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Chevron

2,397 hedge funds and large institutions have $156B invested in Chevron in 2019 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,037 increasing their positions, 948 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 72

30% more call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.25B

18% more funds holding in top 10

Funds holding in top 10: 155183 (+28)

15% more capital invested

Capital invested by funds: $136B → $156B (+$19.9B)

3% more funds holding

Funds holding: 2,3322,397 (+65)

9% more repeat investments, than reductions

Existing positions increased: 1,037 | Existing positions reduced: 948

0.93% more ownership

Funds ownership: 65.95%66.88% (+0.93%)

Holders
2,397
Holders Change
+65
Holders Change %
+2.79%
% of All Funds
51.87%
Holding in Top 10
183
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+18.06%
% of All Funds
3.96%
New
164
Increased
1,037
Reduced
948
Closed
72
Calls
$1.63B
Puts
$1.25B
Net Calls
+$374M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
326
Insight Wealth Strategies
California
$26.9M -$1.91M -16,115 -7%
SF
327
Synovus Financial
Georgia
$26.7M +$325K +2,749 +1%
SMDAM
328
Sumitomo Mitsui DS Asset Management
Japan
$26.4M +$587K +4,961 +2%
NAM
329
NorthCoast Asset Management
Connecticut
$26.3M -$9.61M -81,204 -28%
ABC
330
Associated Banc-Corp
Wisconsin
$26.1M -$330K -2,787 -1%
IA
331
Icon Advisers
Colorado
$26M -$1.55M -13,100 -6%
CC
332
Carlson Capital
Texas
$25.9M -$3.96M -33,500 -14%
RIA
333
RPG Investment Advisory
California
$25.8M -$1.65M -13,916 -6%
RPC
334
Rossmore Private Capital
Connecticut
$25.8M +$57.3K +484 +0.2%
EWM
335
Evercore Wealth Management
New York
$25.8M +$1.73M +14,638 +8%
CTA
336
Carillon Tower Advisers
Florida
$25.7M +$2.98M +25,193 +14%
FT
337
Fiduciary Trust
Massachusetts
$25.6M -$330K -2,787 -1%
B
338
Barings
North Carolina
$25.3M +$1.29M +10,871 +6%
WFMPM
339
Woodley Farra Manion Portfolio Management
Indiana
$25.3M +$132K +1,112 +0.5%
AIM
340
Avity Investment Management
Connecticut
$25.1M +$1.06M +8,973 +5%
CTC
341
Central Trust Company
Missouri
$24.9M +$321K +2,712 +1%
Capital Fund Management (CFM)
342
Capital Fund Management (CFM)
France
$24.8M +$23.8M +200,976 New
SI
343
Stephens Inc
Arkansas
$24.8M +$1.41M +11,907 +6%
CFC
344
Cincinnati Financial Corp
Ohio
$24.5M
B
345
BP
United Kingdom
$24.5M
V
346
Veritable
Delaware
$24.2M +$511K +4,321 +2%
SAM
347
Securian Asset Management
Minnesota
$24M +$111K +938 +0.5%
FNBOO
348
First National Bank of Omaha
Nebraska
$23.9M +$331K +2,798 +1%
BAPIM
349
British Airways Pensions Investment Management
United Kingdom
$23.6M +$7.96M +67,298 +54%
MPMG
350
Minneapolis Portfolio Management Group
Minnesota
$23.6M -$2.76M -23,302 -11%

CVX Hedge Fund Activity: Q1 2019 in Review

2,397 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2019, worth a combined $156B — up 15% from $136B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new CVX positions and 72 closed out — a net gain of 92 holders — while 1,037 added to existing stakes and 948 trimmed.

The largest buyer was Barclays, adding an estimated $295M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 2,397 institutional investors held Chevron (CVX) as of Q1 2019, up from 2,332 in Q4 2018.
  • Funds reported $156B of Chevron stock for Q1 2019, up 15% quarter-over-quarter.
  • 164 funds opened new Chevron positions in Q1 2019 and 72 closed out, a net change of +92 holders.
  • The largest Chevron buyer in Q1 2019 was Barclays, an estimated $295M added.
  • The largest Chevron seller in Q1 2019 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2019.