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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
GT
351
Glenview Trust
Kentucky
$23.5M +$116K +979 +0.5%
AAM
352
Ardevora Asset Management
United Kingdom
$23.3M -$414K -3,500 -2%
WHRC
353
W.H. Reaves & Co
New Jersey
$23.2M -$6.62M -55,927 -23%
SYBT
354
Stock Yards Bank & Trust
Kentucky
$23.2M +$168K +1,422 +0.8%
HPC
355
HM Payson & Co
Maine
$23.2M +$22.1M +186,461 +12,531%
Jacobs Levy Equity Management
356
Jacobs Levy Equity Management
New Jersey
$23M +$15.5M +131,320 +236%
WBC
357
Westpac Banking Corp
Australia
$22.9M -$1.46M -12,330 -6%
FRM
358
Foundation Resource Management
Arkansas
$22.8M -$744K -6,286 -3%
ACM
359
Argent Capital Management
Missouri
$22.7M +$883K +7,465 +4%
SEIA
360
Signature Estate & Investment Advisors
California
$22.7M +$20.6M +173,828 +1,684%
BFM
361
Boston Financial Management
Massachusetts
$22.6M +$218K +1,841 +1%
SCM
362
Sterling Capital Management
North Carolina
$22.5M -$180K -1,524 -0.8%
BTW
363
Boston Trust Walden
Massachusetts
$22.2M +$34.4K +291 +0.2%
SDIC
364
South Dakota Investment Council
South Dakota
$21.9M +$3.06M +25,899 +17%
PP
365
Palladium Partners
Virginia
$21.7M -$283K -2,393 -1%
FP
366
Foundry Partners
Minnesota
$21.2M -$6.96M -58,800 -25%
RT
367
Rockland Trust
Massachusetts
$21.2M +$400K +3,380 +2%
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$21.2M +$1.12M +9,463 +6%
AIM
369
Achmea Investment Management
Netherlands
$20.7M +$4.88M +41,257 +32%
DADC
370
D.A. Davidson & Co
Montana
$20.6M +$828K +6,998 +4%
MML Investors Services
371
MML Investors Services
Massachusetts
$20.5M -$506K -4,277 -3%
CEP
372
Chicago Equity Partners
Illinois
$20.3M +$1.53M +12,905 +8%
OC
373
Oppenheimer & Co
New York
$20.2M -$849K -7,177 -4%
RJT
374
Raymond James Trust
Florida
$20.1M -$69.4K -587 -0.4%
Point72 Asset Management
375
Point72 Asset Management
Connecticut
$20M +$13.3M +112,500 +225%

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.