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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
PA
1626
Probity Advisors
Texas
$774K -$7.12K -60 -1%
SRSA
1627
S.R. Schill & Associates
Washington
$772K
MWM
1628
Meridian Wealth Management
Kentucky
$771K +$12K +101 +2%
GLI
1629
Guardian Life Insurance
New York
$768K +$216K +1,825 +42%
FC
1630
Forte Capital
New York
$767K +$29.6K +250 +4%
SBA
1631
Secrest Blakey & Associates
North Carolina
$767K +$727K +6,129 New
GCM
1632
Gator Capital Management
Florida
$766K +$726K +6,120 New
BWP
1633
BSW Wealth Partners
Colorado
$763K -$3.44K -29 -0.5%
CCM
1634
Canal Capital Management
Virginia
$760K -$1.17M -9,859 -62%
WAM
1635
Watermark Asset Management
California
$758K +$237 +2 +0%
PAWC
1636
P.A.W. Capital
Connecticut
$751K -$59.3K -500 -8%
AIIMS
1637
Analyst IMS Investment Management Services
Israel
$751K
HCC
1638
Hirtle Callaghan & Co
Pennsylvania
$751K
ANTB
1639
AMG National Trust Bank
Colorado
$749K +$79.7K +672 +13%
FCAG
1640
First Capital Advisors Group
New Jersey
$748K -$78.7K -664 -10%
NIM
1641
NuWave Investment Management
New Jersey
$747K +$707K +5,963 New
ZAM
1642
Zevin Asset Management
Massachusetts
$746K -$102K -860 -13%
RHJA
1643
Rice Hall James & Associates
California
$735K +$59.3K +500 +9%
GAG
1644
GM Advisory Group
New York
$734K
FBFS
1645
First Business Financial Services
Wisconsin
$733K +$48.4K +408 +7%
ACP
1646
Aveo Capital Partners
Colorado
$731K +$32K +270 +5%
SFG
1647
SNS Financial Group
Minnesota
$729K -$103K -866 -13%
ICOM
1648
Investment Counselors of Maryland
Maryland
$725K
JCM
1649
Jacobi Capital Management
Pennsylvania
$725K +$82.5K +696 +14%
PSC
1650
Prentiss Smith & Co
Vermont
$725K +$468K +3,950 +214%

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.