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Chevron

2,238 hedge funds and large institutions have $154B invested in Chevron in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 931 increasing their positions, 939 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 75

0.5% less ownership

Funds ownership: 66.18%65.68% (-0.5%)

1% less funds holding

Funds holding: 2,2512,238 (-13)

1% less repeat investments, than reductions

Existing positions increased: 931 | Existing positions reduced: 939

4% less capital invested

Capital invested by funds: $160B → $154B (-$5.7B)

4% less call options, than puts

Call options by funds: $1.54B | Put options by funds: $1.61B

36% less funds holding in top 10

Funds holding in top 10: 217139 (-78)

Holders
2,238
Holders Change
-13
Holders Change %
-0.58%
% of All Funds
51.15%
Holding in Top 10
139
Holding in Top 10 Change
-78
Holding in Top 10 Change %
-35.94%
% of All Funds
3.18%
New
82
Increased
931
Reduced
939
Closed
75
Calls
$1.54B
Puts
$1.61B
Net Calls
-$68.2M
Net Calls Change
-$266M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
626
Chesley Taft & Associates
Illinois
$8.18M +$29.7K +245 +0.4%
ASN
627
Advisory Services Network
Georgia
$8.18M +$136K +1,122 +2%
CANC
628
Culbertson A N & Co
Virginia
$8.14M +$109K +896 +1%
JWBC
629
J.W. Burns & Co
New York
$8.14M +$51.1K +421 +0.6%
BOH
630
Bank of Hawaii
Hawaii
$8.13M +$205K +1,692 +3%
6M
631
6 Meridian
Kansas
$8.11M +$1.56M +12,863 +24%
PP
632
Patten & Patten
Tennessee
$8.06M -$91.7K -756 -1%
BG
633
Bollard Group
Massachusetts
$8.02M +$225K +1,857 +3%
CNBT
634
Canandaigua National Bank & Trust
New York
$8.02M -$16K -132 -0.2%
RM
635
Resource Management
Louisiana
$8.02M +$1.02M +8,404 +15%
MAM
636
Meeder Asset Management
Ohio
$8.01M +$429K +3,533 +6%
VCM
637
Violich Capital Management
California
$8M +$48.5K +400 +0.6%
HTHT
638
Hemenway Trust Hemenway Trust
New Hampshire
$7.99M +$312K +2,572 +4%
BDS
639
Banco de Sabadell
Florida
$7.96M +$236K +1,946 +3%
MIAN
640
Mariner Independent Advisor Network
Kansas
$7.93M +$7.87M +64,900 New
BAC
641
Boys Arnold & Co
North Carolina
$7.87M +$41.6K +343 +0.5%
CCC
642
Chelsea Counsel Company
California
$7.86M -$16.4K -135 -0.2%
JIM
643
Jupiter Investment Management
United Kingdom
$7.84M -$147M -1,211,413 -95%
ZDA
644
Zweig-DiMenna Associates
New York
$7.84M +$7.78M +64,100 New
CA
645
CastleArk Alternatives
Illinois
$7.83M
TI
646
Trexquant Investment
Connecticut
$7.82M -$2.69M -22,146 -26%
DWA
647
Douglass Winthrop Advisors
New York
$7.8M -$2.11M -17,380 -21%
I
648
IberiaBank
Louisiana
$7.76M +$1.8M +14,859 +31%
PPCM
649
Pillar Pacific Capital Management
California
$7.73M +$96.5K +795 +1%
RCM
650
Riverhead Capital Management
Delaware
$7.73M +$975K +8,037 +15%

CVX Hedge Fund Activity: Q3 2018 in Review

2,238 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2018, worth a combined $154B — down 3.6% from $160B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new CVX positions and 75 closed out — a net gain of 7 holders — while 931 added to existing stakes and 939 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.76B. The largest seller was Capital World Investors, cutting an estimated $1.76B.

  • 2,238 institutional investors held Chevron (CVX) as of Q3 2018, down from 2,251 in Q2 2018.
  • Funds reported $154B of Chevron stock for Q3 2018, down 3.6% quarter-over-quarter.
  • 82 funds opened new Chevron positions in Q3 2018 and 75 closed out, a net change of +7 holders.
  • The largest Chevron buyer in Q3 2018 was Capital International Investors, an estimated $1.76B added.
  • The largest Chevron seller in Q3 2018 was Capital World Investors, an estimated $1.76B sold.

Based on aggregated 13F filings for Q3 2018.