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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
FPCM
501
Financial Partners Capital Management
New York
$11.7M -$52.2K -440 -0.5%
GD
502
Grandfield & Dodd
New York
$11.7M +$109K +918 +1%
CC
503
Courier Capital
New York
$11.7M -$192K -1,617 -2%
CAM
504
Carret Asset Management
New York
$11.7M -$159K -1,344 -1%
CIC
505
Cutler Investment Counsel
Oregon
$11.7M -$1.18M -9,939 -10%
TBA
506
Tower Bridge Advisors
Pennsylvania
$11.6M +$193K +1,625 +2%
CS
507
Candriam SCA
Luxembourg
$11.6M -$6.63M -55,950 -38%
AMI
508
Amica Mutual Insurance
Rhode Island
$11.5M +$5.45M +45,988 +100%
DWA
509
Douglass Winthrop Advisors
New York
$11.4M -$432K -3,641 -4%
FMBTD
510
First Midwest Bank Trust Division
Illinois
$11.3M -$36.9K -311 -0.3%
PFPT
511
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.3M +$744K +6,276 +7%
FBB
512
Fulton Breakefield Broenniman
Maryland
$11.3M -$57.5K -485 -0.5%
CDH
513
Charles D. Hyman
$11.2M +$510K +4,301 +5%
RC
514
RegentAtlantic Capital
New Jersey
$11.1M -$369K -3,112 -3%
BCM
515
BTC Capital Management
Iowa
$11.1M +$87K +734 +0.8%
Skandinaviska Enskilda Banken (SEB)
516
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.1M -$557K -4,700 -5%
VV
517
Verity & Verity
South Carolina
$11M +$294K +2,479 +3%
PCM
518
Parsons Capital Management
Rhode Island
$11M +$177K +1,495 +2%
SCI
519
SkyBridge Capital II
New York
$10.9M -$2.14M -18,086 -17%
LRPA
520
L. Roy Papp & Associates
Arizona
$10.9M -$48.6K -410 -0.5%
NRS
521
Neville Rodie & Shaw
New York
$10.8M -$97.8K -825 -0.9%
CCT
522
Country Club Trust
Missouri
$10.8M -$114K -961 -1%
WP
523
WMS Partners
Maryland
$10.8M -$43K -363 -0.4%
KFC
524
Klingenstein Fields & Co
New York
$10.8M +$114K +961 +1%
GL
525
GLG LLC
New York
$10.7M

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.