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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
SCI
1026
Stableford Capital II
Arizona
$2.91M +$17.7K +149 +0.6%
RIM
1027
Rampart Investment Management
Connecticut
$2.91M -$22.9K -193 -0.8%
CWM
1028
Concentric Wealth Management
California
$2.91M -$27.5K -232 -1%
AIP
1029
Ahrens Investment Partners
Louisiana
$2.9M -$68.4K -577 -2%
CBU
1030
CIBC Bank USA
Illinois
$2.9M +$49.8K +420 +2%
PA
1031
Prism Advisors
California
$2.9M +$2.75M +23,153 New
BAS
1032
Brown Advisory Securities
Maryland
$2.9M +$92.7K +782 +4%
CIC
1033
Carnegie Investment Counsel
Ohio
$2.9M +$185K +1,558 +7%
MJP
1034
Michael J. Puzo
$2.9M +$37.5K +316 +1%
DLCIG
1035
D.L. Carlson Investment Group
New Hampshire
$2.88M +$74.5K +628 +3%
TCOO
1036
Trust Company of Oklahoma
Oklahoma
$2.88M +$76.7K +647 +3%
BHIA
1037
Birch Hill Investment Advisors
Massachusetts
$2.88M -$38.4K -324 -1%
CFA
1038
Carroll Financial Associates
North Carolina
$2.87M -$127K -1,073 -4%
WA
1039
Waverly Advisors
Alabama
$2.87M +$127K +1,071 +5%
LI
1040
Longer Investments
Arkansas
$2.87M -$8.66K -73 -0.3%
TAM
1041
Tiverton Asset Management
Delaware
$2.87M +$2.72M +22,912 New
MJRIC
1042
Mogy Joel R Investment Counsel
California
$2.85M
BC
1043
Burleson & Co
California
$2.84M +$2.69M +22,716 New
FFA
1044
First Foundation Advisors
California
$2.84M +$83K +700 +3%
VFM
1045
Viking Fund Management
North Dakota
$2.84M -$1.42M -12,000 -35%
DAM
1046
Doheny Asset Management
California
$2.83M +$97.8K +825 +4%
FLI
1047
Family Legacy Inc
South Carolina
$2.82M +$1.15M +9,717 +76%
QCM
1048
Quadrant Capital Management
New Jersey
$2.81M +$39.7K +335 +2%
CL
1049
CPWM LLC
Washington
$2.8M +$6.76K +57 +0.3%
BAAM
1050
Baker Avenue Asset Management
California
$2.8M +$23.7K +200 +0.9%

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.