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Chevron

2,211 hedge funds and large institutions have $143B invested in Chevron in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 910 increasing their positions, 964 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

0% more funds holding

Funds holding: 2,2062,211 (+5)

0.16% more ownership

Funds ownership: 65.53%65.69% (+0.16%)

6% less repeat investments, than reductions

Existing positions increased: 910 | Existing positions reduced: 964

8% less capital invested

Capital invested by funds: $156B → $143B (-$12.7B)

18% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $1.77B

24% less funds holding in top 10

Funds holding in top 10: 205156 (-49)

Holders
2,211
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
50.68%
Holding in Top 10
156
Holding in Top 10 Change
-49
Holding in Top 10 Change %
-23.9%
% of All Funds
3.58%
New
110
Increased
910
Reduced
964
Closed
79
Calls
$1.44B
Puts
$1.77B
Net Calls
-$322M
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
101
M&T Bank
New York
$158M -$1.75M -14,656 -1%
Two Sigma Investments
102
Two Sigma Investments
New York
$156M +$24.6M +205,839 +18%
CA
103
Cortland Advisers
Delaware
$152M +$28.3M +236,500 +22%
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$148M -$18.3M -152,666 -11%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$148M -$6.75M -56,441 -4%
SCCM
106
Schafer Cullen Capital Management
New York
$145M +$288K +2,412 +0.2%
HA
107
Homestead Advisers
Virginia
$143M
Baird Financial Group
108
Baird Financial Group
Wisconsin
$143M +$4.27M +35,705 +3%
ProShare Advisors
109
ProShare Advisors
Maryland
$140M +$1.33M +11,155 +0.9%
SBAM
110
Santa Barbara Asset Management
California
$140M +$971K +8,121 +0.7%
First Trust Advisors
111
First Trust Advisors
Illinois
$138M +$1.87M +15,644 +1%
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$137M +$36.8M +307,692 +34%
Retirement Systems of Alabama
113
Retirement Systems of Alabama
Alabama
$136M -$944K -7,900 -0.7%
SB
114
Suntrust Banks
Georgia
$136M +$12M +100,601 +9%
AL
115
AJO LP
Pennsylvania
$135M -$27.9M -233,635 -16%
WRF
116
Waddell & Reed Financial
Kansas
$133M -$12.2M -102,181 -8%
PAMU
117
Pictet Asset Management (UK)
United Kingdom
$132M +$4.93M +41,225 +4%
RFC
118
Regions Financial Corp
Alabama
$131M -$934K -7,814 -0.7%
Aviva
119
Aviva
United Kingdom
$130M -$22M -183,782 -14%
USAA
120
United Services Automobile Association
Texas
$130M -$15.3M -128,035 -10%
RJFSA
121
Raymond James Financial Services Advisors
Florida
$130M +$7.72M +64,555 +6%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$128M +$38.2M +319,539 +40%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$127M +$22M +184,263 +20%
GC
124
Guggenheim Capital
Illinois
$125M -$3.5M -29,264 -3%
MSE
125
MUFG Securities EMEA
United Kingdom
$119M +$95.1M +795,500 +325%

CVX Hedge Fund Activity: Q1 2018 in Review

2,211 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2018, worth a combined $143B — down 8.1% from $156B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new CVX positions and 79 closed out — a net gain of 31 holders — while 910 added to existing stakes and 964 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $731M. The largest seller was State Street, cutting an estimated $480M.

  • 2,211 institutional investors held Chevron (CVX) as of Q1 2018, up from 2,206 in Q4 2017.
  • Funds reported $143B of Chevron stock for Q1 2018, down 8.1% quarter-over-quarter.
  • 110 funds opened new Chevron positions in Q1 2018 and 79 closed out, a net change of +31 holders.
  • The largest Chevron buyer in Q1 2018 was Deutsche Bank, an estimated $731M added.
  • The largest Chevron seller in Q1 2018 was State Street, an estimated $480M sold.

Based on aggregated 13F filings for Q1 2018.