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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
IR
1226
IAT Reinsurance
New York
$2M
FAM
1227
Formidable Asset Management
Ohio
$2M -$68.2K -575 -3%
MWM
1228
Mission Wealth Management
California
$2M +$122K +1,031 +7%
BFC
1229
Blue Fin Capital
Rhode Island
$1.99M +$37.4K +315 +2%
CWM
1230
Cornerstone Wealth Management
Missouri
$1.99M -$37.1K -313 -2%
GAM
1231
Gemmer Asset Management
California
$1.99M +$198K +1,672 +12%
TI
1232
Trexquant Investment
Connecticut
$1.97M -$520K -4,383 -22%
PLFAM
1233
Pineno Levin & Ford Asset Management
Virginia
$1.96M -$8.3K -70 -0.4%
EI
1234
Elkhorn Investments
Illinois
$1.96M +$551K +4,643 +43%
UBG
1235
United Bank (Georgia)
Georgia
$1.96M -$9.72K -82 -0.5%
EM
1236
Excalibur Management
Massachusetts
$1.95M -$593 -5 -0%
SMM
1237
Stadion Money Management
Georgia
$1.95M -$165K -1,389 -8%
AF
1238
Aldebaran Financial
$1.95M +$3.32K +28 +0.2%
ST
1239
Sentinel Trust
Texas
$1.95M -$20.4K -172 -1%
KTC
1240
Kistler-Tiffany Companies
Pennsylvania
$1.95M -$133K -1,119 -7%
TSS
1241
Two Sigma Securities
New York
$1.94M +$1.03M +8,671 +126%
OWIM
1242
Old West Investment Management
California
$1.94M -$903K -7,612 -33%
SFWA
1243
Summit Financial Wealth Advisors
Louisiana
$1.94M -$110K -927 -6%
NIC
1244
Northwest Investment Counselors
Oregon
$1.93M +$130K +1,096 +8%
HBT
1245
Hills Bank & Trust
Iowa
$1.93M -$9.49K -80 -0.5%
AGM
1246
Alpine Global Management
New York
$1.93M +$1.57M +13,213 +599%
HAIM
1247
Hunter Associates Investment Management
Pennsylvania
$1.93M -$17.8K -150 -1%
RP
1248
Rice Partnership
Hawaii
$1.92M +$1.82M +15,368 New
KIG
1249
Kessler Investment Group
Indiana
$1.92M -$47.8K -403 -3%
HKIM
1250
Hayek Kallen Investment Management
Alabama
$1.92M -$16.8K -142 -0.9%

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.