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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
Capital International Investors
26
Capital International Investors
California
$1.06B -$112M -933,476 -9%
Charles Schwab
27
Charles Schwab
California
$995M +$32.9M +275,289 +3%
AllianceBernstein
28
AllianceBernstein
Tennessee
$928M +$342M +2,863,912 +54%
Barrow, Hanley, Mewhinney & Strauss
29
Barrow, Hanley, Mewhinney & Strauss
Texas
$870M +$3.71M +31,022 +0.4%
UBS AM
30
UBS AM
Illinois
$869M +$43.4M +363,062 +5%
Boston Partners
31
Boston Partners
Massachusetts
$853M +$21M +175,360 +2%
TCIM
32
TIAA CREF Investment Management
New York
$853M -$27.4M -229,041 -3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$752M -$20.8M -173,972 -3%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$720M -$7.17M -59,994 -0.9%
Federated Hermes
35
Federated Hermes
Pennsylvania
$715M -$5.46M -45,653 -0.7%
Macquarie Group
36
Macquarie Group
Australia
$704M +$10.2M +85,551 +1%
Swiss National Bank
37
Swiss National Bank
Switzerland
$700M -$107M -892,000 -13%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$661M -$10.4M -86,839 -1%
American Century Companies
39
American Century Companies
Missouri
$660M +$106M +886,305 +18%
PPA
40
Parametric Portfolio Associates
Washington
$631M -$1.28M -10,666 -0.2%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$614M -$41.3M -345,091 -6%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$595M -$17.5M -146,100 -3%
Fayez Sarofim & Co
43
Fayez Sarofim & Co
Texas
$593M -$4.52M -37,844 -0.7%
LSV Asset Management
44
LSV Asset Management
Illinois
$565M +$7.87M +65,832 +1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$562M -$17.5M -146,789 -3%
AIG
46
American International Group
New York
$552M -$5.04M -42,143 -0.9%
Principal Financial Group
47
Principal Financial Group
Iowa
$542M -$19.4M -161,971 -3%
TA
48
Teachers Advisors
New York
$528M +$2.99M +24,981 +0.5%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$488M -$29.8M -248,953 -6%
Fisher Asset Management
50
Fisher Asset Management
Washington
$482M +$22.8M +191,111 +5%

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.