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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 %
UBV
1501
United Bank (Virginia)
Virginia
$590K -$6.75K -54 -1%
FAM
1502
Foothills Asset Management
Arizona
$589K +$589K +4,712 New
SC
1503
Saturna Capital
Washington
$588K – – –
JFA
1504
JNBA Financial Advisors
Minnesota
$585K +$15K +120 +3%
PFS
1505
Prospera Financial Services
Texas
$582K -$312K -2,493 -35%
HIM
1506
Hanlon Investment Management
New Jersey
$577K +$750 +6 +0.1%
NA
1507
NSB Advisors
New York
$568K -$25K -200 -4%
KG
1508
Killen Group
Pennsylvania
$568K – – –
HHGA
1509
Halbert Hargrove Global Advisors
California
$567K -$362K -2,898 -39%
RVP
1510
Relative Value Partners
Illinois
$562K +$62.4K +500 +13%
IAS
1511
IMA Advisory Services
Colorado
$553K – – –
PAA
1512
Peregrine Asset Advisers
Oregon
$552K – – –
CFA
1513
Cahill Financial Advisors
Minnesota
$551K +$551K +4,408 New
IUAM
1514
Itau USA Asset Management
New York
$550K – – –
MWM
1515
Modera Wealth Management
New Jersey
$550K +$261K +2,087 +90%
B
1516
Bellecapital
Switzerland
$549K +$549K +4,398 New
FIM
1517
Fernwood Investment Management
Massachusetts
$543K +$543K +4,350 New
SFM
1518
Signature Financial Management
Virginia
$541K – – –
WCWM
1519
Wooster Corthell Wealth Management
Connecticut
$539K -$26.1K -209 -5%
FM
1520
Family Management
New York
$538K -$31.2K -250 -5%
CCA
1521
Catalyst Capital Advisors
New York
$535K – – –
CFA
1522
Capstone Financial Advisors
Illinois
$532K +$532K +4,259 New
JIP
1523
Jaffetilchin Investment Partners
Florida
$529K -$12.9K -103 -2%
PWAG
1524
Polaris Wealth Advisory Group
California
$527K -$732K -5,854 -58%
VIM
1525
Veritas Investment Management
United Kingdom
$525K – – –
59 60
61
62 63