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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
AC
1001
Abbrea Capital
California
$3.07M +$72.3K +610 +3%
TRCT
1002
Tower Research Capital (TRC)
New York
$3.07M +$2.31M +19,453 +384%
TCM
1003
Telos Capital Management
California
$3.06M -$80.8K -681 -3%
BBI
1004
Baxter Bros Inc
Connecticut
$3.04M -$210K -1,771 -7%
Cetera Investment Advisers
1005
Cetera Investment Advisers
Illinois
$3.04M -$53.8K -454 -2%
WPC
1006
White Pine Capital
Minnesota
$3.04M +$11.9K +100 +0.4%
BIC
1007
Beach Investment Counsel
Pennsylvania
$3.02M -$79.7K -672 -3%
ID
1008
Integral Derivatives
New York
$3.02M +$417K +3,520 +17%
PFS
1009
Physicians Financial Services
North Carolina
$3.01M -$20.8K -175 -0.7%
ECML
1010
Eagle Capital Management (Louisiana)
Louisiana
$3.01M -$13.4K -113 -0.5%
RWM
1011
Rench Wealth Management
Texas
$3M -$237K -1,998 -8%
WA
1012
WealthTrust Axiom
Pennsylvania
$3M +$119 +1 +0%
RIM
1013
Regent Investment Management
Kentucky
$2.99M -$73.8K -622 -3%
BWM
1014
BerganKDV Wealth Management
Minnesota
$2.99M -$189K -1,590 -6%
PL
1015
Perpetual Ltd
Australia
$2.98M +$202K +1,700 +8%
OCM
1016
One Capital Management
California
$2.98M -$30.9K -261 -1%
PI
1017
Pettee Investors
Connecticut
$2.98M +$41.5K +350 +1%
ST
1018
Spinnaker Trust
Maine
$2.95M -$55.3K -466 -2%
BMC
1019
Beaton Management Company
Massachusetts
$2.94M -$2.73K -23 -0.1%
BRA
1020
Biechele Royce Advisors
Indiana
$2.94M +$2.78M +23,466 New
BOS
1021
Bank of Stockton
California
$2.93M +$379K +3,195 +16%
PGIM
1022
Pacific Global Investment Management
California
$2.92M -$181K -1,523 -6%
CTA
1023
Colonial Trust Advisors
South Carolina
$2.92M +$628K +5,298 +29%
AIP
1024
ARS Investment Partners
New York
$2.92M -$35K -295 -1%
RG
1025
Rikoon Group
New Mexico
$2.91M -$74.5K -628 -3%

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.