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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
MSE
701
MUFG Securities EMEA
United Kingdom
$6.78M +$6.51M +55,000 New
Kayne Anderson Rudnick Investment Management
702
Kayne Anderson Rudnick Investment Management
California
$6.75M -$262K -2,216 -4%
KLWA
703
Kelly Lawrence W & Associates
California
$6.74M -$420K -3,550 -6%
AFM
704
Andesa Financial Management
Pennsylvania
$6.74M +$3.53M +29,855 +120%
AIM
705
Axiom Investment Management
New York
$6.74M +$200K +1,689 +3%
JWM
706
Jupiter Wealth Management
Colorado
$6.72M +$6.63M +56,053 New
SPC
707
Sigma Planning Corp
Michigan
$6.7M +$404K +3,413 +7%
SFM
708
Systematic Financial Management
New Jersey
$6.69M -$1.74M -14,703 -21%
AII
709
AGF Investments Inc
Ontario, Canada
$6.69M
LIC
710
Lodestar Investment Counsel
Illinois
$6.68M +$58.6K +495 +0.9%
AC
711
Alley Company
Illinois
$6.68M +$33.4K +282 +0.5%
NCM
712
Novare Capital Management
North Carolina
$6.67M +$98.8K +835 +2%
SCI
713
S&CO Inc
Massachusetts
$6.66M -$52.4K -443 -0.8%
SFI
714
Susquehanna Fundamental Investments
Pennsylvania
$6.64M +$2.37M +20,000 +59%
GSBTD
715
Glenview State Bank Trust Department
Illinois
$6.62M -$35.5K -300 -0.6%
FB
716
Fulton Bank
Pennsylvania
$6.59M -$95K -803 -1%
TYCC
717
Texas Yale Capital Corp
Florida
$6.56M +$3.14M +26,572 +100%
LA
718
Lynch & Associates
Indiana
$6.55M +$120K +1,018 +2%
BPM
719
Bowling Portfolio Management
Ohio
$6.53M -$3.43K -29 -0.1%
MERSOM
720
Municipal Employees' Retirement System of Michigan
Michigan
$6.51M -$3.03M -25,580 -33%
FDCDDQ
721
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.5M -$216K -1,829 -3%
PTB
722
Pioneer Trust Bank
Oregon
$6.49M +$35K +296 +0.6%
CW
723
Cobiz Wealth
Colorado
$6.47M +$258K +2,183 +4%
KPCM
724
Kings Point Capital Management
New York
$6.38M -$146K -1,237 -2%
DWT
725
Dorsey & Whitney Trust
South Dakota
$6.38M -$205K -1,736 -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.