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Chevron

2,211 hedge funds and large institutions have $143B invested in Chevron in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 910 increasing their positions, 964 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

0% more funds holding

Funds holding: 2,2062,211 (+5)

0.16% more ownership

Funds ownership: 65.53%65.69% (+0.16%)

6% less repeat investments, than reductions

Existing positions increased: 910 | Existing positions reduced: 964

8% less capital invested

Capital invested by funds: $156B → $143B (-$12.7B)

18% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $1.77B

24% less funds holding in top 10

Funds holding in top 10: 205156 (-49)

Holders
2,211
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
50.68%
Holding in Top 10
156
Holding in Top 10 Change
-49
Holding in Top 10 Change %
-23.9%
% of All Funds
3.58%
New
110
Increased
910
Reduced
964
Closed
79
Calls
$1.44B
Puts
$1.77B
Net Calls
-$322M
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
551
Chemical Bank
Michigan
$8.93M +$52.8K +442 +0.6%
PA
552
Pinnacle Associates
New York
$8.92M -$518K -4,331 -5%
JC
553
Jacobs & Co
California
$8.91M -$97.9K -819 -1%
TTWM
554
TCV Trust & Wealth Management
Virginia
$8.87M +$535K +4,472 +6%
HCM
555
Howland Capital Management
Massachusetts
$8.85M -$94.9K -794 -1%
OWD
556
Osborn Williams & Donohoe
Ohio
$8.83M +$6.93K +58 +0.1%
SSB
557
Sandy Spring Bank
Maryland
$8.79M +$611K +5,113 +7%
BDS
558
Banco de Sabadell
Florida
$8.78M -$7.27M -60,838 -44%
BRCM
559
Bright Rock Capital Management
Massachusetts
$8.78M
DP
560
Dearborn Partners
Illinois
$8.74M -$151K -1,263 -2%
AT
561
Argent Trust
Texas
$8.71M +$121K +1,010 +1%
M
562
MOTCO
Texas
$8.65M +$324K +2,714 +4%
LMGAM
563
Liberty Mutual Group Asset Management
Massachusetts
$8.61M
SFM
564
Systematic Financial Management
New Jersey
$8.6M -$54.2K -453 -0.6%
MERSOM
565
Municipal Employees' Retirement System of Michigan
Michigan
$8.6M +$131K +1,100 +1%
GAM
566
Guinness Asset Management
United Kingdom
$8.56M -$765K -6,400 -8%
CA
567
Callahan Advisors
Texas
$8.51M -$59.3K -496 -0.7%
SGAM
568
Steinberg Global Asset Management
Florida
$8.48M -$336K -2,808 -4%
MIA
569
MainStreet Investment Advisors
Illinois
$8.48M +$205K +1,716 +2%
MIM
570
Montgomery Investment Management
Maryland
$8.45M
CT
571
Cambridge Trust
Massachusetts
$8.39M -$37.9K -317 -0.4%
FMBTD
572
First Midwest Bank Trust Division
Illinois
$8.39M -$2.01M -16,829 -19%
RIG
573
Roosevelt Investment Group
New York
$8.37M +$1.57M +13,097 +22%
TCM
574
Tufton Capital Management
Maryland
$8.33M +$485K +4,056 +6%
Pacer Advisors
575
Pacer Advisors
Pennsylvania
$8.33M +$1.49M +12,474 +21%

CVX Hedge Fund Activity: Q1 2018 in Review

2,211 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2018, worth a combined $143B — down 8.1% from $156B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new CVX positions and 79 closed out — a net gain of 31 holders — while 910 added to existing stakes and 964 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $731M. The largest seller was State Street, cutting an estimated $480M.

  • 2,211 institutional investors held Chevron (CVX) as of Q1 2018, up from 2,206 in Q4 2017.
  • Funds reported $143B of Chevron stock for Q1 2018, down 8.1% quarter-over-quarter.
  • 110 funds opened new Chevron positions in Q1 2018 and 79 closed out, a net change of +31 holders.
  • The largest Chevron buyer in Q1 2018 was Deutsche Bank, an estimated $731M added.
  • The largest Chevron seller in Q1 2018 was State Street, an estimated $480M sold.

Based on aggregated 13F filings for Q1 2018.