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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
MSV
301
MN Services Vermogensbeheer
Netherlands
$30.8M -$2.08M -17,500 -6%
MSE
302
MUFG Securities EMEA
United Kingdom
$30.7M -$9.49M -80,000 -25%
CCMG
303
Clark Capital Management Group
Pennsylvania
$30.5M +$8.42M +71,001 +41%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$30.4M +$2.94M +24,806 +11%
Robeco Institutional Asset Management
305
Robeco Institutional Asset Management
Netherlands
$30.3M +$14.5M +122,561 +102%
Cambridge Investment Research Advisors
306
Cambridge Investment Research Advisors
Iowa
$30.2M +$775K +6,537 +3%
ZIC
307
ZWJ Investment Counsel
Georgia
$29.6M -$268K -2,260 -0.9%
COPPSERS
308
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$29.5M +$2.6M +21,900 +10%
MME
309
Meag Munich Ergo
Germany
$29.4M +$9.88M +83,334 +56%
NAM
310
Nissay Asset Management
Japan
$28.8M +$27.3M +230,301 New
DWM
311
Destination Wealth Management
California
$28.6M -$2.69M -22,674 -9%
CPSAC
312
Chas P. Smith & Associates (CPS)
Florida
$28.5M +$1.04M +8,777 +4%
VDI
313
Vaughan David Investments
Illinois
$28.3M +$285K +2,402 +1%
MIH
314
Madison Investment Holdings
Wisconsin
$28.2M -$762K -6,425 -3%
FMW
315
Farr Miller & Washington
District of Columbia
$28.2M -$44.8K -378 -0.2%
SW
316
SVB Wealth
Massachusetts
$28.2M +$320K +2,698 +1%
AB
317
Amalgamated Bank
New York
$28M +$2.51M +21,180 +10%
B
318
BP
United Kingdom
$28M +$593K +5,000 +2%
FTIOP
319
Fiduciary Trust International of Pennsylvania
Pennsylvania
$27.8M +$140K +1,183 +0.5%
WB
320
WesBanco Bank
West Virginia
$27.6M -$2.87M -24,217 -10%
Jacobs Levy Equity Management
321
Jacobs Levy Equity Management
New Jersey
$27.1M +$1.08M +9,100 +4%
Truist Financial
322
Truist Financial
North Carolina
$27.1M +$114K +959 +0.4%
TAF
323
Tredje AP-fonden
Sweden
$27M +$1.06M +8,920 +4%
ABC
324
Associated Banc-Corp
Wisconsin
$26.8M -$351K -2,963 -1%
Millennium Management
325
Millennium Management
New York
$26.6M +$17.2M +145,331 +215%

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.