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Chevron

2,211 hedge funds and large institutions have $143B invested in Chevron in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 910 increasing their positions, 964 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

0% more funds holding

Funds holding: 2,2062,211 (+5)

0.16% more ownership

Funds ownership: 65.53%65.69% (+0.16%)

6% less repeat investments, than reductions

Existing positions increased: 910 | Existing positions reduced: 964

8% less capital invested

Capital invested by funds: $156B → $143B (-$12.7B)

18% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $1.77B

24% less funds holding in top 10

Funds holding in top 10: 205156 (-49)

Holders
2,211
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
50.68%
Holding in Top 10
156
Holding in Top 10 Change
-49
Holding in Top 10 Change %
-23.9%
% of All Funds
3.58%
New
110
Increased
910
Reduced
964
Closed
79
Calls
$1.44B
Puts
$1.77B
Net Calls
-$322M
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
GVT
1651
Genesee Valley Trust
New York
$709K
CNAM
1652
Campbell Newman Asset Management
Wisconsin
$708K -$30.8K -258 -4%
DRD
1653
Dennis R. Delaney
$707K -$23.9K -200 -3%
BAM
1654
Bruderman Asset Management
New York
$705K -$4.07K -34 -0.5%
BC
1655
Barnett & Company
Tennessee
$698K -$13.4K -112 -2%
GCM
1656
Gator Capital Management
Florida
$698K
JCM
1657
Jacobi Capital Management
Pennsylvania
$698K +$69.3K +580 +10%
Kovitz Investment Group Partners
1658
Kovitz Investment Group Partners
Illinois
$694K -$193K -1,615 -21%
BWP
1659
BSW Wealth Partners
Colorado
$692K -$3.23K -27 -0.4%
RA
1660
RFG Advisory
Alabama
$690K +$134K +1,123 +23%
SRSA
1661
S.R. Schill & Associates
Washington
$685K -$18.9K -158 -3%
SBA
1662
Secrest Blakey & Associates
North Carolina
$685K -$14.9K -125 -2%
YWP
1663
YorkBridge Wealth Partners
New York
$685K +$22.5K +188 +3%
AIIMS
1664
Analyst IMS Investment Management Services
Israel
$684K
HCC
1665
Hirtle Callaghan & Co
Pennsylvania
$684K
DCM
1666
Driehaus Capital Management
Illinois
$684K +$239K +2,000 +50%
GAG
1667
GM Advisory Group
New York
$680K +$12K +100 +2%
LJAC
1668
L.J. Altfest & Co
New York
$676K -$83.7K -700 -11%
RHJA
1669
Rice Hall James & Associates
California
$670K
ACG
1670
Allen Capital Group
Nebraska
$665K +$182K +1,520 +35%
VWA
1671
V Wealth Advisors
Kansas
$664K -$12.8K -107 -2%
EGA
1672
E&G Advisors
Texas
$664K +$120K +1,000 +21%
PA
1673
Probity Advisors
Texas
$663K -$43.9K -367 -6%
BPCE
1674
Bank Pictet & Cie (Europe)
Germany
$660K -$589K -4,930 -46%
ICOM
1675
Investment Counselors of Maryland
Maryland
$660K

CVX Hedge Fund Activity: Q1 2018 in Review

2,211 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2018, worth a combined $143B — down 8.1% from $156B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new CVX positions and 79 closed out — a net gain of 31 holders — while 910 added to existing stakes and 964 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $731M. The largest seller was State Street, cutting an estimated $480M.

  • 2,211 institutional investors held Chevron (CVX) as of Q1 2018, up from 2,206 in Q4 2017.
  • Funds reported $143B of Chevron stock for Q1 2018, down 8.1% quarter-over-quarter.
  • 110 funds opened new Chevron positions in Q1 2018 and 79 closed out, a net change of +31 holders.
  • The largest Chevron buyer in Q1 2018 was Deutsche Bank, an estimated $731M added.
  • The largest Chevron seller in Q1 2018 was State Street, an estimated $480M sold.

Based on aggregated 13F filings for Q1 2018.