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Chevron
CVX

Overview Fund Activity

1,839 hedge funds and large institutions have $106B invested in Chevron in 2015 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 640 increasing their positions, 870 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,839
Holders Change
+76
Holders Change %
+4.31%
% of All Funds
48.29%
Holding in Top 10
113
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+41.25%
% of All Funds
2.97%
New
166
Increased
640
Reduced
870
Closed
66
Calls
$1.84B
Puts
$2.62B
Net Calls
-$783M
Net Calls Change
-$733M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$645M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$346M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$336M
4
State Street
State Street
Massachusetts
+$331M
5
Ameriprise
Ameriprise
Minnesota
+$301M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$344M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$323M
3
AAM
Aberdeen Asset Management
United Kingdom
-$316M
4
Franklin Resources
Franklin Resources
California
-$241M
5
SG Americas Securities
SG Americas Securities
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1451
Carderock Capital Management
Maryland
$589K -$600K -6,670 -50%
LOAMS
1452
Lombard Odier Asset Management (Switzerland)
Switzerland
$588K -$246K -2,704 -30%
BWFM
1453
Bridgewater Wealth & Financial Management
Maryland
$588K – – –
PAWC
1454
P.A.W. Capital
Connecticut
$585K – – –
FC
1455
Forte Capital
New York
$582K -$5.4K -60 -0.9%
BIM
1456
Baldwin Investment Management
Pennsylvania
$582K +$180 +2 +0%
CAS
1457
Cue Advisory Services
Arizona
$581K -$4.59K -51 -0.8%
AI
1458
Atria Investments
North Carolina
$578K +$209K +2,545 +57%
PFA
1459
Paradigm Financial Advisors
Missouri
$576K -$33.4K -371 -5%
TFF
1460
The Family Firm
Maryland
$576K -$11.8K -131 -2%
SCM
1461
SOL Capital Management
Maryland
$576K -$5.85K -65 -1%
FFIC
1462
First Fiduciary Investment Counsel
Ohio
$571K -$351K -3,900 -38%
LBC
1463
Lawrence B. Cohen
$568K -$94.5K -1,050 -14%
VC
1464
Vicus Capital
Pennsylvania
$568K -$43.9K -488 -7%
SAM
1465
Summit Asset Management
Tennessee
$568K +$270 +3 +0%
FDCC
1466
Foster Dykema Cabot & Co
Massachusetts
$567K +$331K +3,680 +140%
AAC
1467
Asset Advisors Corp
Georgia
$558K -$54.2K -602 -9%
CCP
1468
Clarkston Capital Partners
Michigan
$558K -$15.3K -170 -3%
RIG
1469
Renaissance Investment Group
Massachusetts
$557K +$13.1K +146 +2%
PIA
1470
Peachtree Investment Advisors
Georgia
$555K – – –
AFP
1471
Ausdal Financial Partners
Iowa
$555K +$555K +6,174 New
BA
1472
BKS Advisors
Michigan
$554K -$75.2K -836 -12%
LWM
1473
LBA Wealth Management
Florida
$553K -$68.8K -765 -11%
JIP
1474
Jaffetilchin Investment Partners
Florida
$552K +$27K +300 +5%
GC
1475
Gratus Capital
Georgia
$549K -$107K -1,193 -16%
57 58
59
60 61