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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
ARTA
601
A.R.T. Advisors
New York
$8.79M +$611K +5,166 +8%
TAM
602
Tiverton Asset Management
Delaware
$8.79M +$3.19M +26,995 +61%
SSB
603
Sandy Spring Bank
Maryland
$8.72M -$339K -2,866 -4%
MLM
604
Mount Lucas Management
Pennsylvania
$8.72M +$8.37M +70,766 New
SB
605
Simmons Bank
Arkansas
$8.7M +$83.8K +708 +1%
GWM
606
Geneos Wealth Management
Colorado
$8.69M +$237K +2,005 +3%
DP
607
Dearborn Partners
Illinois
$8.68M -$134K -1,136 -2%
MCM
608
Maple Capital Management
Vermont
$8.67M -$94.1K -795 -1%
Wealthfront Advisers
609
Wealthfront Advisers
California
$8.64M +$88.5K +748 +1%
AI
610
Atria Investments
North Carolina
$8.58M +$2.38M +20,110 +41%
ASN
611
Advisory Services Network
Georgia
$8.56M +$35.1K +297 +0.4%
CIC
612
Canal Insurance Company
South Carolina
$8.53M
BDS
613
Banco de Sabadell
Florida
$8.52M -$5.46M -46,136 -40%
TSW
614
Thompson Siegel & Walmsley
Virginia
$8.52M +$292K +2,472 +4%
6M
615
6 Meridian
Kansas
$8.51M +$407K +3,440 +5%
BC
616
Brinker Capital
Pennsylvania
$8.45M -$25K -211 -0.3%
LWCFA
617
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.39M -$202K -1,707 -2%
CA
618
CapWealth Advisors
Tennessee
$8.37M +$41.2K +348 +0.5%
BFIC
619
Bedell Frazier Investment Counselling
California
$8.35M -$153K -1,295 -2%
Squarepoint
620
Squarepoint
New York
$8.28M +$7.95M +67,192 New
BRCM
621
Bright Rock Capital Management
Massachusetts
$8.25M
FA
622
FDx Advisors
Illinois
$8.25M +$2.6M +22,003 +49%
DY
623
Dowling & Yahnke
California
$8.22M +$367K +3,098 +5%
MCM
624
MAI Capital Management
Ohio
$8.2M +$441K +3,724 +6%
CA
625
Cetera Advisors
Colorado
$8.19M +$323K +2,731 +4%

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.