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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
GHCM
326
Glen Harbor Capital Management
California
$27.8M +$563K +4,640 +2%
Truist Financial
327
Truist Financial
North Carolina
$27.6M -$492K -4,052 -2%
AB
328
Amalgamated Bank
New York
$27.5M -$685K -5,644 -2%
ABC
329
Associated Banc-Corp
Wisconsin
$27.4M +$1.61M +13,242 +6%
BIP
330
Brandes Investment Partners
California
$27.2M -$145K -1,197 -0.5%
FMW
331
Farr Miller & Washington
District of Columbia
$27.2M +$46K +379 +0.2%
VDI
332
Vaughan David Investments
Illinois
$26.9M +$205K +1,686 +0.8%
AssetMark Inc
333
AssetMark Inc
California
$26.1M +$403K +3,324 +2%
NAM
334
NorthCoast Asset Management
Connecticut
$25.9M -$6.05M -49,883 -19%
COPPSERS
335
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$25.8M -$4.98M -41,039 -16%
AA
336
ALPS Advisors
Colorado
$25.7M +$1.37M +11,259 +6%
FT
337
Fiduciary Trust
Massachusetts
$25.7M -$46.1K -380 -0.2%
SF
338
Synovus Financial
Georgia
$25.6M +$831K +6,849 +3%
WFMPM
339
Woodley Farra Manion Portfolio Management
Indiana
$25.5M -$217K -1,788 -0.8%
SMDAM
340
Sumitomo Mitsui DS Asset Management
Japan
$25.2M +$63.9K +527 +0.3%
GFPC
341
Global Financial Private Capital
Florida
$25.1M -$4.81M -39,642 -16%
CEP
342
Chicago Equity Partners
Illinois
$24.8M -$897K -7,395 -4%
SW
343
SVB Wealth
Massachusetts
$24.8M -$585K -4,825 -2%
SCM
344
Stumpf Capital Management
Arizona
$24.7M
MPMG
345
Minneapolis Portfolio Management Group
Minnesota
$24.4M +$517K +4,263 +2%
MIFH
346
Migdal Insurance & Financial Holdings
Israel
$24.4M +$243 +2 +0%
CTC
347
Central Trust Company
Missouri
$24.4M +$20.5K +169 +0.1%
CFC
348
Cincinnati Financial Corp
Ohio
$24.3M
EWM
349
Evercore Wealth Management
New York
$24.2M +$202K +1,665 +0.8%
V
350
Veritable
Delaware
$23.8M -$179K -1,476 -0.8%

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.