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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
SOADOR
326
State of Alaska Department of Revenue
Alaska
$26.5M +$18.7M +158,096 +297%
AssetMark Inc
327
AssetMark Inc
California
$26.1M +$732K +6,177 +3%
BHC
328
Bowen Hanes & Co
Florida
$26.1M +$11.9K +100 +0%
WJA
329
Williams Jones & Associates
New York
$26M +$739K +6,232 +3%
TRSOTSOK
330
Teachers Retirement System of the State of Kentucky
Kentucky
$26M -$148K -1,250 -0.6%
V
331
Veritable
Delaware
$25.7M -$3.69M -31,152 -13%
NAMA
332
Nikko Asset Management Americas
New York
$25.4M -$1.16M -9,800 -5%
BS
333
Banco Santander
Spain
$25.4M -$883K -7,445 -4%
SCM
334
Stumpf Capital Management
Arizona
$25.3M +$24M +202,396 New
FT
335
Fiduciary Trust
Massachusetts
$25.2M +$784K +6,610 +3%
SMDAM
336
Sumitomo Mitsui DS Asset Management
Japan
$25.1M -$1.02M -8,604 -4%
PHAM
337
Pacific Heights Asset Management
California
$25M
LCM
338
Logan Capital Management
Pennsylvania
$25M -$1.21M -10,219 -5%
CFC
339
Cincinnati Financial Corp
Ohio
$24.9M
TCM
340
Twin Capital Management
Pennsylvania
$24.9M +$1.46M +12,330 +7%
SF
341
Synovus Financial
Georgia
$24.8M +$251K +2,115 +1%
NAM
342
NorthCoast Asset Management
Connecticut
$24.6M +$8.83M +74,445 +61%
CTC
343
Central Trust Company
Missouri
$24.5M +$200K +1,689 +0.9%
SI
344
Stephens Inc
Arkansas
$24.5M +$635K +5,352 +3%
BF
345
BOK Financial
Oklahoma
$24.4M +$1.41M +11,919 +7%
OTPPB
346
Ontario Teachers' Pension Plan Board
Ontario, Canada
$24.1M +$373K +3,143 +2%
AIS
347
American Investment Services
Massachusetts
$24M -$1.85M -15,586 -8%
SAM
348
Securian Asset Management
Minnesota
$24M +$35.9K +303 +0.2%
HEIP
349
Hudson Edge Investment Partners
New Jersey
$23.9M -$545K -4,600 -2%
FNBOO
350
First National Bank of Omaha
Nebraska
$23.7M +$474K +4,000 +2%

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.