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Chevron

2,238 hedge funds and large institutions have $154B invested in Chevron in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 931 increasing their positions, 939 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 75

0.5% less ownership

Funds ownership: 66.18%65.68% (-0.5%)

1% less funds holding

Funds holding: 2,2512,238 (-13)

1% less repeat investments, than reductions

Existing positions increased: 931 | Existing positions reduced: 939

4% less capital invested

Capital invested by funds: $160B → $154B (-$5.7B)

4% less call options, than puts

Call options by funds: $1.54B | Put options by funds: $1.61B

36% less funds holding in top 10

Funds holding in top 10: 217139 (-78)

Holders
2,238
Holders Change
-13
Holders Change %
-0.58%
% of All Funds
51.15%
Holding in Top 10
139
Holding in Top 10 Change
-78
Holding in Top 10 Change %
-35.94%
% of All Funds
3.18%
New
82
Increased
931
Reduced
939
Closed
75
Calls
$1.54B
Puts
$1.61B
Net Calls
-$68.2M
Net Calls Change
-$266M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
476
Loomis, Sayles & Company
Massachusetts
$13.9M -$30.1M -248,329 -69%
GAM
477
Griffin Asset Management
New York
$13.9M +$142K +1,171 +1%
FNF
478
Fidelity National Financial
Florida
$13.8M
LSERS
479
Louisiana State Employees Retirement System
Louisiana
$13.7M -$48.5K -400 -0.4%
CC
480
Cannell & Co
New York
$13.6M +$1.91M +15,705 +16%
QI
481
QV Investors
Alberta, Canada
$13.6M -$12.9M -106,720 -49%
FBA
482
Front Barnett Associates
Illinois
$13.6M +$297K +2,451 +2%
SEC
483
Seven Eight Capital
New York
$13.6M +$13.4M +110,808 New
RG
484
Rathbones Group
United Kingdom
$13.5M +$3.25M +26,788 +32%
BHWM
485
Bar Harbor Wealth Management
New Hampshire
$13.5M -$89.8K -740 -0.7%
DBT
486
Dubuque Bank & Trust
Iowa
$13.5M +$376K +3,100 +3%
BA
487
Boston Advisors
Massachusetts
$13.4M -$28.9K -238 -0.2%
RW
488
Rand Wealth
Maryland
$13.2M -$3.66M -30,205 -22%
EIP
489
Epoch Investment Partners
New York
$13.1M +$13M +107,345 New
ACM
490
Arosa Capital Management
Florida
$13M +$2.81M +23,198 +28%
Daiwa Securities Group
491
Daiwa Securities Group
Japan
$12.9M +$788K +6,497 +7%
PTC
492
Philadelphia Trust Company
Pennsylvania
$12.8M -$331K -2,732 -3%
CA
493
Cullinan Associates
Kentucky
$12.7M +$278K +2,290 +2%
SHCM
494
Stokes & Hubbell Capital Management
Louisiana
$12.6M -$467K -3,852 -4%
KFC
495
Klingenstein Fields & Co
New York
$12.5M -$103K -852 -0.8%
BPB
496
Badgley, Phelps & Bell
Washington
$12.5M +$291K +2,398 +2%
PI
497
Putnam Investments
Massachusetts
$12.5M -$228K -1,880 -2%
FMLI
498
Fukoku Mutual Life Insurance
Japan
$12.4M +$510K +4,200 +4%
AIL
499
AGF Investments LLC
Ontario, Canada
$12.3M +$5.4M +44,535 +79%
II
500
IFM Investors
Australia
$12.3M +$1.75M +14,425 +17%

CVX Hedge Fund Activity: Q3 2018 in Review

2,238 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2018, worth a combined $154B — down 3.6% from $160B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new CVX positions and 75 closed out — a net gain of 7 holders — while 931 added to existing stakes and 939 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.76B. The largest seller was Capital World Investors, cutting an estimated $1.76B.

  • 2,238 institutional investors held Chevron (CVX) as of Q3 2018, down from 2,251 in Q2 2018.
  • Funds reported $154B of Chevron stock for Q3 2018, down 3.6% quarter-over-quarter.
  • 82 funds opened new Chevron positions in Q3 2018 and 75 closed out, a net change of +7 holders.
  • The largest Chevron buyer in Q3 2018 was Capital International Investors, an estimated $1.76B added.
  • The largest Chevron seller in Q3 2018 was Capital World Investors, an estimated $1.76B sold.

Based on aggregated 13F filings for Q3 2018.