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Chevron

2,238 hedge funds and large institutions have $154B invested in Chevron in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 931 increasing their positions, 939 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 75

0.5% less ownership

Funds ownership: 66.18%65.68% (-0.5%)

1% less funds holding

Funds holding: 2,2512,238 (-13)

1% less repeat investments, than reductions

Existing positions increased: 931 | Existing positions reduced: 939

4% less capital invested

Capital invested by funds: $160B → $154B (-$5.7B)

4% less call options, than puts

Call options by funds: $1.54B | Put options by funds: $1.61B

36% less funds holding in top 10

Funds holding in top 10: 217139 (-78)

Holders
2,238
Holders Change
-13
Holders Change %
-0.58%
% of All Funds
51.15%
Holding in Top 10
139
Holding in Top 10 Change
-78
Holding in Top 10 Change %
-35.94%
% of All Funds
3.18%
New
82
Increased
931
Reduced
939
Closed
75
Calls
$1.54B
Puts
$1.61B
Net Calls
-$68.2M
Net Calls Change
-$266M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
126
Bank of Nova Scotia
Ontario, Canada
$135M +$58.1M +478,604 +76%
RFC
127
Regions Financial Corp
Alabama
$135M -$1.85M -15,249 -1%
Jennison Associates
128
Jennison Associates
New York
$132M +$3.63M +29,899 +3%
PAMU
129
Pictet Asset Management (UK)
United Kingdom
$129M -$32.6M -269,087 -20%
Aviva
130
Aviva
United Kingdom
$129M -$8.25M -68,025 -6%
CB
131
Commerce Bank
Missouri
$128M +$1.33M +10,936 +1%
GIA
132
Gateway Investment Advisers
Ohio
$126M +$445K +3,668 +0.4%
CVA
133
Ceredex Value Advisors
Florida
$125M +$1.4M +11,577 +1%
AG
134
Aperio Group
California
$125M +$1.56M +12,842 +1%
ProShare Advisors
135
ProShare Advisors
Maryland
$123M -$14.1M -115,870 -10%
H
136
Hexavest
Quebec, Canada
$121M +$70.7M +582,347 +142%
USAA
137
United Services Automobile Association
Texas
$121M +$5.94M +48,969 +5%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$121M +$367K +3,021 +0.3%
LPL Financial
139
LPL Financial
California
$113M +$1.26M +10,391 +1%
CBT
140
Capital Bank & Trust
California
$112M -$1.88M -15,514 -2%
FMI
141
Factory Mutual Insurance
Massachusetts
$111M +$3.47M +28,600 +3%
CP
142
Coho Partners
Pennsylvania
$111M -$2.72M -22,434 -2%
CIM
143
Confluence Investment Management
Missouri
$111M -$1.14M -9,396 -1%
Fidelity International
144
Fidelity International
Bermuda
$110M -$464K -3,826 -0.4%
Calamos Advisors
145
Calamos Advisors
Illinois
$107M +$3.98M +32,785 +4%
ORIO
146
Old Republic International (ORI)
Illinois
$107M
VRS
147
Virginia Retirement Systems
Virginia
$104M
Voloridge Investment Management
148
Voloridge Investment Management
Florida
$102M +$102M +837,484 New
RCAMU
149
Rothschild & Co Asset Management US
Connecticut
$102M +$12.5M +102,728 +14%
Luther King Capital Management (LKCM)
150
Luther King Capital Management (LKCM)
Texas
$100M +$2.31M +19,077 +2%

CVX Hedge Fund Activity: Q3 2018 in Review

2,238 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2018, worth a combined $154B — down 3.6% from $160B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new CVX positions and 75 closed out — a net gain of 7 holders — while 931 added to existing stakes and 939 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.76B. The largest seller was Capital World Investors, cutting an estimated $1.76B.

  • 2,238 institutional investors held Chevron (CVX) as of Q3 2018, down from 2,251 in Q2 2018.
  • Funds reported $154B of Chevron stock for Q3 2018, down 3.6% quarter-over-quarter.
  • 82 funds opened new Chevron positions in Q3 2018 and 75 closed out, a net change of +7 holders.
  • The largest Chevron buyer in Q3 2018 was Capital International Investors, an estimated $1.76B added.
  • The largest Chevron seller in Q3 2018 was Capital World Investors, an estimated $1.76B sold.

Based on aggregated 13F filings for Q3 2018.