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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
EWM
1176
Edge Wealth Management
New York
$2.2M -$402K -3,390 -16%
WKWM
1177
Walter & Keenan Wealth Management
Indiana
$2.19M +$118K +995 +6%
MIM
1178
MPI Investment Management
Illinois
$2.19M +$2.07M +17,477 New
WI
1179
WrapManager Inc
California
$2.18M -$242K -2,038 -10%
NSB
1180
Norway Savings Bank
Maine
$2.18M -$16K -135 -0.8%
RWM
1181
Ritholtz Wealth Management
New York
$2.18M +$1.85M +15,625 +868%
SSWM
1182
Sheets Smith Wealth Management
North Carolina
$2.17M -$38.4K -324 -2%
CA
1183
Capital Advantage
California
$2.17M -$56.3K -475 -3%
EHWM
1184
Eads & Heald Wealth Management
Georgia
$2.17M +$6.29K +53 +0.3%
MC
1185
MRJ Capital
New York
$2.17M
RE
1186
RBC Europe
United Kingdom
$2.16M -$19K -160 -0.9%
PMG
1187
ProVise Management Group
Florida
$2.16M -$134K -1,132 -6%
GRQ
1188
Gardner Russo & Quinn
Pennsylvania
$2.16M -$834K -7,037 -29%
AA
1189
Altman Advisors
Illinois
$2.15M +$2.04M +17,169 New
RC
1190
RBO & Co
California
$2.15M -$29.2K -246 -1%
WA1
1191
Wimmer Associates 1
California
$2.14M -$27.7K -234 -1%
FF
1192
Fluent Financial
Texas
$2.14M +$1.97M +16,640 New
LGC
1193
Laurel Grove Capital
California
$2.13M -$139K -1,174 -6%
SWA
1194
Sutton Wealth Advisors
Florida
$2.12M -$18.5K -156 -0.9%
NPP
1195
New Potomac Partners
Maryland
$2.12M +$2.01M +16,944 New
PL
1196
Plancorp LLC
Missouri
$2.12M +$269K +2,266 +15%
SAM
1197
Seelaus Asset Management
New Jersey
$2.12M +$2M +16,905 New
MCP
1198
Mirador Capital Partners
California
$2.11M +$27.5K +232 +1%
PSF
1199
Pacific Sun Financial
California
$2.11M +$2M +16,877 New
WAM
1200
Weatherly Asset Management
California
$2.11M -$12.9K -109 -0.6%

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.