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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
MAA
426
Matrix Asset Advisors
New York
$16.2M -$1.93M -16,249 -11%
QAM
427
QCI Asset Management
New York
$16.2M +$156K +1,314 +1%
RIM
428
Redpoint Investment Management
Australia
$16M +$15.2M +128,165 New
ACM
429
Azimuth Capital Management
Michigan
$16M -$274K -2,314 -2%
GHA
430
GW Henssler & Associates
Georgia
$15.9M -$73.4K -619 -0.5%
LBC
431
Lowe Brockenbrough & Co
Virginia
$15.9M -$73.8K -622 -0.5%
WT
432
Washington Trust
Rhode Island
$15.8M +$491K +4,137 +3%
Mirae Asset Global Investments
433
Mirae Asset Global Investments
South Korea
$15.7M -$890K -7,509 -6%
PC
434
Precocity Capital
Connecticut
$15.6M +$14.8M +125,000 New
Voloridge Investment Management
435
Voloridge Investment Management
Florida
$15.6M +$14.1M +119,096 +2,125%
CA
436
Commerzbank Aktiengesellschaft
Germany
$15.6M +$4.66M +39,274 +46%
NI
437
Numeric Investors
Massachusetts
$15.4M +$6.01M +50,650 +70%
ACP
438
Ashfield Capital Partners
California
$15.4M +$351K +2,959 +2%
PTC
439
Philadelphia Trust Company
Pennsylvania
$15.4M -$265K -2,236 -2%
HCMT
440
Highland Capital Management (Tennessee)
Tennessee
$15.4M -$187K -1,573 -1%
BB
441
Busey Bank
Illinois
$15.3M +$58.2K +491 +0.4%
WCM
442
Wedge Capital Management
North Carolina
$15.3M -$449K -3,788 -3%
WBC
443
Westpac Banking Corp
Australia
$15.2M -$368K -3,102 -2%
BA
444
Boston Advisors
Massachusetts
$15.2M -$329K -2,773 -2%
FNT
445
First National Trust
Pennsylvania
$15.2M +$1.02M +8,613 +8%
CEP
446
Chicago Equity Partners
Illinois
$15.1M -$733K -6,180 -5%
AAM
447
AR Asset Management
California
$14.9M -$41.3K -348 -0.3%
CA
448
Crewe Advisors
Utah
$14.9M +$14.1M +119,041 New
CCM
449
Cadence Capital Management
Massachusetts
$14.9M -$1.03M -8,724 -7%
CRC
450
Curi RMB Capital
Illinois
$14.9M -$62.1K -524 -0.4%

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.