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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
ST
1051
Sabal Trust
Florida
$2.8M +$34.6K +292 +1%
LG
1052
LaFleur & Godfrey
Michigan
$2.79M +$290K +2,445 +12%
NCM
1053
Neumann Capital Management
California
$2.79M -$29.6K -250 -1%
AHC
1054
Adell Harriman & Carpenter
Texas
$2.78M -$177K -1,490 -6%
HFM
1055
Hartford Financial Management
Connecticut
$2.78M -$267K -2,250 -9%
FAM
1056
Foothills Asset Management
Arizona
$2.78M -$119K -1,005 -4%
BSB
1057
Bangor Savings Bank
Maine
$2.77M +$108K +907 +4%
NFA
1058
Nuveen Fund Advisors
Illinois
$2.76M -$2.02M -17,077 -44%
ECM
1059
Evergreen Capital Management
Washington
$2.75M -$875K -7,381 -25%
VanEck Associates
1060
VanEck Associates
New York
$2.75M -$63.4K -535 -2%
OA
1061
Oxbow Advisors
Texas
$2.75M +$54.8K +462 +2%
MMM
1062
Mendel Money Management
Illinois
$2.75M +$2.6M +21,944 New
MTC
1063
McDaniel Terry & Co
Texas
$2.74M -$195K -1,647 -7%
ACM
1064
Adalta Capital Management
New York
$2.73M -$75.4K -636 -3%
PH
1065
Pinnacle Holdings
Oklahoma
$2.72M +$2.37K +20 +0.1%
LC
1066
LCNB Corp
Ohio
$2.72M +$44.7K +377 +2%
MA
1067
Marshwinds Advisory
Georgia
$2.72M -$87.3K -736 -3%
DDC
1068
Daniel Devine & Co
Florida
$2.7M -$34.9K -294 -1%
SCP
1069
Syntal Capital Partners
Texas
$2.69M +$1.98M +16,657 +344%
TBNY
1070
Trustco Bank (New York)
New York
$2.68M -$17.8K -150 -0.7%
AIM
1071
Acropolis Investment Management
Missouri
$2.68M +$105K +884 +4%
JIR
1072
James Investment Research
Ohio
$2.67M +$1.87M +15,755 +283%
SHA
1073
Seneca House Advisors
Virginia
$2.67M +$2.53M +21,328 New
OSNBOA
1074
Old Second National Bank of Aurora
Illinois
$2.66M -$40.2K -339 -2%
CCM
1075
Compton Capital Management
Rhode Island
$2.65M +$29.6K +250 +1%

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.