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Chevron

2,397 hedge funds and large institutions have $156B invested in Chevron in 2019 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,037 increasing their positions, 948 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 72

30% more call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.25B

18% more funds holding in top 10

Funds holding in top 10: 155183 (+28)

15% more capital invested

Capital invested by funds: $136B → $156B (+$19.9B)

3% more funds holding

Funds holding: 2,3322,397 (+65)

9% more repeat investments, than reductions

Existing positions increased: 1,037 | Existing positions reduced: 948

0.93% more ownership

Funds ownership: 65.95%66.88% (+0.93%)

Holders
2,397
Holders Change
+65
Holders Change %
+2.79%
% of All Funds
51.87%
Holding in Top 10
183
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+18.06%
% of All Funds
3.96%
New
164
Increased
1,037
Reduced
948
Closed
72
Calls
$1.63B
Puts
$1.25B
Net Calls
+$374M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
576
CCM Investment Advisers
South Carolina
$9.48M +$1.72M +14,515 +23%
PA
577
Profund Advisors
Maryland
$9.43M -$155K -1,314 -2%
BBA
578
BLB&B Advisors
Pennsylvania
$9.42M +$30.4K +257 +0.3%
GIM
579
Grassi Investment Management
California
$9.4M -$11.2K -95 -0.1%
AAS
580
Avantax Advisory Services
Texas
$9.39M +$886K +7,493 +11%
GI
581
Gradient Investments
Minnesota
$9.32M -$2.1M -17,762 -19%
HCM
582
Howland Capital Management
Massachusetts
$9.31M -$131K -1,104 -1%
AIMCA
583
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.3M -$15.3M -129,200 -63%
AAA
584
Adams Asset Advisors
Texas
$9.29M
GCAC
585
Guardian Capital Advisors (Canada)
Ontario, Canada
$9.26M +$29.6K +250 +0.3%
JIR
586
James Investment Research
Ohio
$9.2M +$4.15M +35,036 +88%
CS
587
Candriam SCA
Luxembourg
$9.18M -$12.2M -103,463 -58%
CC
588
Cadinha & Co
Hawaii
$9.11M +$6.25M +52,788 +250%
MIAN
589
Mariner Independent Advisor Network
Kansas
$9.08M -$309K -2,610 -3%
GW
590
GW & Wade
Massachusetts
$9.05M -$16K -135 -0.2%
I
591
IberiaBank
Louisiana
$9.02M +$119K +1,002 +1%
IMOV
592
Investment Management of Virginia
Virginia
$8.99M +$4.24M +35,860 +97%
BG
593
Bollard Group
Massachusetts
$8.98M +$448K +3,787 +5%
MIM
594
Montgomery Investment Management
Maryland
$8.97M -$22.7K -192 -0.3%
MME
595
Meag Munich Ergo
Germany
$8.92M -$1.79M -15,170 -17%
SCM
596
Stonebridge Capital Management
California
$8.9M -$426K -3,603 -5%
MAM
597
Meeder Asset Management
Ohio
$8.9M +$3.14M +26,527 +58%
WS
598
Wedbush Securities
California
$8.87M +$12.3K +104 +0.1%
WG
599
Winton Group
United Kingdom
$8.85M +$7.97M +67,358 +1,508%
JC
600
Jacobs & Co
California
$8.82M -$233K -1,970 -3%

CVX Hedge Fund Activity: Q1 2019 in Review

2,397 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2019, worth a combined $156B — up 15% from $136B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new CVX positions and 72 closed out — a net gain of 92 holders — while 1,037 added to existing stakes and 948 trimmed.

The largest buyer was Barclays, adding an estimated $295M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 2,397 institutional investors held Chevron (CVX) as of Q1 2019, up from 2,332 in Q4 2018.
  • Funds reported $156B of Chevron stock for Q1 2019, up 15% quarter-over-quarter.
  • 164 funds opened new Chevron positions in Q1 2019 and 72 closed out, a net change of +92 holders.
  • The largest Chevron buyer in Q1 2019 was Barclays, an estimated $295M added.
  • The largest Chevron seller in Q1 2019 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2019.