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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
EIP
126
Epoch Investment Partners
New York
$129M +$19.9M +168,025 +19%
Citadel Advisors
127
Citadel Advisors
Florida
$127M -$62.4M -527,588 -34%
Nordea Investment Management
128
Nordea Investment Management
Sweden
$126M -$79.2M -669,294 -39%
GIA
129
Gateway Investment Advisers
Ohio
$125M -$1.83M -15,455 -1%
Asset Management One
130
Asset Management One
Japan
$123M -$259M -2,185,659 -69%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$123M -$1.92M -16,249 -2%
Robeco Institutional Asset Management
132
Robeco Institutional Asset Management
Netherlands
$123M +$22.2M +187,572 +23%
H
133
Hexavest
Quebec, Canada
$121M +$116M +982,975 New
LPL Financial
134
LPL Financial
California
$121M +$2.58M +21,839 +2%
PI
135
Putnam Investments
Massachusetts
$121M +$2.13M +17,987 +2%
PAMU
136
Pictet Asset Management (UK)
United Kingdom
$119M -$23.9M -202,226 -17%
CP
137
Coho Partners
Pennsylvania
$117M +$3.3M +27,892 +3%
FMI
138
Factory Mutual Insurance
Massachusetts
$115M +$237K +2,000 +0.2%
Calamos Advisors
139
Calamos Advisors
Illinois
$112M -$1.24M -10,465 -1%
CVA
140
Ceredex Value Advisors
Florida
$112M +$5.28M +44,602 +5%
CIM
141
Confluence Investment Management
Missouri
$111M -$1.34M -11,354 -1%
WRF
142
Waddell & Reed Financial
Kansas
$111M -$27.1M -229,396 -20%
AQR Capital Management
143
AQR Capital Management
Connecticut
$110M -$148M -1,252,924 -58%
RCAMU
144
Rothschild & Co Asset Management US
Connecticut
$110M -$521K -4,400 -0.5%
Luther King Capital Management (LKCM)
145
Luther King Capital Management (LKCM)
Texas
$108M +$2.44M +20,648 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
146
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$108M +$20.1M +169,900 +24%
ORIO
147
Old Republic International (ORI)
Illinois
$107M -$225K -1,900 -0.2%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$107M +$1.59M +13,413 +2%
AIA
149
Avalon Investment & Advisory
Texas
$105M +$31.6M +267,284 +45%
EAM
150
Eagle Asset Management
Florida
$105M +$17.6M +149,017 +21%

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.