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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
$17.9B
2
BFA
BlackRock Fund Advisors
California
$5.1B
3
Vanguard Group
Vanguard Group
Pennsylvania
$23.1B
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.8B
5
American Century Companies
American Century Companies
Missouri
$1.2B

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$0
2
Boston Partners
Boston Partners
Massachusetts
$523M
3
Gates Foundation Trust
Gates Foundation Trust
Washington
$0
4
Bank of America
Bank of America
North Carolina
$3.49B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
2001
McNamara Financial Services
Massachusetts
$158K +$158K +1,707 New
CAM
2002
ClariVest Asset Management
California
$157K +$127K +1,374 +425%
IMS
2003
Index Management Solutions
Pennsylvania
$149K +$80.5K +874 +118%
NCMG
2004
NCM Capital Management Group
North Carolina
$145K – – –
NC
2005
NewSquare Capital
Pennsylvania
$144K – – –
DA
2006
Dunvegan Associates
California
$142K – – –
MUMSS
2007
Mitsubishi UFJ Morgan Stanley Securities
Japan
$139K +$22.2K +240 +19%
WA
2008
WealthTrust-Arizona
Arizona
$137K -$76.9K -831 -36%
SC
2009
Saiers Capital
New York
$134K +$134K +1,450 New
TDC
2010
Thompson Davis & Co
Virginia
$133K -$12.3K -133 -8%
NYLIM
2011
New York Life Investment Management
New York
$129K -$101K -1,100 -44%
EMA
2012
Efficient Market Advisors
California
$129K -$55.3K -600 -30%
PFG
2013
Piershale Financial Group
Illinois
$121K +$93 +1 +0.1%
WCMN
2014
Westchester Capital Management (Nebraska)
Nebraska
$107K – – –
MIM
2015
Macroview Investment Management
Maryland
$102K -$6.58K -71 -6%
SA
2016
SRH Advisors
Kansas
$98K -$18.5K -200 -16%
JAM
2017
JCIC Asset Management
Ontario, Canada
$93K – – –
MAS
2018
Madden Advisory Services
Florida
$90K -$315K -3,413 -78%
AWM
2019
Avior Wealth Management
Nebraska
$84K +$21.8K +237 +35%
RGI
2020
River Global Investors
United Kingdom
$81K +$81K +882 New
PR
2021
Payden & Rygel
California
$79K – – –
HIM
2022
Hillsdale Investment Management
Ontario, Canada
$74K – – –
CFS
2023
Commonwealth Financial Services
West Virginia
$74K +$74K +798 New
TC
2024
TradeLink Capital
Illinois
$74K +$74K +800 New
CFA
2025
Camarda Financial Advisors
Florida
$62K – – –
79 80
81
82 83