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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 %
SLA
1626
Silver Lake Advisory
Utah
$801K +$1.56K +16 +0.2%
UAS
1627
United Asset Strategies
New York
$786K +$280K +2,871 +55%
LIA
1628
LBMC Investment Advisors
Tennessee
$772K -$6.25K -64 -0.8%
BWM
1629
Baystate Wealth Management
Massachusetts
$763K +$160K +1,635 +26%
BO
1630
BRR OpCo
Ohio
$760K +$31.2K +319 +4%
NCM
1631
Noesis Capital Mangement
Florida
$759K -$14.3K -146 -2%
CCM
1632
Carlson Capital Management
Minnesota
$756K +$18K +184 +2%
SAM
1633
Shikiar Asset Management
New York
$752K -$68.4K -700 -8%
KPCM
1634
Kings Point Capital Management
New York
$746K -$39.1K -400 -5%
FCB
1635
First Citizens Bancorporation
South Carolina
$743K -$95.7K -980 -11%
PM
1636
Penbrook Management
New York
$743K +$372K +3,735 +100%
TRCT
1637
Tower Research Capital (TRC)
New York
$742K -$44.8K -459 -6%
EIM
1638
Essex Investment Management
Massachusetts
$741K +$102K +1,041 +16%
G
1639
GlobalBridge
Minnesota
$733K +$11.8K +121 +2%
TC
1640
Telemus Capital
Michigan
$729K -$879 -9 -0.1%
CCS
1641
Crosspoint Capital Strategies
California
$729K +$24.5K +251 +3%
NHFG
1642
New Harbor Financial Group
Massachusetts
$718K -$9.77K -100 -1%
WCBA
1643
Weaver C. Barksdale & Associates
Tennessee
$712K – – –
BOIA
1644
Bush ODonnell Investment Advisors
Missouri
$710K – – –
FIM
1645
Freedom Investment Management
Connecticut
$710K +$69.8K +714 +11%
AIA
1646
Arbor Investment Advisors
North Carolina
$705K +$29.4K +301 +4%
PAM
1647
Premier Asset Management
Illinois
$703K -$405K -4,150 -37%
BP
1648
BBR Partners
New York
$692K -$40.2K -411 -5%
TFA
1649
Toth Financial Advisory
Virginia
$692K -$4.79K -49 -0.7%
IWC
1650
Integrated Wealth Counsel
California
$691K -$58K -594 -8%
64 65
66
67 68