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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
AIA
401
Affinity Investment Advisors
California
$18.2M -$1.4M -11,778 -7%
BIM
402
Bridges Investment Management
Nebraska
$18.2M +$255K +2,153 +2%
SFM
403
Stack Financial Management
Montana
$18.1M -$413K -3,487 -2%
ABTD
404
Arvest Bank Trust Division
Oklahoma
$18.1M -$1.08M -9,129 -6%
HIMC
405
Heritage Investors Management Corp
Maryland
$18M +$8.78K +74 +0.1%
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$18M +$981K +8,272 +6%
JAM
407
Jupiter Asset Management
United Kingdom
$17.9M
ISL
408
Ingalls & Snyder LLC
New York
$17.9M -$560K -4,720 -3%
OC
409
Oppenheimer & Co
New York
$17.8M -$724K -6,102 -4%
GMI
410
Greystone Managed Investments
Saskatchewan, Canada
$17.7M +$169K +1,422 +1%
SPC
411
Stewart & Patten Company
California
$17.5M -$393K -3,316 -2%
IA
412
Icon Advisers
Colorado
$17.4M
HCMNY
413
Howard Capital Management (New York)
New York
$17.3M -$146K -1,232 -0.9%
LIA
414
LS Investment Advisors
Michigan
$17.3M -$146K -1,231 -0.9%
BDS
415
Banco de Sabadell
Florida
$17.3M +$16.3M +137,844 New
CIP
416
Chartwell Investment Partners
Pennsylvania
$17.2M +$517K +4,360 +3%
WTC
417
WhitTier Trust Company
Nevada
$17.1M +$280K +2,363 +2%
SGAM
418
Smith Group Asset Management
Texas
$17.1M +$704K +5,933 +5%
DADC
419
D.A. Davidson & Co
Montana
$16.9M +$631K +5,319 +4%
ONB
420
Old National Bancorp
Indiana
$16.8M -$854K -7,199 -5%
CTI
421
Community Trust & Investment
Kentucky
$16.7M -$20.9K -176 -0.1%
Wolverine Trading
422
Wolverine Trading
Illinois
$16.5M +$15.7M +131,985 New
FA
423
FDx Advisors
Illinois
$16.4M -$5.12M -43,167 -25%
DDPIC
424
Deroy & Devereaux Private Investment Counsel
Michigan
$16.3M +$144K +1,212 +0.9%
DWM
425
Doyle Wealth Management
Florida
$16.3M +$223K +1,879 +1%

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.