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Chevron

2,238 hedge funds and large institutions have $154B invested in Chevron in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 931 increasing their positions, 939 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 75

0.5% less ownership

Funds ownership: 66.18%65.68% (-0.5%)

1% less funds holding

Funds holding: 2,2512,238 (-13)

1% less repeat investments, than reductions

Existing positions increased: 931 | Existing positions reduced: 939

4% less capital invested

Capital invested by funds: $160B → $154B (-$5.7B)

4% less call options, than puts

Call options by funds: $1.54B | Put options by funds: $1.61B

36% less funds holding in top 10

Funds holding in top 10: 217139 (-78)

Holders
2,238
Holders Change
-13
Holders Change %
-0.58%
% of All Funds
51.15%
Holding in Top 10
139
Holding in Top 10 Change
-78
Holding in Top 10 Change %
-35.94%
% of All Funds
3.18%
New
82
Increased
931
Reduced
939
Closed
75
Calls
$1.54B
Puts
$1.61B
Net Calls
-$68.2M
Net Calls Change
-$266M
Name Holding Trade Value Shares
Change
Change in
Stake
CGT
251
Capital Guardian Trust
California
$42M +$1.22M +10,058 +3%
CCMG
252
Clark Capital Management Group
Pennsylvania
$41.8M -$3.12M -25,721 -7%
WHRC
253
W.H. Reaves & Co
New Jersey
$41.5M +$18.3M +151,027 +80%
NMIMC
254
Northwestern Mutual Investment Management Company
Wisconsin
$41M -$3.72M -30,629 -8%
Natixis Advisors
255
Natixis Advisors
Massachusetts
$40.7M -$448K -3,695 -1%
AAM
256
Advisors Asset Management
Colorado
$40.6M +$501K +4,126 +1%
GG
257
Gofen & Glossberg
Illinois
$40.2M +$758K +6,246 +2%
AIA
258
Avalon Investment & Advisory
Texas
$40M -$20.2M -166,464 -34%
CIBC World Market
259
CIBC World Market
Ontario, Canada
$39.4M -$61.3M -505,228 -61%
EHC
260
Everett Harris & Co
California
$39.3M +$262K +2,156 +0.7%
WF
261
Welch & Forbes
Massachusetts
$39.2M +$275K +2,264 +0.7%
PSUF
262
People's United Financial
Connecticut
$38.7M -$976K -8,043 -2%
Brown Advisory
263
Brown Advisory
Maryland
$38.4M +$255K +2,098 +0.7%
TAM
264
Tyers Asset Management
Texas
$38.3M +$774K +6,380 +2%
CFB
265
Cullen/Frost Bankers
Texas
$37.8M -$728K -6,001 -2%
MSV
266
MN Services Vermogensbeheer
Netherlands
$37.5M +$352K +2,900 +1%
FWIA
267
Fort Washington Investment Advisors
Ohio
$37.2M -$20.4K -168 -0.1%
MSE
268
MUFG Securities EMEA
United Kingdom
$37.2M +$22.7M +186,806 +159%
GLA
269
Great Lakes Advisors
Illinois
$36.9M -$2.61M -21,495 -7%
HTC
270
Haverford Trust Company
Pennsylvania
$36.5M -$243 -2 -0%
MWNA
271
Marshall Wace North America
New York
$36.2M +$34M +279,979 +1,738%
CAN
272
Cetera Advisor Networks
California
$35.8M -$230K -1,898 -0.6%
Creative Planning
273
Creative Planning
Kansas
$35.7M +$3.03M +25,006 +9%
RRAM
274
River Road Asset Management
Kentucky
$35.7M -$3.19M -26,289 -8%
MOACM
275
Mutual of America Capital Management
New York
$35.7M -$18.4K -152 -0.1%

CVX Hedge Fund Activity: Q3 2018 in Review

2,238 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2018, worth a combined $154B — down 3.6% from $160B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new CVX positions and 75 closed out — a net gain of 7 holders — while 931 added to existing stakes and 939 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.76B. The largest seller was Capital World Investors, cutting an estimated $1.76B.

  • 2,238 institutional investors held Chevron (CVX) as of Q3 2018, down from 2,251 in Q2 2018.
  • Funds reported $154B of Chevron stock for Q3 2018, down 3.6% quarter-over-quarter.
  • 82 funds opened new Chevron positions in Q3 2018 and 75 closed out, a net change of +7 holders.
  • The largest Chevron buyer in Q3 2018 was Capital International Investors, an estimated $1.76B added.
  • The largest Chevron seller in Q3 2018 was Capital World Investors, an estimated $1.76B sold.

Based on aggregated 13F filings for Q3 2018.