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Exxon Mobil
XOM

Overview Fund Activity

1,910 hedge funds and large institutions have $214B invested in Exxon Mobil in 2014 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 643 increasing their positions, 992 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,910
Holders Change
+3
Holders Change %
+0.16%
% of All Funds
55.2%
Holding in Top 10
716
Holding in Top 10 Change
-59
Holding in Top 10 Change %
-7.61%
% of All Funds
20.69%
New
73
Increased
643
Reduced
992
Closed
50
Calls
$3.7B
Puts
$2.35B
Net Calls
+$1.35B
Net Calls Change
+$1.25B

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$352M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$288M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$205M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$157M
5
Boston Partners
Boston Partners
Massachusetts
+$147M

Top Sellers

1
State Street
State Street
Massachusetts
-$768M
2
IIS
Ignis Investment Services
United Kingdom
-$392M
3
Northern Trust
Northern Trust
Illinois
-$294M
4
Goldman Sachs
Goldman Sachs
New York
-$193M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
1326
SPC Financial Inc
Maryland
$2.24M +$1.4M +14,340 +166%
TFA
1327
Transamerica Financial Advisors
Florida
$2.24M -$549K -5,616 -20%
EHWM
1328
Eads & Heald Wealth Management
Georgia
$2.24M +$4.01K +41 +0.2%
HCA
1329
Horan Capital Advisors
Ohio
$2.24M +$203K +2,082 +10%
MHS
1330
M Holdings Securities
Oregon
$2.23M -$2.91M -29,744 -57%
CFSG
1331
Community Financial Services Group
Vermont
$2.23M -$43.2K -442 -2%
CAM
1332
CG Asset Management
New York
$2.22M +$28.8K +295 +1%
LIM
1333
Loudon Investment Management
New Hampshire
$2.21M -$97.2K -995 -4%
EI
1334
Excelsia Inc
Georgia
$2.21M -$87.9K -900 -4%
GI
1335
Gradient Investments
Minnesota
$2.21M +$2.05M +21,029 +1,328%
RHDIC
1336
R.H. Dinel Investment Counsel
California
$2.21M -$34.2K -350 -2%
S
1337
SignatureFD
Georgia
$2.19M -$507K -5,192 -19%
GT
1338
Greenleaf Trust
Michigan
$2.19M +$135K +1,379 +7%
EML
1339
Eos Management LP
New York
$2.18M – – –
Envestnet Asset Management
1340
Envestnet Asset Management
Illinois
$2.18M +$118K +1,211 +6%
OFS
1341
Orrstown Financial Services
Pennsylvania
$2.18M +$27.6K +283 +1%
CPO
1342
Cerity Partners OCIO
New York
$2.18M +$251K +2,573 +13%
NIC
1343
Northwest Investment Counselors
Oregon
$2.17M +$107K +1,098 +5%
SDJVC
1344
St. Denis J. Villere & Co
Louisiana
$2.16M -$496K -5,080 -19%
PAG
1345
Pinnacle Advisory Group
Maryland
$2.16M -$2.13M -21,837 -50%
EWA
1346
Exencial Wealth Advisors
Oklahoma
$2.16M -$175K -1,748 -7%
FUBT
1347
First United Bank & Trust
Maryland
$2.16M -$385K -3,945 -15%
FA
1348
FMA Advisory
Pennsylvania
$2.15M +$55.1K +564 +3%
OCM
1349
Osterweis Capital Management
California
$2.15M – – –
CCM
1350
Crossvault Capital Management
Texas
$2.15M +$4.89K +50 +0.2%
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