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Chevron

2,480 hedge funds and large institutions have $108B invested in Chevron in 2020 Q4 according to their latest regulatory filings, with 333 funds opening new positions, 881 increasing their positions, 1,112 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more first-time investments, than exits

New positions opened: 333 | Existing positions closed: 91

28% more funds holding in top 10

Funds holding in top 10: 3241 (+9)

22% more capital invested

Capital invested by funds: $88.8B → $108B (+$19.1B)

9% more funds holding

Funds holding: 2,2722,480 (+208)

1% more call options, than puts

Call options by funds: $1.6B | Put options by funds: $1.58B

0.33% more ownership

Funds ownership: 66.07%66.4% (+0.33%)

21% less repeat investments, than reductions

Existing positions increased: 881 | Existing positions reduced: 1,112

Holders
2,480
Holders Change
+208
Holders Change %
+9.15%
% of All Funds
43.88%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.73%
New
333
Increased
881
Reduced
1,112
Closed
91
Calls
$1.6B
Puts
$1.58B
Net Calls
+$21.6M
Net Calls Change
+$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IMRF
801
Illinois Municipal Retirement Fund
Illinois
$3.31M +$1.84M +22,676 +137%
CCMT
802
CMT Capital Markets Trading
Germany
$3.29M +$2.17M +26,846 +221%
DWT
803
Dorsey & Whitney Trust
South Dakota
$3.28M -$393K -4,849 -11%
CTA
804
Chesley Taft & Associates
Illinois
$3.27M -$171K -2,114 -5%
PP
805
Paloma Partners
Connecticut
$3.27M +$2.24M +27,672 +250%
GC
806
Grimes & Company
Massachusetts
$3.26M -$378K -4,665 -11%
IF
807
Insight Folios
North Carolina
$3.26M +$308K +3,800 +11%
VFM
808
Viking Fund Management
North Dakota
$3.26M
FBT
809
First Bankers Trust
Kentucky
$3.25M -$160K -1,978 -5%
CANC
810
Culbertson A N & Co
Virginia
$3.24M -$249K -3,078 -7%
SC
811
Schulhoff & Co
Ohio
$3.24M -$65.5K -809 -2%
Acadian Asset Management
812
Acadian Asset Management
Massachusetts
$3.22M +$1.87M +23,094 +153%
FA
813
FMA Advisory
Pennsylvania
$3.21M -$217K -2,674 -7%
PAM
814
Peak Asset Management
Colorado
$3.21M +$120K +1,480 +4%
NMIFOAC
815
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.21M
IPW
816
Inlet Private Wealth
Florida
$3.2M -$119K -1,475 -4%
TIM
817
Thompson Investment Management
Wisconsin
$3.18M +$209K +2,578 +7%
LKIM
818
Lawson Kroeker Investment Management
Nebraska
$3.18M -$95.9K -1,185 -3%
FCMT
819
Founders Capital Management (Texas)
Texas
$3.17M +$3.04M +37,516 New
EAM
820
Erste Asset Management
Austria
$3.17M +$1.47M +18,180 +95%
DY
821
Dowling & Yahnke
California
$3.13M -$124K -1,535 -4%
CA
822
Clearstead Advisors
Ohio
$3.13M +$160K +1,981 +6%
LA
823
Lynch & Associates
Indiana
$3.11M -$6.8K -84 -0.2%
WEC
824
Winslow Evans & Crocker
Massachusetts
$3.11M +$836K +10,331 +35%
LWAC
825
Laurel Wealth Advisors (California)
California
$3.1M -$139K -1,721 -4%

CVX Hedge Fund Activity: Q4 2020 in Review

2,480 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2020, worth a combined $108B — up 22% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 333 funds opened new CVX positions and 91 closed out — a net gain of 242 holders — while 881 added to existing stakes and 1,112 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.27B. The largest seller was Wellington Management Group, cutting an estimated $343M.

  • 2,480 institutional investors held Chevron (CVX) as of Q4 2020, up from 2,272 in Q3 2020.
  • Funds reported $108B of Chevron stock for Q4 2020, up 22% quarter-over-quarter.
  • 333 funds opened new Chevron positions in Q4 2020 and 91 closed out, a net change of +242 holders.
  • The largest Chevron buyer in Q4 2020 was Capital Research Global Investors, an estimated $1.27B added.
  • The largest Chevron seller in Q4 2020 was Wellington Management Group, an estimated $343M sold.

Based on aggregated 13F filings for Q4 2020.