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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
PCA
626
Peddock Capital Advisors
Massachusetts
$7.78M -$25.1K -212 -0.3%
BG
627
Bollard Group
Massachusetts
$7.77M +$72.2K +609 +1%
ASN
628
Advisory Services Network
Georgia
$7.76M +$1.78M +15,047 +32%
DIA
629
Dean Investment Associates
Ohio
$7.75M +$16.2K +137 +0.2%
CIA
630
CCM Investment Advisers
South Carolina
$7.66M -$979K -8,252 -12%
CCC
631
Chelsea Counsel Company
California
$7.66M +$71.7K +605 +1%
HA
632
Hamel Associates
New Jersey
$7.63M
BAC
633
Boys Arnold & Co
North Carolina
$7.62M -$167K -1,412 -2%
Pacer Advisors
634
Pacer Advisors
Pennsylvania
$7.58M +$1.07M +9,046 +18%
CWM
635
Calamos Wealth Management
Illinois
$7.58M -$34.7K -293 -0.5%
Acadian Asset Management
636
Acadian Asset Management
Massachusetts
$7.56M -$5.06M -42,636 -41%
RIG
637
Roosevelt Investment Group
New York
$7.54M +$320K +2,700 +5%
CA
638
Cornerstone Advisors
North Carolina
$7.51M
RM
639
Resource Management
Louisiana
$7.47M +$7.82M +65,943 New
FSA
640
Financial Sense Advisors
California
$7.46M +$2.02K +17 +0%
PPCM
641
Pillar Pacific Capital Management
California
$7.45M -$100K -845 -1%
BCM
642
Birmingham Capital Management
Alabama
$7.45M -$108K -910 -2%
BOTW
643
Bank of the West
California
$7.43M +$635K +5,358 +10%
Simplex Trading
644
Simplex Trading
Illinois
$7.4M +$4.25M +35,857 +154%
ICM
645
Ionic Capital Management
New York
$7.39M +$4.39M +37,000 +168%
IG
646
ING Group
Netherlands
$7.38M +$724K +6,109 +12%
TSW
647
Thompson Siegel & Walmsley
Virginia
$7.34M +$307K +2,593 +5%
Kayne Anderson Rudnick Investment Management
648
Kayne Anderson Rudnick Investment Management
California
$7.34M +$174K +1,470 +3%
1IA
649
1834 Investment Advisors
Wisconsin
$7.33M +$68.5K +578 +1%
CNBT
650
Canandaigua National Bank & Trust
New York
$7.31M +$223K +1,877 +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.