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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
GSC
926
G&S Capital
Colorado
$3.66M +$3.46M +29,204 New
FIM
927
Frontier Investment Management
Texas
$3.62M +$335K +2,829 +11%
BO
928
Bank OZK
Arkansas
$3.61M -$89.8K -757 -3%
FCMT
929
Founders Capital Management (Texas)
Texas
$3.61M
HC
930
Hourglass Capital
Texas
$3.61M -$28.5K -240 -0.8%
BA
931
Baugh & Associates
Georgia
$3.6M +$3.41M +28,771 New
1WA
932
180 Wealth Advisors
Washington
$3.6M +$3.41M +28,757 New
CCA
933
Cobblestone Capital Advisors
New York
$3.59M -$91.9K -775 -3%
CIM
934
CenturyLink Investment Management
Colorado
$3.58M +$1.97M +16,599 +138%
NMIFOAC
935
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.58M
AB
936
Atlas Brown
Kentucky
$3.58M +$65.6K +553 +2%
CPA
937
Capital Planning Advisors
California
$3.57M +$360K +3,036 +12%
WAM
938
Wealthspire Advisors (Maryland)
Maryland
$3.56M +$151K +1,271 +5%
PRS
939
Pinkerton Retirement Specialists
Idaho
$3.56M +$101K +848 +3%
GP
940
Girard Partners
Pennsylvania
$3.55M -$56.9K -480 -2%
HIC
941
Hartline Investment Corp
Illinois
$3.55M +$63.9K +539 +2%
BSPF
942
British Steel Pension Fund
United Kingdom
$3.5M
MCP
943
Martin Capital Partners
Oregon
$3.49M +$3.31M +27,883 New
CAM
944
Close Asset Management
United Kingdom
$3.49M -$171K -1,440 -5%
SFSG
945
Stearns Financial Services Group
North Carolina
$3.49M -$47K -396 -1%
VAS
946
Valicenti Advisory Services
New York
$3.49M -$209K -1,759 -6%
NFG
947
Next Financial Group
Texas
$3.48M -$606K -5,109 -16%
LCM
948
LVM Capital Management
Michigan
$3.48M -$29.6K -250 -0.9%
CC
949
Cadinha & Co
Hawaii
$3.46M +$160K +1,346 +5%
AI
950
Atria Investments
North Carolina
$3.45M -$2.23M -18,767 -41%

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.