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Chevron

2,480 hedge funds and large institutions have $108B invested in Chevron in 2020 Q4 according to their latest regulatory filings, with 333 funds opening new positions, 881 increasing their positions, 1,112 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more first-time investments, than exits

New positions opened: 333 | Existing positions closed: 91

28% more funds holding in top 10

Funds holding in top 10: 3241 (+9)

22% more capital invested

Capital invested by funds: $88.8B → $108B (+$19.1B)

9% more funds holding

Funds holding: 2,2722,480 (+208)

1% more call options, than puts

Call options by funds: $1.6B | Put options by funds: $1.58B

0.33% more ownership

Funds ownership: 66.07%66.4% (+0.33%)

21% less repeat investments, than reductions

Existing positions increased: 881 | Existing positions reduced: 1,112

Holders
2,480
Holders Change
+208
Holders Change %
+9.15%
% of All Funds
43.88%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.73%
New
333
Increased
881
Reduced
1,112
Closed
91
Calls
$1.6B
Puts
$1.58B
Net Calls
+$21.6M
Net Calls Change
+$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PR
251
Payden & Rygel
California
$24.7M +$6.55M +80,900 +38%
Qube Research & Technologies (QRT)
252
Qube Research & Technologies (QRT)
United Kingdom
$24.6M +$13.4M +165,761 +132%
WPC
253
Waters Parkerson & Co
Louisiana
$24.4M +$1.49M +18,398 +7%
CSIC
254
Clifford Swan Investment Counsel
California
$24.3M -$483K -5,965 -2%
CCM
255
Covington Capital Management
California
$24.1M +$472K +5,825 +2%
WT
256
Whittier Trust
California
$23.8M -$72.3K -893 -0.3%
AQR Capital Management
257
AQR Capital Management
Connecticut
$23.8M +$6.63M +81,865 +41%
Dodge & Cox
258
Dodge & Cox
California
$23.6M -$1.78M -22,027 -7%
Capstone Investment Advisors
259
Capstone Investment Advisors
New York
$23.5M +$1.6M +19,768 +8%
CAI
260
Capital Advisors Inc
Oklahoma
$23.5M +$10.4M +128,874 +86%
ZCM
261
Ziegler Capital Management
Illinois
$23.2M -$2.09M -25,828 -9%
VDI
262
Vaughan David Investments
Illinois
$23.1M +$1.18M +14,538 +6%
Assenagon Asset Management
263
Assenagon Asset Management
Luxembourg
$23M +$20.9M +258,703 +1,847%
WG
264
Welch Group
Alabama
$22.7M -$3.25M -40,156 -13%
NAM
265
Nissay Asset Management
Japan
$22.7M +$465K +5,739 +2%
AWM
266
AE Wealth Management
Kansas
$22.6M +$2.46M +30,398 +13%
MSA
267
Mason Street Advisors
Wisconsin
$22.4M +$266K +3,286 +1%
MHC
268
Meyer Handelman Company
New York
$22.4M +$93.4K +1,154 +0.4%
WRF
269
Waddell & Reed Financial
Kansas
$22.1M +$1.8M +22,286 +9%
SBH
270
Segall Bryant & Hamill
Illinois
$22M +$12.2M +150,635 +137%
SF
271
Synovus Financial
Georgia
$21.9M +$473K +5,840 +2%
ZIC
272
ZWJ Investment Counsel
Georgia
$21.8M -$887K -10,951 -4%
UIM
273
USS Investment Management
United Kingdom
$21.7M -$182K -2,247 -0.9%
SEI Investments
274
SEI Investments
Pennsylvania
$21.5M +$5.38M +66,482 +35%
FWIA
275
Fort Washington Investment Advisors
Ohio
$21.5M +$123K +1,521 +0.6%

CVX Hedge Fund Activity: Q4 2020 in Review

2,480 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2020, worth a combined $108B — up 22% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 333 funds opened new CVX positions and 91 closed out — a net gain of 242 holders — while 881 added to existing stakes and 1,112 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.27B. The largest seller was Wellington Management Group, cutting an estimated $343M.

  • 2,480 institutional investors held Chevron (CVX) as of Q4 2020, up from 2,272 in Q3 2020.
  • Funds reported $108B of Chevron stock for Q4 2020, up 22% quarter-over-quarter.
  • 333 funds opened new Chevron positions in Q4 2020 and 91 closed out, a net change of +242 holders.
  • The largest Chevron buyer in Q4 2020 was Capital Research Global Investors, an estimated $1.27B added.
  • The largest Chevron seller in Q4 2020 was Wellington Management Group, an estimated $343M sold.

Based on aggregated 13F filings for Q4 2020.