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Chevron
CVX

Overview Fund Activity

1,783 hedge funds and large institutions have $153B invested in Chevron in 2013 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 664 increasing their positions, 720 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+119
Holders Change %
+7.15%
% of All Funds
51.79%
Holding in Top 10
410
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-8.48%
% of All Funds
11.91%
New
200
Increased
664
Reduced
720
Closed
61
Calls
$1.39B
Puts
$1.3B
Net Calls
+$92.1M
Net Calls Change
+$336M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$908M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$251M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$221M
4
Capital International Investors
Capital International Investors
California
+$195M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$188M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.09B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$765M
3
Invesco
Invesco
Georgia
-$388M
4
Deutsche Bank
Deutsche Bank
Germany
-$368M
5
BA
BlackRock Advisors
Delaware
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
1201
Intact Investment Management
Quebec, Canada
$1.7M +$487K +3,900 +40%
ICAS
1202
Investors Capital Advisory Services
Massachusetts
$1.69M -$8.49K -68 -0.5%
LPC
1203
Loeb Partners Corp
New York
$1.69M +$150K +1,200 +10%
TIA
1204
Trust Investment Advisors
Indiana
$1.69M +$1.69M +13,489 New
CASB
1205
Cape Ann Savings Bank
Massachusetts
$1.68M -$142K -1,133 -8%
AB
1206
Atlas Brown
Kentucky
$1.68M +$67K +536 +4%
LA
1207
Lau Associates
Delaware
$1.68M – – –
SFT
1208
Simmons First Trust
Arkansas
$1.67M -$348K -2,788 -17%
EI
1209
Excelsia Inc
Georgia
$1.66M -$281K -2,250 -15%
IFB
1210
iAB Financial Bank
Indiana
$1.66M +$18.7K +150 +1%
RC
1211
Roundview Capital
New Jersey
$1.66M +$76.4K +612 +5%
OWP
1212
Obermeyer Wealth Partners
Colorado
$1.65M – – –
FAM
1213
Formidable Asset Management
Ohio
$1.65M -$63.9K -570 -4%
HC
1214
Hendley & Co
Ohio
$1.64M +$47.5K +380 +3%
PMFA
1215
Plante Moran Financial Advisors
Michigan
$1.63M +$161K +1,293 +11%
LNC
1216
Lincoln National Corp
Pennsylvania
$1.63M +$1.63M +13,119 New
JAM
1217
Jolley Asset Management
North Carolina
$1.63M +$6.37K +51 +0.4%
PFP
1218
Pinnacle Financial Partners
Tennessee
$1.63M +$73.7K +590 +5%
PCMC
1219
Paragon Capital Management (Colorado)
Colorado
$1.62M – – –
CK
1220
Cohen Klingenstein
New York
$1.62M – – –
NAM
1221
North American Management
Massachusetts
$1.62M -$108K -868 -6%
MIM
1222
Miller Investment Management
Pennsylvania
$1.62M – – –
HK
1223
Horizon Kinetics
New York
$1.62M +$162K +1,300 +11%
FCFC
1224
First Commonwealth Financial Corp
Pennsylvania
$1.61M -$306K -2,450 -16%
NPA
1225
Nichols & Pratt Advisers
Massachusetts
$1.61M – – –
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