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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
NCM
976
Narwhal Capital Management
Georgia
$3.26M
TH
977
TCTC Holdings
Texas
$3.25M -$18.6K -157 -0.6%
WEC
978
Winslow Evans & Crocker
Massachusetts
$3.24M +$63.1K +532 +2%
HB
979
Homrich & Berg
Georgia
$3.22M -$43.6K -368 -1%
KA
980
Kovack Advisors
Florida
$3.22M +$821K +6,925 +37%
NAMP
981
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.21M -$6.17K -52 -0.2%
EF
982
Exeter Financial
Arizona
$3.21M +$3.04M +25,668 New
TYCC
983
Texas Yale Capital Corp
Florida
$3.21M -$119 -1 -0%
GC
984
Grimes & Company
Massachusetts
$3.2M -$128K -1,078 -4%
TC
985
Telemus Capital
Michigan
$3.19M +$2.54M +21,451 +537%
PCTC
986
Perkins Coie Trust Company
Washington
$3.18M -$12K -101 -0.4%
FG
987
Fiduciary Group
Georgia
$3.17M -$17.8K -150 -0.6%
BAM
988
Berkshire Asset Management
Pennsylvania
$3.16M +$895K +7,550 +43%
NAM
989
NTV Asset Management
West Virginia
$3.15M
BTIS
990
BB&T Investment Services
North Carolina
$3.15M +$340K +2,869 +13%
LNB
991
Ledyard National Bank
$3.14M +$29.8K +251 +1%
MBT
992
Montecito Bank & Trust
California
$3.13M -$52.3K -441 -2%
LCP
993
Legacy Capital Partners
Wisconsin
$3.13M +$64.6K +545 +2%
HSA
994
Hussman Strategic Advisors
Maryland
$3.13M -$2.96M -25,000 -50%
KFBMI
995
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.13M
VHAM
996
Van Hulzen Asset Management
California
$3.13M +$215K +1,813 +8%
Rafferty Asset Management
997
Rafferty Asset Management
New York
$3.11M +$2.95M +24,856 New
BCM
998
Baltimore Capital Management
Maryland
$3.1M +$114K +959 +4%
MSAM
999
Moloney Securities Asset Management
Missouri
$3.1M -$214K -1,801 -7%
LM
1000
Lincluden Management
Ontario, Canada
$3.07M -$46.2K -390 -2%

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.