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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
AWM
601
AE Wealth Management
Kansas
$8.4M -$536K -4,518 -6%
HCM
602
Howard Capital Management
Georgia
$8.37M +$7.93M +66,893 New
CANC
603
Culbertson A N & Co
Virginia
$8.36M +$235K +1,983 +3%
AUB
604
Atlantic Union Bankshares
Virginia
$8.33M -$124K -1,047 -2%
WS
605
Wedbush Securities
California
$8.31M +$791K +6,673 +11%
CIS
606
Connors Investor Services
Pennsylvania
$8.3M +$23.6K +199 +0.3%
JWBC
607
J.W. Burns & Co
New York
$8.28M +$354K +2,982 +5%
1SB
608
1ST Source Bank
Indiana
$8.26M -$127K -1,071 -2%
PWLP
609
Prio Wealth Limited Partnership
Massachusetts
$8.26M -$27.4K -231 -0.3%
LWCFA
610
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.24M -$46.8K -395 -0.6%
FDCDDQ
611
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.23M -$393K -3,318 -5%
SBH
612
Segall Bryant & Hamill
Illinois
$8.2M -$25.7K -217 -0.3%
VCM
613
Violich Capital Management
California
$8.16M +$4.39K +37 +0.1%
GG
614
Greenwood Gearhart
Arkansas
$8.09M +$486K +4,097 +7%
TH
615
Timber Hill
Connecticut
$8.05M +$5.83M +49,131 +324%
HT
616
HighTower Trust
Texas
$8.01M -$39.8K -336 -0.5%
AIP
617
Ameritas Investment Partners
Nebraska
$8.01M +$193K +1,630 +3%
FNFDCM
618
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8M -$43.2K -364 -0.6%
CTA
619
Chesley Taft & Associates
Illinois
$7.96M +$66.9K +564 +0.9%
MAM
620
Meeder Asset Management
Ohio
$7.95M -$410K -3,460 -5%
TCOT
621
Trust Company of Toledo
Ohio
$7.91M -$48.3K -407 -0.6%
DY
622
Dowling & Yahnke
California
$7.86M -$23.1K -195 -0.3%
SWM
623
SeaCrest Wealth Management
New York
$7.83M +$7.42M +62,585 New
KFP
624
Keystone Financial Planning
Ohio
$7.8M -$2.85K -24 -0%
AAM
625
Autus Asset Management
Arizona
$7.79M +$203K +1,714 +3%

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.