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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 %
BFPW
1551
BOK Financial Private Wealth
Colorado
$1.08M -$12.1K -124 -1%
EGA
1552
E&G Advisors
Texas
$1.07M -$26.1K -267 -2%
OIA
1553
Optimum Investment Advisors
Illinois
$1.07M -$177K -1,807 -14%
MCMT
1554
Moon Capital Management (Tennessee)
Tennessee
$1.06M +$195 +2 +0%
NGA
1555
Naples Global Advisors
Florida
$1.05M +$348K +3,558 +49%
BB
1556
Bell Bank
North Dakota
$1.05M -$307K -3,140 -23%
BWP
1557
BSW Wealth Partners
Colorado
$1.04M -$612K -6,260 -37%
CCWA
1558
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.04M -$196K -2,009 -16%
CPS
1559
Counsel Portfolio Services
Ontario, Canada
$1.03M -$87.9K -900 -8%
AIP
1560
ARS Investment Partners
New York
$1.02M -$39.4K -403 -4%
RCS
1561
Retirement Capital Strategies
California
$1.02M – – –
CL
1562
CPWM LLC
Washington
$1.01M +$49.4K +506 +5%
WPIC
1563
White Pine Investment Company
Michigan
$1.01M – – –
FM
1564
Forward Management
California
$1.01M -$36.1K -369 -3%
CCM
1565
Copeland Capital Management
Pennsylvania
$995K – – –
RAM
1566
Roanoke Asset Management
New Jersey
$994K – – –
CIA
1567
CCM Investment Advisers
South Carolina
$991K -$2M -20,515 -67%
CL
1568
CIM LLC
New York
$991K -$81.6K -835 -8%
KLWA
1569
Kelly Lawrence W & Associates
California
$988K -$32.5K -333 -3%
AMG
1570
Asset Management Group
Connecticut
$983K +$54.8K +561 +6%
WA
1571
Wheatland Advisors
Pennsylvania
$978K -$9.77K -100 -1%
PCM
1572
Perritt Capital Management
Illinois
$975K – – –
PRHC
1573
P.R. Herzig & Co
New York
$974K -$4.4K -45 -0.4%
CCM
1574
Coldstream Capital Management
Washington
$972K +$79.6K +815 +9%
MCM
1575
Marathon Capital Management
Maryland
$968K -$87.6K -897 -8%
61 62
63
64 65