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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
LC
551
Lourd Capital
California
$9.75M +$946K +7,977 +11%
CB
552
Chemical Bank
Michigan
$9.75M +$18.6K +157 +0.2%
CA
553
Cullinan Associates
Kentucky
$9.74M -$1.42M -12,000 -13%
OWD
554
Osborn Williams & Donohoe
Ohio
$9.69M +$18.6K +157 +0.2%
FAAS
555
First Allied Advisory Services
California
$9.68M +$168K +1,414 +2%
TU
556
TDAM USA
Ontario, Canada
$9.67M -$725K -6,113 -7%
SGAM
557
Steinberg Global Asset Management
Florida
$9.67M -$196K -1,652 -2%
BRCM
558
Bright Rock Capital Management
Massachusetts
$9.64M -$830K -7,000 -8%
GP
559
Greenline Partners
New York
$9.61M +$9.11M +76,788 New
MC
560
Moors & Cabot
Massachusetts
$9.55M +$338K +2,852 +4%
Balyasny Asset Management
561
Balyasny Asset Management
Illinois
$9.51M -$5.45M -45,940 -38%
SFM
562
Systematic Financial Management
New Jersey
$9.49M +$1.59M +13,446 +22%
LMGAM
563
Liberty Mutual Group Asset Management
Massachusetts
$9.46M -$351K -2,960 -4%
AT
564
Argent Trust
Texas
$9.44M -$213K -1,793 -2%
CA
565
Callahan Advisors
Texas
$9.4M -$59.9K -505 -0.7%
FMII
566
Farmers & Merchants Investments Inc
Nebraska
$9.4M +$168K +1,417 +2%
SDJVC
567
St. Denis J. Villere & Co
Louisiana
$9.38M +$2.17M +18,285 +32%
ECM
568
Estabrook Capital Management
New York
$9.35M -$254K -2,139 -3%
GI
569
Gradient Investments
Minnesota
$9.32M +$447K +3,773 +5%
MERSOM
570
Municipal Employees' Retirement System of Michigan
Michigan
$9.3M
GWM
571
Geneos Wealth Management
Colorado
$9.29M -$235K -1,982 -3%
MIM
572
Montgomery Investment Management
Maryland
$9.28M -$43.3K -365 -0.5%
CT
573
Cambridge Trust
Massachusetts
$9.25M +$154K +1,298 +2%
AIL
574
AGF Investments LLC
Ontario, Canada
$9.2M +$1.61M +13,590 +23%
TTWM
575
TCV Trust & Wealth Management
Virginia
$9.18M -$115K -969 -1%

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.