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Chevron
CVX

Overview Fund Activity

1,783 hedge funds and large institutions have $153B invested in Chevron in 2013 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 664 increasing their positions, 720 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+119
Holders Change %
+7.15%
% of All Funds
51.79%
Holding in Top 10
410
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-8.48%
% of All Funds
11.91%
New
200
Increased
664
Reduced
720
Closed
61
Calls
$1.39B
Puts
$1.3B
Net Calls
+$92.1M
Net Calls Change
+$336M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.68B
2
Vanguard Group
Vanguard Group
Pennsylvania
$12.9B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$5.15B
4
Capital International Investors
Capital International Investors
California
$501M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.7B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$4.6B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.4B
3
Invesco
Invesco
Georgia
$1B
4
Deutsche Bank
Deutsche Bank
Germany
$1.19B
5
BA
BlackRock Advisors
Delaware
$1.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
1476
Sheets Smith Wealth Management
North Carolina
$632K -$11.3K -90 -2%
CC
1477
Capital Counsel
New York
$627K +$62.5K +500 +11%
BCM
1478
Brookstone Capital Management
Illinois
$626K +$626K +5,010 New
EEG
1479
E.E. Geduld
$625K – – –
BCM
1480
Blume Capital Management
California
$624K +$624K +4,993 New
LK
1481
Lumbard & Kellner
New Hampshire
$622K +$622K +4,976 New
AA
1482
Ancora Advisors
Ohio
$621K – – –
WSA
1483
Willow Street Advisors
Florida
$620K – – –
EA
1484
Elm Advisors
California
$618K +$618K +4,950 New
SBWIC
1485
Schaper Benz & Wise Investment Counsel
Wisconsin
$617K – – –
HBT
1486
Hills Bank & Trust
Iowa
$615K -$12.5K -100 -2%
EM
1487
Excalibur Management
Massachusetts
$610K +$12.5K +100 +2%
DS
1488
DRW Securities
Illinois
$608K +$608K +4,871 New
NAM
1489
Nichols Asset Management
Massachusetts
$607K -$25K -200 -4%
BB
1490
Bell Bank
North Dakota
$606K -$9.99K -80 -2%
WCM Investment Management
1491
WCM Investment Management
California
$604K -$1.87K -15 -0.3%
FBT
1492
Founders Bank & Trust
Michigan
$604K +$77.6K +709 +15%
S
1493
SignatureFD
Georgia
$601K -$42.4K -339 -7%
Carson Wealth (CWM LLC)
1494
Carson Wealth (CWM LLC)
Nebraska
$601K +$2.5K +20 +0.4%
CS
1495
Cannell & Spears
New York
$600K +$294K +2,354 +96%
GDF
1496
Graham & Dodd Fund
New York
$599K -$463K -3,706 -44%
BCM
1497
BBT Capital Management
Texas
$598K – – –
DBT
1498
Dubuque Bank & Trust
Iowa
$597K -$28.7K -230 -5%
CFSG
1499
Community Financial Services Group
Vermont
$592K – – –
SCP
1500
Sandhill Capital Partners
New York
$591K +$28.1K +225 +5%
58 59
60
61 62