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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
P
1276
Pitcairn
Pennsylvania
$1.8M +$60.6K +511 +4%
GC
1277
Gratus Capital
Georgia
$1.79M +$119 +1 +0%
PP
1278
Pegasus Partners
Wisconsin
$1.79M +$292K +2,459 +21%
Squarepoint
1279
Squarepoint
New York
$1.78M +$178K +1,498 +12%
CAG
1280
Csenge Advisory Group
Florida
$1.78M +$240K +2,023 +17%
CA
1281
Calton & Associates
Florida
$1.78M +$1.61M +13,587 New
BKA
1282
Brick & Kyle Associates
Pennsylvania
$1.78M +$12.2K +103 +0.7%
AB
1283
AT Bancorp
Iowa
$1.78M +$3.79K +32 +0.2%
NHC
1284
Nicholas Hoffman & Company
Georgia
$1.78M -$538K -4,535 -24%
OC
1285
Oakworth Capital
Alabama
$1.78M +$65.1K +549 +4%
MSS
1286
Mitchell Sinkler & Starr
Pennsylvania
$1.77M -$5.69K -48 -0.3%
WBG
1287
Wharton Business Group
Pennsylvania
$1.77M -$162K -1,370 -8%
BAM
1288
Belpointe Asset Management
Nevada
$1.77M +$756K +6,372 +82%
WAP
1289
Wealthcare Advisory Partners
Pennsylvania
$1.76M +$163K +1,375 +11%
AWA
1290
ARS Wealth Advisors
Florida
$1.76M -$147K -1,239 -8%
BCB
1291
Brian C. Broderick
$1.76M -$35.6K -300 -2%
ITIM
1292
Indiana Trust & Investment Management
Indiana
$1.75M -$22.2K -187 -1%
VC
1293
Vicus Capital
Pennsylvania
$1.75M +$221K +1,864 +15%
FIG
1294
FundX Investment Group
California
$1.75M +$33K +278 +2%
PWSG
1295
Pacific Wealth Strategies Group
California
$1.75M +$227K +1,915 +16%
MMHP
1296
Murphy Middleton Hinkle & Parker
Georgia
$1.74M +$1.65M +13,909 New
AR
1297
Advisory Research
Illinois
$1.74M +$54.7K +461 +3%
VNIM
1298
Vaughan Nelson Investment Management
Texas
$1.73M
AW
1299
ACG Wealth
Georgia
$1.73M +$231K +1,944 +16%
AWM
1300
Aries Wealth Management
Maine
$1.73M +$1.56M +13,151 New

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.