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Exxon Mobil
XOM

Overview Fund Activity

2,049 hedge funds and large institutions have $195B invested in Exxon Mobil in 2014 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 793 increasing their positions, 865 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,049
Holders Change
+123
Holders Change %
+6.39%
% of All Funds
54.68%
Holding in Top 10
636
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+0.95%
% of All Funds
16.97%
New
208
Increased
793
Reduced
865
Closed
61
Calls
$3.21B
Puts
$2.96B
Net Calls
+$246M
Net Calls Change
+$169M

Top Buyers

1
State Street
State Street
Massachusetts
+$1.15B
2
BFA
BlackRock Fund Advisors
California
+$838M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$788M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$317M
5
American Century Companies
American Century Companies
Missouri
+$314M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$3.87B
2
Boston Partners
Boston Partners
Massachusetts
-$900M
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$766M
4
Bank of America
Bank of America
North Carolina
-$583M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$581M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
1626
New England Private Wealth Advisors
Massachusetts
$975K +$232K +2,504 +31%
LMAM
1627
Legg Mason Asset Management
Japan
$971K -$120K -1,300 -11%
ZF
1628
Zhang Financial
Michigan
$966K +$141K +1,528 +17%
RCS
1629
Retirement Capital Strategies
California
$963K – – –
RBCM
1630
Raub Brock Capital Management
California
$960K – – –
MCMT
1631
Moon Capital Management (Tennessee)
Tennessee
$953K +$277 +3 +0%
AWA
1632
ARS Wealth Advisors
Florida
$950K +$93.1K +1,007 +11%
GWA
1633
Genesis Wealth Advisors
Massachusetts
$946K +$946K +10,552 New
FIM
1634
Freedom Investment Management
Connecticut
$945K +$166K +1,791 +21%
MPM
1635
Meritage Portfolio Management
Kansas
$942K -$25.9K -280 -3%
PCMK
1636
Paragon Capital Management (Kansas)
Kansas
$942K +$7.49K +81 +0.8%
WA
1637
Wealth Architects
California
$941K +$941K +10,178 New
WA
1638
Wheatland Advisors
Pennsylvania
$936K -$4.63K -50 -0.5%
PNAA
1639
Pictet North America Advisors
Switzerland
$932K +$932K +10,085 New
GWCM
1640
Godshalk Welsh Capital Management
Pennsylvania
$932K +$932K +10,085 New
HCP
1641
Holt Capital Partners
Texas
$925K -$48.4K -524 -5%
HHGA
1642
Halbert Hargrove Global Advisors
California
$922K +$10.7K +116 +1%
AAM
1643
Augustine Asset Management
Florida
$920K -$79.5K -860 -8%
VWM
1644
Vector Wealth Management
Minnesota
$919K -$54.6K -590 -6%
IPC
1645
Independent Portfolio Consultants
Florida
$918K +$495K +5,360 +117%
RAM
1646
Roanoke Asset Management
New Jersey
$913K – – –
FAM
1647
Fiduciary Asset Management
Missouri
$912K – – –
AI
1648
Accredited Investors
Minnesota
$908K -$370 -4 -0%
MWM
1649
Merriman Wealth Management
Washington
$905K +$31.7K +350 +4%
CRM
1650
Cramer Rosenthal McGlynn
Connecticut
$901K – – –
64 65
66
67 68