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Chevron

2,211 hedge funds and large institutions have $143B invested in Chevron in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 910 increasing their positions, 964 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

0% more funds holding

Funds holding: 2,2062,211 (+5)

0.16% more ownership

Funds ownership: 65.53%65.69% (+0.16%)

6% less repeat investments, than reductions

Existing positions increased: 910 | Existing positions reduced: 964

8% less capital invested

Capital invested by funds: $156B → $143B (-$12.7B)

18% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $1.77B

24% less funds holding in top 10

Funds holding in top 10: 205156 (-49)

Holders
2,211
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
50.68%
Holding in Top 10
156
Holding in Top 10 Change
-49
Holding in Top 10 Change %
-23.9%
% of All Funds
3.58%
New
110
Increased
910
Reduced
964
Closed
79
Calls
$1.44B
Puts
$1.77B
Net Calls
-$322M
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
401
Affinity Investment Advisors
California
$16.4M -$238K -1,991 -1%
GMI
402
Greystone Managed Investments
Saskatchewan, Canada
$16.4M +$313K +2,618 +2%
ABTD
403
Arvest Bank Trust Division
Oklahoma
$16.3M -$153K -1,281 -0.9%
SFM
404
Stack Financial Management
Montana
$16.3M -$250K -2,092 -1%
TCM
405
Twin Capital Management
Pennsylvania
$16.2M -$6.71M -56,150 -28%
HIMC
406
Heritage Investors Management Corp
Maryland
$16.1M -$276K -2,309 -2%
HCMNY
407
Howard Capital Management (New York)
New York
$16M +$250K +2,092 +2%
CIP
408
Chartwell Investment Partners
Pennsylvania
$16M +$393K +3,290 +2%
MBTD
409
Mechanics Bank - Trust Department
California
$16M +$3.12M +26,085 +23%
ISL
410
Ingalls & Snyder LLC
New York
$15.9M -$339K -2,839 -2%
IA
411
Icon Advisers
Colorado
$15.9M
Mirae Asset Global Investments
412
Mirae Asset Global Investments
South Korea
$15.8M +$1.56M +13,066 +10%
CA
413
Crewe Advisors
Utah
$15.8M +$2.34M +19,608 +16%
CTI
414
Community Trust & Investment
Kentucky
$15.7M +$515K +4,307 +3%
LIA
415
LS Investment Advisors
Michigan
$15.7M -$80.9K -677 -0.5%
WTC
416
WhitTier Trust Company
Nevada
$15.7M +$46.5K +389 +0.3%
GIA
417
Guyasuta Investment Advisors
Pennsylvania
$15.6M +$12.9M +107,731 +367%
QIM
418
Quantitative Investment Management
Virginia
$15.6M +$16.4M +137,100 New
SGAM
419
Smith Group Asset Management
Texas
$15.5M -$453K -3,788 -3%
FIM
420
Foresters Investment Management
New York
$15.5M -$3.19M -26,660 -16%
Susquehanna International Group
421
Susquehanna International Group
Pennsylvania
$15.5M +$16M +134,169 +7,400%
SPC
422
Stewart & Patten Company
California
$15.5M -$517K -4,321 -3%
HCMT
423
Highland Capital Management (Tennessee)
Tennessee
$15.2M +$1.31M +10,919 +9%
CTB
424
Country Trust Bank
Illinois
$15.2M -$2.75M -23,009 -15%
SIM
425
Sentry Investment Management
Wisconsin
$15.2M -$1.82M -15,184 -10%

CVX Hedge Fund Activity: Q1 2018 in Review

2,211 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2018, worth a combined $143B — down 8.1% from $156B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new CVX positions and 79 closed out — a net gain of 31 holders — while 910 added to existing stakes and 964 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $731M. The largest seller was State Street, cutting an estimated $480M.

  • 2,211 institutional investors held Chevron (CVX) as of Q1 2018, up from 2,206 in Q4 2017.
  • Funds reported $143B of Chevron stock for Q1 2018, down 8.1% quarter-over-quarter.
  • 110 funds opened new Chevron positions in Q1 2018 and 79 closed out, a net change of +31 holders.
  • The largest Chevron buyer in Q1 2018 was Deutsche Bank, an estimated $731M added.
  • The largest Chevron seller in Q1 2018 was State Street, an estimated $480M sold.

Based on aggregated 13F filings for Q1 2018.