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Chevron

2,207 hedge funds and large institutions have $156B invested in Chevron in 2017 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 811 increasing their positions, 883 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more first-time investments, than exits

New positions opened: 281 | Existing positions closed: 61

19% more funds holding in top 10

Funds holding in top 10: 172205 (+33)

10% more funds holding

Funds holding: 2,0022,207 (+205)

8% more capital invested

Capital invested by funds: $145B → $156B (+$10.9B)

0.51% more ownership

Funds ownership: 65.03%65.53% (+0.51%)

8% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 883

37% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.55B

Holders
2,207
Holders Change
+205
Holders Change %
+10.24%
% of All Funds
50.05%
Holding in Top 10
205
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+19.19%
% of All Funds
4.65%
New
281
Increased
811
Reduced
883
Closed
61
Calls
$1.62B
Puts
$2.55B
Net Calls
-$934M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
226
Two Sigma Advisers
New York
$49.4M -$259M -2,181,349 -85%
NA
227
Neuburgh Advisers
California
$48.7M -$891K -7,514 -2%
SAM
228
Shell Asset Management
Netherlands
$48.6M +$7.15M +60,303 +18%
DRZID
229
DePrince Race & Zollo Inc (DRZ)
Florida
$48.1M -$5.04M -42,500 -10%
CGT
230
Capital Guardian Trust
California
$48M -$10.7M -89,870 -19%
RRAM
231
River Road Asset Management
Kentucky
$46.8M -$952K -8,030 -2%
HFS
232
HL Financial Services
Kentucky
$46.6M -$1.75M -14,794 -4%
Dodge & Cox
233
Dodge & Cox
California
$46.1M -$1.66M -13,970 -4%
RCM
234
RNC Capital Management
California
$45.9M +$58.3K +492 +0.1%
BC
235
Bartlett & Co
Ohio
$45.8M -$815K -6,870 -2%
MIP
236
Mondrian Investment Partners
United Kingdom
$45.7M +$538K +4,536 +1%
CAM
237
Congress Asset Management
Massachusetts
$45.4M -$247K -2,085 -0.6%
MPI
238
Mairs & Power Inc
Minnesota
$45.1M -$802K -6,765 -2%
First Eagle Investment Management
239
First Eagle Investment Management
New York
$45M -$267M -2,253,942 -86%
STMM
240
South Texas Money Management
Texas
$44.3M -$1.13M -9,489 -3%
Lazard Asset Management
241
Lazard Asset Management
New York
$44.1M -$2.03M -17,102 -5%
URS
242
Utah Retirement Systems
Utah
$44.1M +$569K +4,800 +1%
TAM
243
Tocqueville Asset Management
New York
$43.3M -$589K -4,970 -1%
NB
244
Norinchukin Bank
Japan
$43M +$8.66M +73,024 +27%
BCM
245
Becker Capital Management
Oregon
$42.7M +$80.8K +681 +0.2%
OAM
246
Oppenheimer Asset Management
New York
$42.5M
PSUF
247
People's United Financial
Connecticut
$41.9M -$746K -6,295 -2%
Natixis Advisors
248
Natixis Advisors
Massachusetts
$41.6M +$2.09M +17,625 +6%
CAN
249
Cetera Advisor Networks
California
$41.6M -$2.37M -20,013 -6%
PFC
250
Poplar Forest Capital
California
$40.8M -$2.02M -17,026 -5%

CVX Hedge Fund Activity: Q4 2017 in Review

2,207 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2017, worth a combined $156B — up 7.6% from $145B a quarter earlier.

Buyers outnumbered sellers: 281 funds opened new CVX positions and 61 closed out — a net gain of 220 holders — while 811 added to existing stakes and 883 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $479M.

  • 2,207 institutional investors held Chevron (CVX) as of Q4 2017, up from 2,002 in Q3 2017.
  • Funds reported $156B of Chevron stock for Q4 2017, up 7.6% quarter-over-quarter.
  • 281 funds opened new Chevron positions in Q4 2017 and 61 closed out, a net change of +220 holders.
  • The largest Chevron buyer in Q4 2017 was Alleghany Corporation, an estimated $408M added.
  • The largest Chevron seller in Q4 2017 was Capital International Investors, an estimated $479M sold.

Based on aggregated 13F filings for Q4 2017.