017
Kelleher Financial Advisors
New York
$549K +$17K +200 +3%
B
2018
Brightworth
Georgia
$548K +$1.28K +15 +0.2%
KTA
2019
Keeley-Teton Advisors
Illinois
$547K -$9.27K -109 -2%
MWM
2020
Marietta Wealth Management
Georgia
$546K +$8.42K +99 +2%
EBSAM
2021
Eubel Brady & Suttman Asset Management
Ohio
$545K +$850 +10 +0.2%
BCM
2022
Brasada Capital Management
Texas
$545K +$221K +2,601 +68%
MCP
2023
Mirador Capital Partners
California
$544K +$56.1K +660 +12%
TAIM
2024
TD Ameritrade Investment Management
Nebraska
$543K +$457K +5,370 +531%
SAM
2025
Seelaus Asset Management
New Jersey
$541K -$715K -8,400 -57%
79 80
81
82 83