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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 %
FWCM
1651
First Western Capital Management
California
$890K +$27.8K +301 +3%
AIC
1652
Atlantic Investment Company
Georgia
$890K +$890K +9,632 New
ST
1653
Sageworth Trust
Pennsylvania
$888K +$888K +9,610 New
RIM
1654
Regent Investment Management
Kentucky
$887K -$425K -4,600 -32%
PRHC
1655
P.R. Herzig & Co
New York
$887K – – –
DPI
1656
Diversified Portfolios Inc
Michigan
$885K +$885K +9,571 New
RAM
1657
Riggs Asset Management
Pennsylvania
$883K -$16.7K -181 -2%
SIA
1658
Stancorp Investment Advisers
Oregon
$867K +$867K +9,377 New
CCM
1659
Carlson Capital Management
Minnesota
$861K -$30.6K -331 -3%
PL
1660
Plancorp LLC
Missouri
$859K -$1.71M -18,466 -67%
LYV
1661
Live Your Vision
Pennsylvania
$859K – – –
SFS
1662
Summit Financial Strategies
Ohio
$859K +$859K +9,295 New
PCM
1663
Perritt Capital Management
Illinois
$858K -$924 -10 -0.1%
FGP
1664
Foyston, Gordon, & Payne
Ontario, Canada
$856K -$173K -1,874 -17%
FA
1665
Financial Advantage
Maryland
$856K -$9.7K -105 -1%
MVA
1666
Mount Vernon Associates
Maryland
$852K +$61.8K +668 +8%
CMANY
1667
Capital Management Associates (New York)
New York
$846K – – –
CYG
1668
Clean Yield Group
Vermont
$845K -$53.3K -577 -6%
DSN
1669
D. Scott Neal
Kentucky
$844K +$8.04K +87 +1%
SCM
1670
Stonehearth Capital Management
Massachusetts
$843K +$843K +9,116 New
BMM
1671
Berkshire Money Management
Massachusetts
$837K -$18.5K -200 -2%
CAM
1672
Centre Asset Management
New York
$832K -$592K -6,403 -42%
WCM
1673
Windsor Capital Management
Arizona
$820K -$21.4K -231 -3%
TFO
1674
Tarbox Family Office
California
$819K -$13.9K -150 -2%
SHWM
1675
Smith & Howard Wealth Management
Georgia
$817K +$38.7K +419 +5%
65 66
67
68 69