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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
BA
1301
Birinyi Associates
Connecticut
$1.72M -$35.6K -300 -2%
IFWM
1302
Institute for Wealth Management
Colorado
$1.72M -$97.4K -821 -6%
MIM
1303
Marco Investment Management
Georgia
$1.71M -$234K -1,975 -13%
HPIA
1304
Hamilton Point Investment Advisors
North Carolina
$1.71M -$91.9K -775 -5%
HK
1305
Horizon Kinetics
New York
$1.71M -$32.3K -272 -2%
EFSCE
1306
Enterprise Financial Services Corp (EFSC)
Missouri
$1.7M -$29.5K -249 -2%
TAM
1307
Todd Asset Management
Kentucky
$1.7M -$36.5K -308 -2%
SAM
1308
Shamrock Asset Management
Texas
$1.69M
MKC
1309
M. Kraus & Co
Vermont
$1.69M -$176K -1,487 -10%
CI
1310
Clal Insurance
Israel
$1.69M
IAS
1311
IMA Advisory Services
Colorado
$1.67M +$186K +1,567 +13%
OC
1312
Oarsman Capital
Wisconsin
$1.67M -$30.8K -260 -2%
SFP
1313
Shepherd Financial Partners
Massachusetts
$1.67M +$143K +1,204 +10%
CNC
1314
Citizens & Northern Corp
Pennsylvania
$1.67M -$11K -93 -0.7%
NDSI
1315
Newman Dignan & Sheerar Inc
Rhode Island
$1.66M +$20.8K +175 +1%
CWA
1316
Clarus Wealth Advisors
Arizona
$1.66M +$1.57M +13,250 New
LCM
1317
Liberty Capital Management
Michigan
$1.65M -$6.52K -55 -0.4%
NB
1318
Nicolet Bankshares
Wisconsin
$1.65M +$10.6K +89 +0.7%
SWK
1319
Stephen W. Kidder
$1.65M +$94.9K +800 +6%
BCM
1320
Beddow Capital Management
Wyoming
$1.65M -$274K -2,312 -15%
TSWM
1321
Triangle Securities Wealth Management
North Carolina
$1.65M -$22.2K -187 -1%
TCM
1322
Tradition Capital Management
New Jersey
$1.65M
PBT
1323
Pictet Bank & Trust
Bahamas
$1.65M -$119K -1,000 -7%
BMC
1324
Benin Management Corp
Connecticut
$1.65M -$364K -3,070 -19%
PAS
1325
Partnervest Advisory Services
California
$1.64M -$6.88K -58 -0.4%

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.