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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 %
HCP
1576
Holt Capital Partners
Texas
$968K -$24.4K -250 -2%
TIM
1577
Tortoise Investment Management
New York
$966K -$19.5K -200 -2%
PCMK
1578
Paragon Capital Management (Kansas)
Kansas
$966K -$7.32K -75 -0.8%
CFA
1579
Capstone Financial Advisors
Illinois
$966K +$195 +2 +0%
FAM
1580
Fiduciary Asset Management
Missouri
$964K – – –
RAM
1581
Riggs Asset Management
Pennsylvania
$958K -$313K -3,201 -25%
WFG
1582
Windsor Financial Group
Minnesota
$954K +$71.4K +731 +8%
TFO
1583
Tarbox Family Office
California
$948K -$135K -1,381 -12%
AIC
1584
Atlantic Investment Company
Georgia
$948K -$86K -880 -8%
BT
1585
Bankers Trust
Iowa
$937K -$1.92M -19,644 -67%
LYV
1586
Live Your Vision
Pennsylvania
$937K +$342K +3,501 +57%
MWM
1587
Merriman Wealth Management
Washington
$935K +$935K +9,030 New
CYG
1588
Clean Yield Group
Vermont
$926K -$230K -2,350 -20%
PO
1589
Private Ocean
California
$913K +$37.5K +384 +4%
WCM
1590
Windsor Capital Management
Arizona
$901K -$31.1K -318 -3%
WA
1591
WESPAC Advisors
California
$898K +$39.1K +400 +5%
AC
1592
Addison Capital
Pennsylvania
$891K – – –
GGPS
1593
Gary Goldberg Planning Services
New York
$887K +$83K +849 +10%
VWM
1594
Vector Wealth Management
Minnesota
$885K -$162K -1,663 -16%
BMM
1595
Berkshire Money Management
Massachusetts
$885K -$46.9K -480 -5%
SCM
1596
Steward Capital Management
Michigan
$880K – – –
FC
1597
Farley Capital
New York
$879K -$67.3K -689 -7%
APCM
1598
Arbiter Partners Capital Management
New York
$879K +$586K +6,000 +200%
KIA
1599
Kopp Investment Advisors
Minnesota
$878K +$488 +5 +0.1%
MWP
1600
Moller Wealth Partners
$870K +$29.3K +300 +3%
62 63
64
65 66