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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
Fiera Capital (Canada)
276
Fiera Capital (Canada)
Quebec, Canada
$35.7M -$758K -6,247 -2%
WT
277
Whittier Trust
California
$35.6M -$81.9K -675 -0.2%
GAM
278
Gotham Asset Management
New York
$35.4M +$20.9M +172,161 +146%
PGFC
279
Peapack-Gladstone Financial Corp
New Jersey
$35M -$595K -4,905 -2%
SCA
280
STALEY CAPITAL ADVISERS
Pennsylvania
$34.9M +$363K +2,994 +1%
AG
281
Advisor Group
Arizona
$34.3M +$3.97M +32,722 +13%
TRSOTSOK
282
Teachers Retirement System of the State of Kentucky
Kentucky
$34.2M +$2.88M +23,750 +9%
MLICM
283
Metropolitan Life Insurance Company (MetLife)
New York
$34.1M -$1.19M -9,814 -3%
BHC
284
Bowen Hanes & Co
Florida
$33.7M +$928K +7,650 +3%
JCM
285
Janney Capital Management
Pennsylvania
$33.5M -$1.3M -10,715 -4%
UB
286
UMB Bank
Missouri
$33.3M +$49.3K +406 +0.1%
MHC
287
Meyer Handelman Company
New York
$33.3M -$478K -3,943 -1%
OAM
288
Oppenheimer Asset Management
New York
$33M -$389K -3,203 -1%
CGM
289
Capital Growth Management
Massachusetts
$33M +$32.8M +270,000 New
MSA
290
Mason Street Advisors
Wisconsin
$32.9M +$153K +1,258 +0.5%
DIA
291
Davidson Investment Advisors
Montana
$32.6M +$49.1K +405 +0.2%
SIA
292
Sit Investment Associates
Minnesota
$32.4M +$11.5M +95,041 +56%
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$32.3M +$374K +3,080 +1%
HI
294
Honeywell International
North Carolina
$32.1M -$60.7K -500 -0.2%
DnB Asset Management
295
DnB Asset Management
Norway
$32M +$996K +8,209 +3%
NAM
296
Nissay Asset Management
Japan
$31.9M +$555K +4,571 +2%
MPI
297
Mairs & Power Inc
Minnesota
$31.9M -$2.34M -19,285 -7%
FIM
298
Foresters Investment Management
New York
$31.8M +$13.3M +109,400 +73%
FP
299
Foundry Partners
Minnesota
$31.8M +$4.89M +40,336 +18%
Cambridge Investment Research Advisors
300
Cambridge Investment Research Advisors
Iowa
$31.6M -$548K -4,514 -2%

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.