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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 %
KAM
1726
Keeley Asset Management
Illinois
$492K – – –
EBSAM
1727
Eubel Brady & Suttman Asset Management
Ohio
$492K +$36.1K +370 +8%
KIM
1728
Karpus Investment Management
New York
$490K – – –
SIG
1729
Schaller Investment Group
North Carolina
$489K – – –
SJIC
1730
St. James Investment Company
Texas
$488K +$221K +2,258 +83%
AWA
1731
Arete Wealth Advisors
Illinois
$486K -$9.76K -100 -2%
FWSM
1732
First Wilshire Securities Management
California
$480K – – –
HCM
1733
Heathbridge Capital Management
Ontario, Canada
$478K +$48.8K +500 +11%
RWM
1734
RKL Wealth Management
Pennsylvania
$477K +$477K +4,882 New
CAW
1735
Cornerstone Advisors (Washington)
Washington
$473K +$124K +1,270 +36%
RP
1736
Riverbridge Partners
Minnesota
$472K -$8.98K -92 -2%
PTCG
1737
Pring Turner Capital Group
California
$469K -$78.2K -800 -14%
SFG
1738
Sather Financial Group
Texas
$459K +$195 +2 +0%
BCM
1739
Brown Capital Management
Maryland
$458K -$2.44K -25 -0.5%
AW
1740
Alpha Windward
Massachusetts
$457K -$12K -123 -3%
WPW
1741
Waldron Private Wealth
Pennsylvania
$453K -$34.4K -352 -7%
RBCM
1742
Raub Brock Capital Management
California
$446K -$6.84K -70 -2%
CCM
1743
Carderock Capital Management
Maryland
$438K +$15.1K +154 +4%
NC
1744
NBW Capital
Massachusetts
$437K -$591K -6,055 -57%
MCM
1745
Moore Capital Management
New York
$436K +$436K +4,464 New
ACM
1746
AKRE Capital Management
Virginia
$434K +$434K +4,446 New
PCM
1747
Palouse Capital Management
Washington
$433K – – –
MAS
1748
Madden Advisory Services
Florida
$428K +$53.3K +545 +14%
SCP
1749
Sandhill Capital Partners
New York
$426K -$56.8K -582 -12%
OAM
1750
Occidental Asset Management
California
$426K +$426K +4,365 New
68 69
70
71 72