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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
MIFH
276
Migdal Insurance & Financial Holdings
Israel
$31.9M +$488K +4,079 +1%
MHC
277
Meyer Handelman Company
New York
$31.3M -$95.6K -800 -0.3%
UB
278
UMB Bank
Missouri
$31.3M +$37.9K +317 +0.1%
FP
279
Foundry Partners
Minnesota
$31.3M -$65.7K -550 -0.2%
GFPC
280
Global Financial Private Capital
Florida
$31.1M -$3.01M -25,187 -8%
Creative Planning
281
Creative Planning
Kansas
$31M -$619K -5,181 -2%
Brown Advisory
282
Brown Advisory
Maryland
$31M -$1.67M -13,949 -5%
JCM
283
Janney Capital Management
Pennsylvania
$30.9M -$457K -3,819 -1%
BHC
284
Bowen Hanes & Co
Florida
$30.5M +$7.05M +58,955 +28%
DIA
285
Davidson Investment Advisors
Montana
$30.5M -$584K -4,887 -2%
SOADOR
286
State of Alaska Department of Revenue
Alaska
$30.5M +$6.66M +55,690 +26%
MSA
287
Mason Street Advisors
Wisconsin
$30.3M +$183K +1,527 +0.6%
Man Group
288
Man Group
United Kingdom
$29.8M +$31.3M +261,638 New
QI
289
QS Investors
New York
$29.6M +$420K +3,517 +1%
OAM
290
Oppenheimer Asset Management
New York
$29.6M -$12.2M -102,135 -28%
AG
291
Advisor Group
Arizona
$29.6M +$74.8K +626 +0.2%
SDIC
292
South Dakota Investment Council
South Dakota
$29.5M -$6.44M -53,896 -17%
CSIC
293
Clifford Swan Investment Counsel
California
$29M -$531K -4,439 -2%
QI
294
QV Investors
Alberta, Canada
$28.8M +$409K +3,420 +1%
MIH
295
Madison Investment Holdings
Wisconsin
$28.8M +$3.2M +26,759 +12%
WPC
296
Waters Parkerson & Co
Louisiana
$28.7M +$430K +3,596 +1%
Cambridge Investment Research Advisors
297
Cambridge Investment Research Advisors
Iowa
$28.7M +$1.24M +10,397 +4%
TAM
298
Tocqueville Asset Management
New York
$28.4M -$11.5M -96,574 -28%
KIA
299
KCM Investment Advisors
California
$28.3M -$513K -4,292 -2%
CIBC Asset Management
300
CIBC Asset Management
Ontario, Canada
$28M -$1.08M -9,056 -4%

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.