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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 %
KPCM
1726
Kings Point Capital Management
New York
$702K +$25.5K +276 +4%
MIM
1727
Miller Investment Management
Pennsylvania
$700K +$83.2K +900 +13%
ACM
1728
Argent Capital Management
Missouri
$698K +$22.5K +243 +3%
SFWA
1729
Summit Financial Wealth Advisors
Louisiana
$695K +$695K +7,516 New
HS
1730
Huntington Steele
Pennsylvania
$694K -$59.9K -648 -8%
VF
1731
Virtu Financial
New York
$692K -$368K -3,978 -35%
CCS
1732
Crosspoint Capital Strategies
California
$688K +$241K +2,604 +54%
AT
1733
Argent Trust
Texas
$682K +$682K +7,382 New
CCB
1734
Cutter & Co Brokerage
Missouri
$678K -$26.7K -289 -4%
BWM
1735
Baystate Wealth Management
Massachusetts
$675K -$127K -1,376 -16%
IMAS
1736
ID Management A/S
Denmark
$675K – – –
SAMC
1737
Spectrum Asset Management (California)
California
$672K +$672K +7,271 New
JWM
1738
Jackson Wealth Management
Florida
$671K +$671K +7,255 New
PAS
1739
Partnervest Advisory Services
California
$665K +$55.1K +596 +9%
NCM
1740
Northside Capital Management
Oregon
$664K +$664K +7,179 New
TC
1741
Telemus Capital
Michigan
$655K -$31.2K -337 -5%
NYLT
1742
New York Life Trust
New York
$652K +$14.9K +161 +2%
CA
1743
Cambridge Advisors
Nebraska
$651K +$651K +7,041 New
PAM
1744
Princeton Alpha Management
New Jersey
$648K +$648K +7,009 New
GCM
1745
Grisanti Capital Management
New York
$646K – – –
ICOM
1746
Investment Counselors of Maryland
Maryland
$645K – – –
CISOA
1747
Capital Investment Services of America
Wisconsin
$645K +$146K +1,578 +29%
TFA
1748
Toth Financial Advisory
Virginia
$644K -$9.16K -99 -1%
JRP
1749
Jasper Ridge Partners
California
$640K – – –
NIMC
1750
NWQ Investment Management Company
California
$639K +$3.79K +41 +0.6%
68 69
70
71 72