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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
PNAA
726
Pictet North America Advisors
Switzerland
$6.06M +$169K +1,425 +3%
CC
727
ClearArc Capital
Ohio
$6.05M -$43.2K -364 -0.7%
CIS
728
Capital International Sarl
California
$6.05M -$5.33M -44,974 -48%
LA
729
Lynch & Associates
Indiana
$6.04M +$74.7K +630 +1%
Marshall Wace
730
Marshall Wace
United Kingdom
$6.03M +$5.71M +48,193 New
Cohen & Steers
731
Cohen & Steers
New York
$6.02M -$2.45M -20,673 -30%
VFA
732
Voya Financial Advisors
Connecticut
$6.01M +$304K +2,565 +6%
PWP
733
Private Wealth Partners
California
$6.01M +$398K +3,358 +8%
FAT
734
First American Trust
California
$6M +$688K +5,805 +14%
SWP
735
Stratos Wealth Partners
Ohio
$5.99M -$2.87M -24,192 -34%
PTB
736
Pioneer Trust Bank
Oregon
$5.99M -$69.4K -585 -1%
SBIA
737
Sheaff Brock Investment Advisors
Indiana
$5.99M -$455K -3,835 -7%
FLPIM
738
F.L. Putnam Investment Management
Massachusetts
$5.98M -$234K -1,974 -4%
SHGA
739
Sand Hill Global Advisors
California
$5.96M +$115K +970 +2%
NCM
740
Novare Capital Management
North Carolina
$5.96M +$89.6K +756 +2%
SPC
741
Sigma Planning Corp
Michigan
$5.83M -$107K -899 -2%
WSTAM
742
Wilbanks Smith & Thomas Asset Management
Virginia
$5.83M -$94.5K -797 -2%
LSA
743
L & S Advisors
California
$5.83M +$4.26M +35,948 +338%
HVIA
744
Hudson Valley Investment Advisors
New York
$5.82M -$160K -1,350 -3%
I
745
IberiaBank
Louisiana
$5.82M +$271K +2,282 +5%
BIC
746
Bridges Investment Counsel
Nebraska
$5.79M -$641K -5,408 -10%
WB
747
Webster Bank
Connecticut
$5.77M -$184K -1,555 -3%
FMC
748
First Merchants Corp
Indiana
$5.76M -$537K -4,531 -9%
EFIC
749
Eliot Finkel Investment Counsel
California
$5.76M -$37.9K -320 -0.7%
RP
750
Rowlandmiller & Partners
Georgia
$5.72M -$593 -5 -0%

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.