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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
SCM
526
Schnieders Capital Management
California
$10.7M +$2.13K +18 +0%
FAB
527
First American Bank
Illinois
$10.6M +$261K +2,197 +3%
PMAM
528
Picton Mahoney Asset Management
Ontario, Canada
$10.5M +$23.7K +200 +0.2%
PP
529
Paloma Partners
Connecticut
$10.4M +$7.03M +59,249 +247%
SCM
530
Stonebridge Capital Management
California
$10.4M -$1.12M -9,414 -11%
W
531
Wealthfront
California
$10.3M +$1.86M +15,660 +23%
PA
532
Pinnacle Associates
New York
$10.3M -$148K -1,245 -1%
IA
533
IFP Advisors
Florida
$10.3M -$7.05M -59,473 -42%
AC
534
Athanor Capital
New York
$10.3M +$9.72M +82,000 New
GCAC
535
Guardian Capital Advisors (Canada)
Ontario, Canada
$10.3M +$176K +1,487 +2%
GW
536
GW & Wade
Massachusetts
$10.2M +$93.6K +789 +1%
GAM
537
Guinness Asset Management
United Kingdom
$10.2M -$2.15M -18,100 -18%
FBP
538
Flippin Bruce & Porter
Virginia
$10.2M -$181K -1,528 -2%
BCM
539
BlueCrest Capital Management
Jersey
$10.2M +$9.63M +81,248 New
SEC
540
Seven Eight Capital
New York
$10.2M +$6.59M +55,600 +218%
AAIM
541
American Assets Investment Management
California
$10.1M +$2.08M +17,500 +28%
GIM
542
Grassi Investment Management
California
$10.1M +$301K +2,542 +3%
FSA
543
Franklin Street Advisors
North Carolina
$10M +$138K +1,164 +1%
CCMD
544
Cypress Capital Management (Delaware)
Delaware
$9.96M +$4.15M +34,996 +79%
MIAN
545
Mariner Independent Advisor Network
Kansas
$9.89M +$9.37M +79,032 New
JC
546
Jacobs & Co
California
$9.84M -$109K -920 -1%
HCM
547
Howland Capital Management
Massachusetts
$9.81M -$484K -4,080 -5%
AAA
548
Adams Asset Advisors
Texas
$9.79M -$308K -2,597 -3%
DP
549
Dearborn Partners
Illinois
$9.76M -$23.3M -196,492 -72%
EGA
550
Eagle Global Advisors
Texas
$9.76M +$1.9M +15,986 +26%

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.