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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
SLF
1151
Sun Life Financial
Ontario, Canada
$2.31M +$47.1K +397 +2%
WC
1152
Whitney & Co
New York
$2.31M -$88.7K -748 -4%
ESBC
1153
E.S. Barr & Co
Kentucky
$2.3M +$134K +1,126 +7%
BCFS
1154
Butensky & Cohen Financial Security
Florida
$2.3M -$23.2K -196 -1%
KWMG
1155
King Wealth Management Group
Florida
$2.3M +$68.5K +578 +3%
AFA
1156
Arlington Financial Advisors
California
$2.29M +$2.07M +17,488 New
BOS
1157
Bingham Osborn & Scarborough
California
$2.29M -$19.6K -165 -0.9%
RC
1158
Reik & Co
New York
$2.29M
NSIM
1159
North Star Investment Management
Illinois
$2.28M +$171K +1,441 +9%
DHFB
1160
Dixon Hubard Feinour & Brown
Virginia
$2.27M +$13.8K +116 +0.6%
WIC
1161
Whitegate Investment Counselors
New Hampshire
$2.27M -$14.8K -125 -0.7%
SPC
1162
Salient Private Client
Texas
$2.26M +$2.14M +18,078 New
OCM
1163
Olstein Capital Management
New York
$2.25M +$119K +1,000 +6%
BDF
1164
Balasa Dinverno & Foltz
$2.25M -$20K -169 -0.9%
BIM
1165
Bridgecreek Investment Management
Oklahoma
$2.24M
MNG
1166
Manning & Napier Group
New York
$2.24M +$2.12M +17,911 New
LDB
1167
Lee, Danner & Bass
Tennessee
$2.23M
MLFP
1168
MPS Loria Financial Planners
Illinois
$2.22M -$95.8K -808 -4%
NCM
1169
Northstar Capital Management
New York
$2.21M +$2.1M +17,680 New
IC
1170
Investment Counsel
Michigan
$2.21M
RC
1171
Roundview Capital
New Jersey
$2.2M +$33.3K +281 +2%
HAM
1172
Highstreet Asset Management
Ontario, Canada
$2.2M -$70.3K -593 -3%
RAM
1173
Redmond Asset Management
Virginia
$2.2M -$13K -110 -0.6%
WPA
1174
Winning Points Advisors
Florida
$2.2M -$17.2K -145 -0.8%
HIC
1175
Harvey Investment Company
Kentucky
$2.2M

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.