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Chevron
CVX

Overview Fund Activity

1,989 hedge funds and large institutions have $142B invested in Chevron in 2016 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 744 increasing their positions, 828 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,989
Holders Change
+118
Holders Change %
+6.31%
% of All Funds
49.8%
Holding in Top 10
253
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+54.27%
% of All Funds
6.33%
New
207
Increased
744
Reduced
828
Closed
57
Calls
$2.33B
Puts
$3.36B
Net Calls
-$1.03B
Net Calls Change
-$1.52B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$530M
2
Morgan Stanley
Morgan Stanley
New York
+$441M
3
State Street
State Street
Massachusetts
+$438M
4
Capital World Investors
Capital World Investors
California
+$363M
5
Asset Management One
Asset Management One
Japan
+$355M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$510M
2
MTB
Mizuho Trust & Banking
Japan
-$309M
3
CS
Credit Suisse
Switzerland
-$276M
4
Wells Fargo
Wells Fargo
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
1576
Forte Capital
New York
$659K +$118 +1 +0%
RVPG
1577
Relative Value Partners Group
$656K – – –
WCM
1578
Windward Capital Management
California
$656K +$122K +1,039 +23%
Edgewood Management
1579
Edgewood Management
Connecticut
$652K -$27.1K -230 -4%
AZA
1580
Arthur Zaske & Associates
Michigan
$647K – – –
ANTB
1581
AMG National Trust Bank
Colorado
$646K -$5.88K -50 -0.9%
LJAC
1582
L.J. Altfest & Co
New York
$645K -$8.36K -71 -1%
MBA
1583
McQueen Ball & Associates
Pennsylvania
$644K – – –
RPA
1584
Rock Point Advisors
Vermont
$644K +$22.4K +190 +4%
SCP
1585
Sandhill Capital Partners
New York
$643K +$45.1K +383 +8%
VCM
1586
Vigilant Capital Management
Maine
$642K -$9.77K -83 -1%
VAIA
1587
Virtus Alternative Investment Advisers
Connecticut
$641K +$641K +5,448 New
WCM
1588
Weatherstone Capital Management
Colorado
$635K +$102K +868 +19%
RHJA
1589
Rice Hall James & Associates
California
$633K – – –
CT
1590
Clearstead Trust
Maine
$627K +$627K +5,550 New
JFA
1591
JNBA Financial Advisors
Minnesota
$624K -$727K -6,175 -54%
VWA
1592
V Wealth Advisors
Kansas
$620K -$32.7K -276 -5%
WIC
1593
Wilkins Investment Counsel
Massachusetts
$620K -$10.6K -90 -2%
TCM
1594
Tradewinds Capital Management
Washington
$619K -$341K -2,898 -36%
CCM
1595
Compass Capital Management
Minnesota
$618K – – –
BAM
1596
Brave Asset Management
New Jersey
$616K – – –
YWP
1597
YorkBridge Wealth Partners
New York
$615K +$615K +5,537 New
ARMT
1598
Amica Retiree Medical Trust
Rhode Island
$612K -$368K -3,123 -38%
RA
1599
RFG Advisory
Alabama
$612K – – –
ACM
1600
Alta Capital Management
Utah
$611K -$11.2K -95 -2%
62 63
64
65 66