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

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$4.6B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.4B
3
Invesco
3
Invesco
Georgia
$1B
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.19B
5
BA
5
BlackRock Advisors
Delaware
$1.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
1576
Telemus Capital
Michigan
$431K -$140K -1,123 -25%
TCM
1577
Texan Capital Management
Texas
$431K – – –
EGA
1578
E&G Advisors
Texas
$427K +$427K +3,420 New
GKIM
1579
GW&K Investment Management
Massachusetts
$425K – – –
SFG
1580
SNS Financial Group
Minnesota
$425K +$425K +3,400 New
BFPW
1581
BOK Financial Private Wealth
Colorado
$424K – – –
LWM
1582
Lenox Wealth Management
Ohio
$424K +$424K +3,395 New
LI
1583
Lafayette Investments
Maryland
$423K – – –
PAS
1584
Partnervest Advisory Services
California
$422K +$28.2K +226 +7%
SMU
1585
Signet Management USA
Virginia
$420K +$420K +3,359 New
HF
1586
Hoxton Financial
West Virginia
$419K +$22.3K +178 +6%
SLA
1587
Silver Lake Advisory
Utah
$417K +$417K +3,339 New
DA
1588
Dillon & Associates
Michigan
$415K – – –
NYLT
1589
New York Life Trust
New York
$413K +$4.5K +36 +1%
VLKIM
1590
Van Lanschot Kempen Investment Management
Netherlands
$410K +$410K +3,288 New
ACM
1591
Ashford Capital Management
Delaware
$408K – – –
VNIM
1592
Vaughan Nelson Investment Management
Texas
$407K -$21.9K -175 -5%
DGI
1593
Disciplined Growth Investors
Minnesota
$406K – – –
PG
1594
Portola Group
California
$406K +$75K +600 +23%
AWS
1595
Aris Wealth Services
Pennsylvania
$403K +$53.6K +429 +15%
CCB
1596
Cutter & Co Brokerage
Missouri
$402K -$105K -839 -21%
MG
1597
MDE Group
New Jersey
$401K -$4.75K -38 -1%
MCM
1598
Munder Capital Management
Michigan
$399K +$45.7K +365 +13%
CAM
1599
Cubic Asset Management
Massachusetts
$394K -$37.5K -300 -9%
MAM
1600
Meeder Asset Management
Ohio
$392K -$670K -5,360 -63%
62 63
64
65 66