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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 %
GAM
1801
Garrison Asset Management
Arkansas
$522K – – –
ATIA
1802
American Trust Investment Advisors
New Hampshire
$522K +$522K +5,647 New
HIS
1803
Horizon Investment Services
Indiana
$519K -$16.2K -175 -3%
AAS
1804
Annex Advisory Services
Wisconsin
$514K -$118K -1,280 -19%
GA
1805
Geller Advisors
New York
$511K +$114K +1,235 +29%
BC
1806
Blackhill Capital
New Jersey
$511K +$251K +2,715 +97%
QC
1807
Quadrature Capital
United Kingdom
$511K +$511K +5,533 New
PFC
1808
Poplar Forest Capital
California
$510K – – –
AL
1809
Aspiriant LLC
California
$507K -$41.6K -450 -8%
JIM
1810
Jensen Investment Management
Oregon
$506K +$43.5K +470 +9%
SFG
1811
Sather Financial Group
Texas
$500K +$185 +2 +0%
DBT
1812
Dubuque Bank & Trust
Iowa
$497K -$269K -2,899 -35%
NP
1813
NorthRock Partners
Minnesota
$497K +$497K +5,379 New
EIM
1814
Essex Investment Management
Massachusetts
$493K – – –
TAM
1815
Trillium Asset Management
Massachusetts
$488K +$165K +1,790 +51%
PM
1816
Penbrook Management
New York
$484K +$59.9K +647 +14%
DAS
1817
Dynamic Advisor Solutions
Arizona
$483K -$49.8K -539 -9%
AI
1818
ArchPoint Investors
Florida
$480K – – –
Rafferty Asset Management
1819
Rafferty Asset Management
New York
$479K -$389K -4,203 -45%
RCP
1820
Rothschild Capital Partners
New York
$479K – – –
BRWM
1821
B. Riley Wealth Management
Tennessee
$478K -$98.4K -1,065 -17%
EWM
1822
Elite Wealth Management
Washington
$471K -$581K -6,292 -55%
EBSAM
1823
Eubel Brady & Suttman Asset Management
Ohio
$471K -$1.66K -18 -0.4%
LFA
1824
Landmark Financial Advisors
Kentucky
$469K +$469K +5,078 New
FGA
1825
Flood Gamble Associates
New York
$468K -$4.9K -53 -1%
71 72
73
74 75