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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 %
SAM
2026
Solaris Asset Management
New York
$58K – – –
HW
2027
Hedeker Wealth
Illinois
$58K +$58K +627 New
YL
2028
YCG LLC
Texas
$51K +$51K +550 New
CCA
2029
Catalyst Capital Advisors
New York
$50K +$50K +546 New
FM
2030
Forward Management
California
$43K -$6.5K -70 -13%
BCFS
2031
Butensky & Cohen Financial Security
Florida
$39K +$39K +420 New
GXMC
2032
Global X Management Company
New York
$36K +$7.28K +78 +25%
IF
2033
Ironwood Financial
Arizona
$34K +$34K +363 New
BRWA
2034
B. Riley Wealth Advisors
Florida
$33.9K +$14K +24,646 +70%
NG
2035
NatWest Group
United Kingdom
$29.5K -$1.08K -11,653 -4%
BCI
2036
Brinker Capital Investments
Pennsylvania
$28K +$373 +4 +1%
PWM
2037
ParenteBeard Wealth Management
Pennsylvania
$27K -$293K -27,064 -92%
LBG
2038
Lloyds Banking Group
United Kingdom
$24K -$5.29M -58,821 -100%
SFU
2039
Stonehage Fleming (UK)
United Kingdom
$23K -$65.3K -710 -74%
ED
2040
Exane Derivatives
France
$22.2K +$22.2K +240 New
SMG
2041
Spectrum Management Group
Indiana
$19K – – –
PRS
2042
Pinkerton Retirement Specialists
Idaho
$19K +$19K +933 New
UOTTAIMCU
2043
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10K +$5.46K +60 +120%
TJHA
2044
Thomas J. Herzfeld Advisors
Florida
$8K +$8K +86 New
BPM
2045
Bowling Portfolio Management
Ohio
$7.07K -$321 -3,474 -4%
FTC
2046
Farmers Trust Company
Ohio
$6.99K -$7.18M -76,069 -100%
KIG
2047
Kessler Investment Group
Indiana
$6K +$6K +64 New
NMIS
2048
Northwestern Mutual Investment Services
Wisconsin
$4K +$4K +40 New
NDSI
2049
Newman Dignan & Sheerar Inc
Rhode Island
$2.93K -$54 -588 -2%
IF
2050
IRON Financial
Illinois
$2.09K -$712 -770 -25%
80 81
82
83 84