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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
BFG
1651
Beacon Financial Group
Texas
$724K +$119 +1 +0%
WG
1652
Winton Group
United Kingdom
$723K -$939K -7,917 -58%
LSAG
1653
Lake Street Advisors Group
New Hampshire
$723K +$684K +5,772 New
SAM
1654
Summit Asset Management
Tennessee
$721K +$356 +3 +0.1%
SCM
1655
Stevens Capital Management
Pennsylvania
$720K +$682K +5,752 New
TL
1656
TrueWealth LLC
Georgia
$720K +$682K +5,752 New
OA
1657
Outfitter Advisors
Virginia
$718K +$7.12K +60 +1%
NQWM
1658
Northwest Quadrant Wealth Management
Oregon
$716K -$23.8K -201 -3%
Aristotle Capital Management
1659
Aristotle Capital Management
California
$715K +$43.9K +370 +7%
WWMSC
1660
Wagner Wealth Management (South Carolina)
South Carolina
$714K +$639K +5,389 New
CIP
1661
Capital Insight Partners
Arizona
$712K -$3.32K -28 -0.5%
SSA
1662
Schonfeld Strategic Advisors
New York
$711K +$438K +3,695 +186%
BFA
1663
Beaumont Financial Advisors
Massachusetts
$708K +$18.6K +157 +3%
CPO
1664
Cerity Partners OCIO
New York
$707K -$96.5K -814 -13%
AP
1665
Atwood & Palmer
Missouri
$707K -$11.9K -100 -2%
CNB
1666
Camden National Bank
Maine
$707K +$49.8K +420 +8%
EA
1667
Elm Advisors
California
$706K
AAS
1668
Annex Advisory Services
Wisconsin
$702K -$138K -1,160 -17%
AL
1669
Aspiriant LLC
California
$701K -$3.53M -29,792 -84%
MF
1670
Magnetar Financial
Illinois
$701K -$3.23M -27,205 -83%
ACH
1671
ArrowMark Colorado Holdings
Colorado
$701K
NPF
1672
Norris Perne & French
Michigan
$701K +$49.3K +416 +8%
CCM
1673
Carlson Capital Management
Minnesota
$700K +$253K +2,136 +62%
BDWM
1674
Brewin Dolphin Wealth Management
Ireland
$696K +$35.6K +300 +6%
WDA
1675
Wendell David Associates
New Hampshire
$696K

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.