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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
GG
251
Gofen & Glossberg
Illinois
$40.5M -$370K -3,119 -1%
CIBC World Market
252
CIBC World Market
Ontario, Canada
$40.3M +$3.65M +30,799 +11%
FCM
253
Flinton Capital Management
Pennsylvania
$40.1M -$734K -6,188 -2%
SG Americas Securities
254
SG Americas Securities
New York
$39.8M +$35.4M +298,309 +1,514%
FWIA
255
Fort Washington Investment Advisors
Ohio
$39.7M +$22.7M +191,122 +152%
TAM
256
TPH Asset Management
Texas
$39.6M +$7.52M +63,429 +25%
Nordea Investment Management
257
Nordea Investment Management
Sweden
$39.6M +$2.2M +18,521 +6%
WF
258
Welch & Forbes
Massachusetts
$39.3M +$837K +7,062 +2%
DCM
259
Dupont Capital Management
Delaware
$39.3M -$147K -1,239 -0.4%
SDIC
260
South Dakota Investment Council
South Dakota
$39.1M -$10.2M -86,424 -22%
CFB
261
Cullen/Frost Bankers
Texas
$39.1M -$333K -2,810 -0.9%
AAM
262
Advisors Asset Management
Colorado
$38.8M +$1.21M +10,166 +3%
WT
263
Whittier Trust
California
$38.7M -$750K -6,322 -2%
HTC
264
Haverford Trust Company
Pennsylvania
$38.4M +$71K +599 +0.2%
ZIG
265
Zurich Insurance Group
Switzerland
$37.9M +$5.29M +44,612 +17%
EIM
266
ExxonMobil Investment Management
Texas
$37.8M -$5.22M -44,046 -13%
EHC
267
Everett Harris & Co
California
$37.8M -$238K -2,006 -0.7%
GFPC
268
Global Financial Private Capital
Florida
$37.3M +$2.42M +20,400 +7%
PCA
269
Personal Capital Advisors
California
$37.1M +$1.73M +14,555 +5%
MLICM
270
Metropolitan Life Insurance Company (MetLife)
New York
$36.8M -$71.8M -605,724 -67%
Fiera Capital (Canada)
271
Fiera Capital (Canada)
Quebec, Canada
$36.7M -$185K -1,563 -0.5%
Brown Advisory
272
Brown Advisory
Maryland
$35.7M -$676K -5,705 -2%
Envestnet Asset Management
273
Envestnet Asset Management
Illinois
$35.3M +$1.69M +14,214 +5%
PGFC
274
Peapack-Gladstone Financial Corp
New Jersey
$34.9M +$1.08M +9,128 +3%
Creative Planning
275
Creative Planning
Kansas
$34.7M +$1.49M +12,545 +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.