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Chevron

2,397 hedge funds and large institutions have $156B invested in Chevron in 2019 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,037 increasing their positions, 948 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 72

30% more call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.25B

18% more funds holding in top 10

Funds holding in top 10: 155183 (+28)

15% more capital invested

Capital invested by funds: $136B → $156B (+$19.9B)

3% more funds holding

Funds holding: 2,3322,397 (+65)

9% more repeat investments, than reductions

Existing positions increased: 1,037 | Existing positions reduced: 948

0.93% more ownership

Funds ownership: 65.95%66.88% (+0.93%)

Holders
2,397
Holders Change
+65
Holders Change %
+2.79%
% of All Funds
51.87%
Holding in Top 10
183
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+18.06%
% of All Funds
3.96%
New
164
Increased
1,037
Reduced
948
Closed
72
Calls
$1.63B
Puts
$1.25B
Net Calls
+$374M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$175M +$5.7M +48,217 +4%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$174M +$14.8M +124,782 +10%
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$173M +$2.62M +22,122 +2%
Retirement Systems of Alabama
104
Retirement Systems of Alabama
Alabama
$173M +$2.98M +25,204 +2%
Millennium Management
105
Millennium Management
New York
$171M +$121M +1,026,845 +287%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$170M -$10.7M -90,700 -6%
Jennison Associates
107
Jennison Associates
New York
$166M +$27.1M +229,219 +21%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$162M +$25.8M +218,472 +20%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$158M -$2.61M -22,030 -2%
TG
110
TCW Group
California
$158M -$10M -84,483 -6%
M&T Bank
111
M&T Bank
New York
$157M -$3.46M -29,207 -2%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$156M +$3.62M +30,613 +2%
CA
113
Cortland Advisers
Delaware
$155M
HA
114
Homestead Advisers
Virginia
$154M
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$148M +$1.65M +13,974 +1%
ProShare Advisors
116
ProShare Advisors
Maryland
$147M -$1.77M -14,985 -1%
First Trust Advisors
117
First Trust Advisors
Illinois
$147M -$7.12M -60,154 -5%
SB
118
Suntrust Banks
Georgia
$146M -$351K -2,963 -0.2%
SBAM
119
Santa Barbara Asset Management
California
$146M -$1.79M -15,096 -1%
SCCM
120
Schafer Cullen Capital Management
New York
$145M -$434K -3,666 -0.3%
CB
121
Commerce Bank
Missouri
$133M +$2.37M +20,064 +2%
PAM
122
Panagora Asset Management
Massachusetts
$132M +$49.5M +418,209 +64%
USAA
123
United Services Automobile Association
Texas
$132M +$4.87M +41,129 +4%
RFC
124
Regions Financial Corp
Alabama
$130M -$3.08M -26,025 -2%
AG
125
Aperio Group
California
$129M +$5.87M +49,634 +5%

CVX Hedge Fund Activity: Q1 2019 in Review

2,397 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2019, worth a combined $156B — up 15% from $136B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new CVX positions and 72 closed out — a net gain of 92 holders — while 1,037 added to existing stakes and 948 trimmed.

The largest buyer was Barclays, adding an estimated $295M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 2,397 institutional investors held Chevron (CVX) as of Q1 2019, up from 2,332 in Q4 2018.
  • Funds reported $156B of Chevron stock for Q1 2019, up 15% quarter-over-quarter.
  • 164 funds opened new Chevron positions in Q1 2019 and 72 closed out, a net change of +92 holders.
  • The largest Chevron buyer in Q1 2019 was Barclays, an estimated $295M added.
  • The largest Chevron seller in Q1 2019 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2019.