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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
M
576
MOTCO
Texas
$9.15M -$432K -3,646 -5%
SLI
577
Sumitomo Life Insurance
Japan
$9.14M -$357K -3,013 -4%
SC
578
SouthState Corp
Florida
$9.13M +$1.11M +9,383 +15%
MIA
579
MainStreet Investment Advisors
Illinois
$9.09M +$8.61M +72,630 New
BBA
580
BLB&B Advisors
Pennsylvania
$9.07M -$76.6K -646 -0.9%
BCM
581
Brookmont Capital Management
Texas
$9.07M +$1.96M +16,547 +30%
CI
582
Cigna Investments
Connecticut
$9.03M -$279K -2,354 -3%
SSB
583
Sandy Spring Bank
Maryland
$9.01M +$80.3K +677 +1%
PP
584
Patten & Patten
Tennessee
$9M +$161K +1,360 +2%
ELC
585
Edgar Lomax Company
Virginia
$8.96M -$249K -2,100 -3%
CCT
586
Chemung Canal Trust
New York
$8.87M +$1.81M +15,285 +27%
CI
587
Conning Inc
Connecticut
$8.85M +$665K +5,611 +8%
KLWA
588
Kelly Lawrence W & Associates
California
$8.75M +$6.52K +55 +0.1%
BOH
589
Bank of Hawaii
Hawaii
$8.74M -$390K -3,287 -4%
AII
590
AGF Investments Inc
Ontario, Canada
$8.72M +$1.56M +13,138 +23%
CIC
591
Canal Insurance Company
South Carolina
$8.67M
TCM
592
Tufton Capital Management
Maryland
$8.64M -$73.8K -622 -0.9%
KB
593
Kimelman & Baird
New York
$8.62M +$6.17K +52 +0.1%
BFIC
594
Bedell Frazier Investment Counselling
California
$8.61M -$9.84K -83 -0.1%
SSWM
595
Smith Salley Wealth Management
North Carolina
$8.56M +$158K +1,331 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
596
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.55M -$20.9M -176,000 -72%
BMO
597
Beck Mack & Oliver
New York
$8.53M -$229K -1,928 -3%
APFBOT
598
Amica Pension Fund Board of Trustees
Rhode Island
$8.5M +$4.05M +34,190 +101%
MCM
599
Maple Capital Management
Vermont
$8.5M +$232K +1,954 +3%
FCBT
600
First Citizens Bank & Trust
North Carolina
$8.5M -$480K -4,048 -6%

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.