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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 %
PAS
1601
Partnervest Advisory Services
California
$870K +$47.1K +482 +6%
W
1602
Wealthfront
California
$866K +$866K +8,865 New
NES
1603
New England Securities
New York
$862K +$153K +1,563 +22%
MTIM
1604
Marathon Trading Investment Management
Pennsylvania
$860K +$860K +8,806 New
RL
1605
Ruffer LLP
United Kingdom
$856K -$111K -1,140 -12%
MVA
1606
Mount Vernon Associates
Maryland
$854K -$14K -143 -2%
EWM
1607
Evermay Wealth Management
Virginia
$853K +$2.93K +30 +0.3%
AI
1608
Accredited Investors
Minnesota
$853K +$139K +1,419 +19%
DA
1609
Dillon & Associates
Michigan
$848K -$19.6K -200 -2%
MAM
1610
Mizuho Asset Management
Japan
$847K +$37.2K +381 +5%
SCM
1611
Southport Capital Management
Tennessee
$844K +$19.1K +196 +2%
DSN
1612
D. Scott Neal
Kentucky
$843K +$22K +225 +3%
CCB
1613
Cutter & Co Brokerage
Missouri
$839K +$64.9K +665 +8%
WCM
1614
Wealthcare Capital Management
Virginia
$838K +$8.7K +89 +1%
SHWM
1615
Smith & Howard Wealth Management
Georgia
$828K -$27.6K -282 -3%
HCM
1616
Hengehold Capital Management
Ohio
$828K +$77.7K +795 +10%
SCM
1617
SOL Capital Management
Maryland
$819K -$8.79K -90 -1%
WCA
1618
Westover Capital Advisors
Delaware
$814K -$4.2K -43 -0.5%
AFIA
1619
America First Investment Advisors
Nebraska
$812K -$2.54K -26 -0.3%
IFS
1620
Ifrah Financial Services
Arkansas
$812K – – –
HS
1621
Huntington Steele
Pennsylvania
$807K – – –
NA
1622
Nottingham Advisors
New York
$804K -$14.3K -147 -2%
TI
1623
Truepoint Inc
Ohio
$804K +$74.5K +768 +10%
BBPWM
1624
Blue Bell Private Wealth Management
Pennsylvania
$801K – – –
QIM
1625
Quest Investment Management
Oregon
$801K – – –
63 64
65
66 67