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Chevron
CVX

Overview Fund Activity

1,977 hedge funds and large institutions have $126B invested in Chevron in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 849 increasing their positions, 831 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,977
Holders Change
-33
Holders Change %
-1.64%
% of All Funds
49.36%
Holding in Top 10
112
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-18.84%
% of All Funds
2.8%
New
66
Increased
849
Reduced
831
Closed
79
Calls
$1.26B
Puts
$2.11B
Net Calls
-$845M
Net Calls Change
-$270M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$409M
2
Capital World Investors
Capital World Investors
California
+$332M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$293M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$263M
5
BlackRock
BlackRock
New York
+$206M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$389M
2
CS
Credit Suisse
Switzerland
-$161M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$149M
4
CGT
Capital Guardian Trust
California
-$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1701
McRae Capital Management
New Jersey
$407K -$54.3K -520 -12%
BL
1702
Balentine LLC
Georgia
$407K +$10.6K +102 +3%
SGI
1703
Summit Global Investments
Utah
$406K -$1.5M -14,347 -79%
HFA
1704
High Falls Advisors
New York
$404K +$835 +8 +0.2%
TCB
1705
Texas Capital Bancshares
Texas
$404K +$404K +3,874 New
FIM
1706
Freedom Investment Management
Connecticut
$398K -$32.9K -315 -8%
CI
1707
Capital Innovations
Wisconsin
$398K – – –
WP
1708
WealthPLAN Partners
Nebraska
$398K +$343K +3,292 +629%
WMC
1709
Westwood Management Corporation
Illinois
$396K – – –
SMH
1710
Sanders Morris Harris
Texas
$396K – – –
ERIM
1711
Eagle Ridge Investment Management
Connecticut
$396K +$94.1K +1,369 +31%
4IG
1712
440 Investment Group
Kansas
$395K -$670K -6,429 -63%
Verition Fund Management
1713
Verition Fund Management
Connecticut
$394K -$1.16M -11,079 -75%
AIM
1714
Arcadia Investment Management
Michigan
$394K -$65.7K -630 -14%
MWM
1715
Modera Wealth Management
New Jersey
$391K -$28.4K -272 -7%
PAA
1716
Peregrine Asset Advisers
Oregon
$391K – – –
CCM
1717
Check Capital Management
California
$389K -$417K -4,000 -52%
HCM
1718
Harvest Capital Management
New Hampshire
$389K – – –
NG
1719
Northstar Group
New York
$388K +$1.99K +19 +0.5%
TW
1720
Transform Wealth
Colorado
$387K -$58K -556 -13%
DMC
1721
Drexel Morgan & Co
Pennsylvania
$386K – – –
VCM
1722
Vision Capital Management
Oregon
$385K -$8.03K -77 -2%
CCM
1723
Carlson Capital Management
Minnesota
$381K +$13.1K +126 +4%
SIP
1724
Stoneridge Investment Partners
Pennsylvania
$376K – – –
JFGLC
1725
Johnson Financial Group LLC (Colorado)
Colorado
$375K +$12.4K +119 +3%
67 68
69
70 71