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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
RCA
1676
Rowland Carmichael Advisors
Arizona
$695K -$26K -219 -4%
CCM
1677
Check Capital Management
California
$692K +$213K +1,800 +48%
WI
1678
Wedgewood Investors
Pennsylvania
$691K -$830 -7 -0.1%
CBA
1679
Coastal Bridge Advisors
Connecticut
$690K -$85.7K -723 -12%
EWF
1680
Epstein & White Financial
California
$690K +$628K +5,297 New
CF
1681
Centaurus Financial
California
$688K +$652K +5,498 New
SS
1682
Sunbelt Securities
Texas
$687K +$11.3K +95 +2%
NC
1683
Nicholas Company
Wisconsin
$686K
NWP
1684
Northstar Wealth Partners
Connecticut
$684K +$6.05K +51 +1%
VIA
1685
Vantage Investment Advisors
Pennsylvania
$684K +$70.8K +597 +12%
OPTFSNA
1686
Old Point Trust & Financial Services N A
Virginia
$681K +$30.2K +255 +5%
MC
1687
Mathes Company
New York
$679K
HS
1688
Huntington Steele
Pennsylvania
$678K
CS
1689
Credential Securities
$677K -$14.5K -122 -2%
III
1690
Independent Investors Inc
New York
$676K +$71.1K +600 +13%
Treasurer of the State of North Carolina
1691
Treasurer of the State of North Carolina
North Carolina
$676K +$640K +5,398 New
HBWM
1692
Hollow Brook Wealth Management
New York
$675K
SIM
1693
Sonora Investment Management
Arizona
$670K -$378K -3,186 -37%
MWNA
1694
Marshall Wace North America
New York
$667K +$632K +5,329 New
BWM
1695
Bernicke Wealth Management
Wisconsin
$666K +$16.6K +140 +3%
Edgewood Management
1696
Edgewood Management
Connecticut
$664K -$3.2K -27 -0.5%
FHC
1697
First Heartland Consultants
Missouri
$661K -$443K -3,740 -41%
CCM
1698
Compass Capital Management
Minnesota
$660K +$2.49K +21 +0.4%
RMSCM
1699
R.M. Sincerbeaux Capital Management
New York
$657K
PCM
1700
Penserra Capital Management
California
$656K +$69K +582 +12%

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.