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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
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$96.9M +$2.01M +16,909 +2%
LPL Financial
152
LPL Financial
California
$96.8M +$23.5M +198,134 +34%
Swedbank
153
Swedbank
Sweden
$96.6M -$34.7M -292,947 -28%
Luther King Capital Management (LKCM)
154
Luther King Capital Management (LKCM)
Texas
$95.2M +$15.2M +128,496 +20%
KeyBank National Association
155
KeyBank National Association
Ohio
$94.9M -$4.99M -42,046 -5%
WHG
156
Westwood Holdings Group
Texas
$93.9M +$158K +1,336 +0.2%
DekaBank Deutsche Girozentrale
157
DekaBank Deutsche Girozentrale
Germany
$93.4M
RCAMU
158
Rothschild & Co Asset Management US
Connecticut
$92.7M -$975K -8,220 -1%
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$92.5M -$49.5M -417,147 -36%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$92.3M -$602K -5,077 -0.7%
N
161
Nuveen
North Carolina
$91.8M -$1.98M -16,734 -2%
Victory Capital Management
162
Victory Capital Management
Texas
$91.5M +$19.5M +164,600 +29%
SAM
163
Silvercrest Asset Management
New York
$91.3M +$478K +4,034 +0.6%
VFA
164
Virtus Fund Advisers
Connecticut
$91M +$1.73M +14,631 +2%
JIM
165
Jupiter Investment Management
United Kingdom
$90.5M +$80.8M +681,644 +1,643%
CI
166
Cincinnati Insurance
Ohio
$89.6M
UCFA
167
United Capital Financial Advisors
Texas
$89M +$2.64M +22,234 +3%
EAM
168
Eagle Asset Management
Florida
$87.2M -$1.85M -15,621 -2%
Neuberger Berman Group
169
Neuberger Berman Group
New York
$85.4M +$20.3M +170,838 +33%
CIC
170
Crawford Investment Counsel
Georgia
$83.2M +$127K +1,071 +0.2%
JFL
171
Jarislowsky, Fraser Ltd
Quebec, Canada
$83.1M -$1.92M -16,217 -2%
KBC Group
172
KBC Group
Belgium
$82.6M +$5.93M +49,997 +8%
FWCM
173
Ferguson Wellman Capital Management
Oregon
$82.2M -$154K -1,298 -0.2%
Nomura Holdings
174
Nomura Holdings
Japan
$82.2M +$52.2M +440,135 +201%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$80.2M +$9.08M +76,594 +14%

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.