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Chevron

2,211 hedge funds and large institutions have $143B invested in Chevron in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 910 increasing their positions, 964 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

0% more funds holding

Funds holding: 2,2062,211 (+5)

0.16% more ownership

Funds ownership: 65.53%65.69% (+0.16%)

6% less repeat investments, than reductions

Existing positions increased: 910 | Existing positions reduced: 964

8% less capital invested

Capital invested by funds: $156B → $143B (-$12.7B)

18% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $1.77B

24% less funds holding in top 10

Funds holding in top 10: 205156 (-49)

Holders
2,211
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
50.68%
Holding in Top 10
156
Holding in Top 10 Change
-49
Holding in Top 10 Change %
-23.9%
% of All Funds
3.58%
New
110
Increased
910
Reduced
964
Closed
79
Calls
$1.44B
Puts
$1.77B
Net Calls
-$322M
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
226
Dai-ichi Life Insurance Company
Japan
$42.6M +$11.8M +98,340 +36%
ELC
227
Edgar Lomax Company
Virginia
$42.5M +$36M +301,100 +420%
RCM
228
RNC Capital Management
California
$42.3M +$499K +4,176 +1%
HFS
229
HL Financial Services
Kentucky
$42.3M -$205K -1,713 -0.5%
Renaissance Technologies
230
Renaissance Technologies
New York
$42M -$121M -1,011,100 -73%
Nordea Investment Management
231
Nordea Investment Management
Sweden
$41.4M +$5.58M +46,696 +15%
Lazard Asset Management
232
Lazard Asset Management
New York
$41.4M +$1.3M +10,862 +3%
CAM
233
Congress Asset Management
Massachusetts
$41.3M -$8.97K -75 -0%
BCWM
234
Bartlett & Co Wealth Management
Ohio
$41.3M +$43.2M +361,719 New
BC
235
Bartlett & Co
Ohio
$41.3M -$523K -4,376 -1%
STMM
236
South Texas Money Management
Texas
$41.2M +$806K +6,740 +2%
PIA
237
Piedmont Investment Advisors
North Carolina
$41.1M -$14.7M -123,039 -25%
Dodge & Cox
238
Dodge & Cox
California
$41M -$1.03M -8,619 -2%
MPI
239
Mairs & Power Inc
Minnesota
$40.9M -$211K -1,761 -0.5%
DRZID
240
DePrince Race & Zollo Inc (DRZ)
Florida
$40.7M -$3.32M -27,810 -7%
Loomis, Sayles & Company
241
Loomis, Sayles & Company
Massachusetts
$40.5M -$5.77M -48,248 -12%
CGT
242
Capital Guardian Trust
California
$40.5M -$3.4M -28,452 -7%
URS
243
Utah Retirement Systems
Utah
$40.2M +$71.7K +600 +0.2%
Millennium Management
244
Millennium Management
New York
$39.7M +$16.2M +135,660 +64%
RRAM
245
River Road Asset Management
Kentucky
$39.7M -$3.12M -26,064 -7%
NMIMC
246
Northwestern Mutual Investment Management Company
Wisconsin
$39.7M -$9.72M -81,312 -19%
CFB
247
Cullen/Frost Bankers
Texas
$39.5M +$4.13M +34,517 +11%
PSUF
248
People's United Financial
Connecticut
$38.5M +$317K +2,654 +0.8%
Robeco Institutional Asset Management
249
Robeco Institutional Asset Management
Netherlands
$38.2M +$11.1M +93,062 +38%
ZIG
250
Zurich Insurance Group
Switzerland
$37.7M +$3.38M +28,254 +9%

CVX Hedge Fund Activity: Q1 2018 in Review

2,211 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2018, worth a combined $143B — down 8.1% from $156B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new CVX positions and 79 closed out — a net gain of 31 holders — while 910 added to existing stakes and 964 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $731M. The largest seller was State Street, cutting an estimated $480M.

  • 2,211 institutional investors held Chevron (CVX) as of Q1 2018, up from 2,206 in Q4 2017.
  • Funds reported $143B of Chevron stock for Q1 2018, down 8.1% quarter-over-quarter.
  • 110 funds opened new Chevron positions in Q1 2018 and 79 closed out, a net change of +31 holders.
  • The largest Chevron buyer in Q1 2018 was Deutsche Bank, an estimated $731M added.
  • The largest Chevron seller in Q1 2018 was State Street, an estimated $480M sold.

Based on aggregated 13F filings for Q1 2018.