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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
TCOV
476
Trust Company of Vermont
Vermont
$12.9M -$77.9K -657 -0.6%
MAM
477
Majedie Asset Management
United Kingdom
$12.8M -$1.38M -11,663 -10%
BC
478
Brinker Capital
Pennsylvania
$12.7M +$122K +1,033 +1%
MML Investors Services
479
MML Investors Services
Massachusetts
$12.7M +$596K +5,026 +5%
DnB Asset Management
480
DnB Asset Management
Norway
$12.7M +$1.46M +12,350 +14%
Daiwa Securities Group
481
Daiwa Securities Group
Japan
$12.6M +$2.97M +25,074 +33%
NB
482
NBT Bank
New York
$12.5M -$286K -2,410 -2%
GIM
483
Goelzer Investment Management
Indiana
$12.5M +$7K +59 +0.1%
SHCM
484
Stokes & Hubbell Capital Management
Louisiana
$12.5M -$271K -2,285 -2%
PAG
485
Private Advisor Group
New Jersey
$12.2M -$5.67M -47,810 -33%
KCM
486
Kanawha Capital Management
Virginia
$12.2M -$33.8K -285 -0.3%
CONA
487
Capital One National Association
New York
$12.2M -$525K -4,424 -4%
HAI
488
Hennessy Advisors Inc
California
$12.2M -$208K -1,750 -2%
SC
489
Stralem & Co
New York
$12.2M -$3.61M -30,450 -24%
AAF
490
Andra AP-fonden
Sweden
$12.2M +$1.61M +13,600 +16%
H
491
HoyleCohen
California
$12.2M +$11.5M +97,127 New
OAM
492
Oak Asset Management
California
$12.1M +$11.5M +96,925 New
FMLI
493
Fukoku Mutual Life Insurance
Japan
$12.1M
BPB
494
Badgley, Phelps & Bell
Washington
$12M +$356K +3,003 +3%
UBV
495
United Bank (Virginia)
Virginia
$12M +$7.21M +60,781 +173%
HC
496
Henshaw Capital
Massachusetts
$12M
BBHC
497
Brown Brothers Harriman & Co
New York
$11.9M -$99.4K -838 -0.9%
RBA
498
Richard Bernstein Advisors
New York
$11.9M +$1.03M +8,659 +10%
MA
499
Montag & Associates
Georgia
$11.9M +$3.05M +25,699 +37%
NIPH
500
NN Investment Partners Holdings
Netherlands
$11.8M -$185K -1,557 -2%

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.