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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
$1.2B
2
Vanguard Group
Vanguard Group
Pennsylvania
$22.6B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$7.14B
4
Capital Research Global Investors
Capital Research Global Investors
California
$1.36B
5
Boston Partners
Boston Partners
Massachusetts
$1.45B

Top Sellers

1
State Street
State Street
Massachusetts
$17.4B
2
IIS
Ignis Investment Services
United Kingdom
$639M
3
Northern Trust
Northern Trust
Illinois
$6.28B
4
Goldman Sachs
Goldman Sachs
New York
$2.04B
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSTVIM
1651
Messner & Smith Theme Value Investment Management
California
$686K – – –
NIMC
1652
NWQ Investment Management Company
California
$685K -$3.91K -40 -0.6%
SIC
1653
Shoker Investment Counsel
Ohio
$683K +$2.74K +28 +0.4%
GCM
1654
Grisanti Capital Management
New York
$683K +$67.4K +690 +11%
AWA
1655
ARS Wealth Advisors
Florida
$682K -$4.4K -45 -0.6%
ICOM
1656
Investment Counselors of Maryland
Maryland
$681K -$410K -4,200 -38%
RIA
1657
Regal Investment Advisors
Michigan
$681K +$303K +3,097 +80%
SRC
1658
Stone Run Capital
New York
$680K -$138K -1,408 -17%
MIM
1659
Miller Investment Management
Pennsylvania
$675K -$1.62M -16,565 -71%
PMFA
1660
Plante Moran Financial Advisors
Michigan
$665K -$684K -6,999 -51%
NBC
1661
Neuberger Berman Canada
Ontario, Canada
$664K +$205K +2,100 +45%
SIM
1662
Spark Investment Management
New York
$664K +$664K +6,800 New
HCM
1663
Hilton Capital Management
New York
$662K -$47.5K -486 -7%
VAM
1664
Visium Asset Management
New York
$655K +$655K +6,702 New
MAP
1665
Managed Asset Portfolios
Michigan
$650K +$19.5K +200 +3%
First Eagle Investment Management
1666
First Eagle Investment Management
New York
$647K – – –
AFG
1667
Arkansas Financial Group
Arkansas
$644K – – –
SFSIG
1668
San Francisco Sentry Investment Group
California
$644K +$9.76K +100 +2%
ACM
1669
Alta Capital Management
Utah
$644K +$12.9K +132 +2%
ODCM
1670
Old Dominion Capital Management
Virginia
$643K -$122K -1,251 -16%
RPGK
1671
Retirement Planning Group (Kansas)
Kansas
$640K – – –
BCM
1672
Brookmont Capital Management
Texas
$635K – – –
SIC
1673
SFE Investment Counsel
California
$634K – – –
FA
1674
Financial Advantage
Maryland
$633K -$223K -2,283 -26%
WGCA
1675
Wolf Group Capital Advisors
Virginia
$629K -$9.77K -100 -2%
65 66
67
68 69