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Chevron

2,002 hedge funds and large institutions have $145B invested in Chevron in 2017 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 770 increasing their positions, 896 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 58

54% more funds holding in top 10

Funds holding in top 10: 112172 (+60)

15% more capital invested

Capital invested by funds: $126B → $145B (+$18.5B)

1.16% more ownership

Funds ownership: 63.86%65.03% (+1.2%)

1% more funds holding

Funds holding: 1,9822,002 (+20)

14% less repeat investments, than reductions

Existing positions increased: 770 | Existing positions reduced: 896

34% less call options, than puts

Call options by funds: $1.57B | Put options by funds: $2.38B

Holders
2,002
Holders Change
+20
Holders Change %
+1.01%
% of All Funds
49.9%
Holding in Top 10
172
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+53.57%
% of All Funds
4.29%
New
95
Increased
770
Reduced
896
Closed
58
Calls
$1.57B
Puts
$2.38B
Net Calls
-$813M
Net Calls Change
+$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$1.06B +$206M +1,884,320 +26%
Charles Schwab
27
Charles Schwab
California
$966M +$18.5M +169,578 +2%
TCIM
28
TIAA CREF Investment Management
New York
$946M +$26.4M +241,944 +3%
Barrow, Hanley, Mewhinney & Strauss
29
Barrow, Hanley, Mewhinney & Strauss
Texas
$897M +$69.7M +638,516 +9%
Swiss National Bank
30
Swiss National Bank
Switzerland
$825M +$7.42M +68,000 +1%
Federated Hermes
31
Federated Hermes
Pennsylvania
$809M +$34.5M +316,216 +5%
UBS AM
32
UBS AM
Illinois
$766M +$57.4M +525,717 +9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$765M -$11.9M -108,943 -2%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$755M +$3.99M +36,543 +0.6%
Macquarie Group
35
Macquarie Group
Australia
$742M -$94.8M -868,204 -12%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$682M -$6.23M -57,073 -1%
AllianceBernstein
37
AllianceBernstein
Tennessee
$655M +$70.5M +645,873 +13%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$638M +$251K +2,300 +0%
Fayez Sarofim & Co
39
Fayez Sarofim & Co
Texas
$638M -$4.08M -37,367 -0.7%
PPA
40
Parametric Portfolio Associates
Washington
$623M +$8.15M +74,650 +1%
American Century Companies
41
American Century Companies
Missouri
$599M -$16.5M -150,833 -3%
Principal Financial Group
42
Principal Financial Group
Iowa
$594M -$38.9M -356,618 -7%
LSV Asset Management
43
LSV Asset Management
Illinois
$587M +$8.54M +78,200 +2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$586M +$25.6M +234,633 +5%
AIG
45
American International Group
New York
$579M -$7.81M -71,564 -1%
TA
46
Teachers Advisors
New York
$570M +$52.2M +477,847 +11%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$563M -$2.38M -21,833 -0.5%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$561M +$30.8M +282,008 +6%
Lord, Abbett & Co
49
Lord, Abbett & Co
New Jersey
$508M +$40.8M +374,032 +9%
CS
50
Credit Suisse
Switzerland
$499M +$5.76M +52,734 +1%

CVX Hedge Fund Activity: Q3 2017 in Review

2,002 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2017, worth a combined $145B — up 15% from $126B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new CVX positions and 58 closed out — a net gain of 37 holders — while 770 added to existing stakes and 896 trimmed.

The largest buyer was Bank of America, adding an estimated $538M. The largest seller was State Street, cutting an estimated $153M.

  • 2,002 institutional investors held Chevron (CVX) as of Q3 2017, up from 1,982 in Q2 2017.
  • Funds reported $145B of Chevron stock for Q3 2017, up 15% quarter-over-quarter.
  • 95 funds opened new Chevron positions in Q3 2017 and 58 closed out, a net change of +37 holders.
  • The largest Chevron buyer in Q3 2017 was Bank of America, an estimated $538M added.
  • The largest Chevron seller in Q3 2017 was State Street, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2017.