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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
QT
1351
Quantbot Technologies
New York
$1.74M +$1.67M +14,102 New
MMHP
1352
Murphy Middleton Hinkle & Parker
Georgia
$1.73M +$710 +6 +0%
CG
1353
Caprock Group
Idaho
$1.73M -$182K -1,535 -10%
BDF
1354
Balasa Dinverno & Foltz
$1.72M -$12.3K -104 -0.7%
AF
1355
Advisornet Financial
Minnesota
$1.72M +$183K +1,548 +12%
DI
1356
Diligent Investors
California
$1.72M +$571K +4,829 +53%
SFP
1357
Shepherd Financial Partners
Massachusetts
$1.72M -$40.9K -346 -2%
PL
1358
Plancorp LLC
Missouri
$1.72M +$68.1K +576 +4%
HPCM
1359
High Pointe Capital Management
Illinois
$1.71M +$347K +2,930 +27%
BSPF
1360
British Steel Pension Fund
United Kingdom
$1.71M +$663K +5,608 +68%
ST
1361
Somerset Trust
Pennsylvania
$1.71M +$26.9K +227 +2%
FLPIM
1362
F.L. Putnam Investment Management
Massachusetts
$1.71M -$217K -1,830 -12%
MKC
1363
M. Kraus & Co
Vermont
$1.71M
ANRIA
1364
American National Registered Investment Advisor
Texas
$1.7M -$6.74K -57 -0.4%
VNIM
1365
Vaughan Nelson Investment Management
Texas
$1.7M
HI
1366
Horizon Investments
North Carolina
$1.7M +$468K +3,954 +39%
AIC
1367
Ameritas Investment Company
Nebraska
$1.69M +$1.63M +13,752 New
NHC
1368
Nicholas Hoffman & Company
Georgia
$1.69M -$66K -558 -4%
FIG
1369
FundX Investment Group
California
$1.69M
HKAM
1370
Horizon Kinetics Asset Management
New York
$1.68M +$1.62M +13,653 New
BL
1371
BFSG LLC
California
$1.68M +$34.3K +290 +2%
BFC
1372
Blue Fin Capital
Rhode Island
$1.68M -$117K -993 -7%
FHA
1373
Flagship Harbor Advisors
Massachusetts
$1.68M +$171K +1,446 +12%
GC
1374
Gratus Capital
Georgia
$1.67M +$592 +5 +0%
OC
1375
Oakworth Capital
Alabama
$1.66M -$95.2K -805 -6%

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.