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Exxon Mobil
XOM

Overview Fund Activity

2,226 hedge funds and large institutions have $196B invested in Exxon Mobil in 2016 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 798 increasing their positions, 1,017 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,226
Holders Change
+108
Holders Change %
+5.1%
% of All Funds
55.73%
Holding in Top 10
608
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+4.47%
% of All Funds
15.22%
New
199
Increased
798
Reduced
1,017
Closed
56
Calls
$3.32B
Puts
$3.21B
Net Calls
+$110M
Net Calls Change
-$534M

Top Buyers

1
State Street
State Street
Massachusetts
+$749M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$596M
3
Asset Management One
Asset Management One
Japan
+$577M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$411M
5
BFA
BlackRock Fund Advisors
California
+$373M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$577M
2
Deutsche Bank
Deutsche Bank
Germany
-$390M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$186M
4
BA
BlackRock Advisors
Delaware
-$183M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
1801
Tandem Investment Advisors
South Carolina
$800K +$800K +8,866 New
LK
1802
Lumbard & Kellner
New Hampshire
$799K – – –
BJL
1803
Brighton Jones LLC
Washington
$792K -$2.02M -22,396 -72%
GS
1804
Gagnon Securities
New York
$789K -$15K -166 -2%
NGA
1805
Naples Global Advisors
Florida
$788K -$22.2K -246 -3%
PFO
1806
Pathstone Family Office
New Jersey
$788K +$232K +2,570 +42%
HCM
1807
Hilton Capital Management
New York
$786K +$1.36K +15 +0.2%
BMCM
1808
Bryn Mawr Capital Management
Pennsylvania
$786K +$786K +8,704 New
NIM
1809
Nexus Investment Management
Ontario, Canada
$785K – – –
WCBA
1810
Weaver C. Barksdale & Associates
Tennessee
$783K -$3.79K -42 -0.5%
RW
1811
REDW Wealth
New Mexico
$782K +$782K +8,660 New
ECAM
1812
East Coast Asset Management
Massachusetts
$780K -$24.8K -275 -3%
AZA
1813
Arthur Zaske & Associates
Michigan
$776K +$90.2K +1,000 +13%
BIA
1814
Biondo Investment Advisors
Pennsylvania
$769K -$126K -1,400 -14%
HCM
1815
Horan Capital Management
Maryland
$768K -$719K -7,976 -48%
QIM
1816
Quest Investment Management
Oregon
$767K – – –
SCM
1817
Stonehearth Capital Management
Massachusetts
$766K +$722 +8 +0.1%
JCM
1818
Jacobi Capital Management
Pennsylvania
$765K -$127K -1,462 -14%
MPM
1819
Meritage Portfolio Management
Kansas
$762K +$1.53K +17 +0.2%
PFM
1820
Peak Financial Management
Massachusetts
$757K -$5.78K -64 -0.8%
AWM
1821
AllSquare Wealth Management
New York
$756K -$13.5K -150 -2%
TFA
1822
Toth Financial Advisory
Virginia
$754K +$181 +2 +0%
SIM
1823
SSI Investment Management
California
$751K -$25.3K -280 -3%
CWM
1824
Circle Wealth Management
New Jersey
$749K +$749K +8,297 New
AWM
1825
Affinity Wealth Management
Delaware
$746K +$47.6K +527 +7%
71 72
73
74 75