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Chevron

2,207 hedge funds and large institutions have $156B invested in Chevron in 2017 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 811 increasing their positions, 883 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more first-time investments, than exits

New positions opened: 281 | Existing positions closed: 61

19% more funds holding in top 10

Funds holding in top 10: 172205 (+33)

10% more funds holding

Funds holding: 2,0022,207 (+205)

8% more capital invested

Capital invested by funds: $145B → $156B (+$10.9B)

0.51% more ownership

Funds ownership: 65.03%65.53% (+0.51%)

8% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 883

37% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.55B

Holders
2,207
Holders Change
+205
Holders Change %
+10.24%
% of All Funds
50.05%
Holding in Top 10
205
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+19.19%
% of All Funds
4.65%
New
281
Increased
811
Reduced
883
Closed
61
Calls
$1.62B
Puts
$2.55B
Net Calls
-$934M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
1501
Good Life Advisors
Pennsylvania
$1.07M +$7.35K +62 +0.8%
MOS
1502
MGO One Seven
Ohio
$1.07M +$1.01M +8,517 New
HI
1503
Horizon Investments
North Carolina
$1.06M +$1.19M +10,033 New
ADBIC
1504
A.D. Beadell Investment Counsel
Wisconsin
$1.06M
MWP
1505
MYCIO Wealth Partners
Pennsylvania
$1.06M
SBL
1506
Sargent Bickham Lagudis
Colorado
$1.06M -$42K -354 -4%
WPW
1507
Waldron Private Wealth
Pennsylvania
$1.06M +$15.5K +131 +2%
SFG
1508
Sather Financial Group
Texas
$1.05M
ANB
1509
Amarillo National Bank
Texas
$1.05M +$949 +8 +0.1%
HPWM
1510
Highland Private Wealth Management
Washington
$1.05M +$126K +1,064 +15%
RFA
1511
Reilly Financial Advisors
California
$1.05M -$19.7K -166 -2%
MFG
1512
Monte Financial Group
Connecticut
$1.05M +$992K +8,364 New
FIAS
1513
FinTrust Investment Advisory Services
South Carolina
$1.05M +$37.7K +318 +4%
AFA
1514
Aurora Financial Advisors
Massachusetts
$1.04M +$985K +8,304 New
LCM
1515
Laurion Capital Management
New York
$1.04M +$983K +8,290 New
ADL
1516
Asset Dedication LLC
California
$1.04M +$976K +8,229 New
DAM
1517
Delta Asset Management
Tennessee
$1.03M -$17.7K -149 -2%
SOAMC
1518
Spirit of America Management Corp
New York
$1.03M
OFS
1519
Orrstown Financial Services
Pennsylvania
$1.03M -$103K -866 -10%
SCG
1520
Sonata Capital Group
Washington
$1.03M -$17.6K -148 -2%
GA
1521
GFS Advisors
Texas
$1.02M +$139K +1,175 +17%
HA
1522
Halsey Associates
Connecticut
$1.02M
HWA
1523
Heritage Wealth Advisors
Virginia
$1.01M +$12.1K +102 +1%
4IG
1524
440 Investment Group
Kansas
$1.01M +$294K +2,482 +44%
SSA
1525
South Street Advisors
New York
$1.01M +$166K +1,400 +21%

CVX Hedge Fund Activity: Q4 2017 in Review

2,207 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2017, worth a combined $156B — up 7.6% from $145B a quarter earlier.

Buyers outnumbered sellers: 281 funds opened new CVX positions and 61 closed out — a net gain of 220 holders — while 811 added to existing stakes and 883 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $479M.

  • 2,207 institutional investors held Chevron (CVX) as of Q4 2017, up from 2,002 in Q3 2017.
  • Funds reported $156B of Chevron stock for Q4 2017, up 7.6% quarter-over-quarter.
  • 281 funds opened new Chevron positions in Q4 2017 and 61 closed out, a net change of +220 holders.
  • The largest Chevron buyer in Q4 2017 was Alleghany Corporation, an estimated $408M added.
  • The largest Chevron seller in Q4 2017 was Capital International Investors, an estimated $479M sold.

Based on aggregated 13F filings for Q4 2017.