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Chevron
CVX

Overview Fund Activity

1,763 hedge funds and large institutions have $143B invested in Chevron in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 737 increasing their positions, 764 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
-20
Holders Change %
-1.12%
% of All Funds
50.95%
Holding in Top 10
357
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-12.93%
% of All Funds
10.32%
New
76
Increased
737
Reduced
764
Closed
80
Calls
$1.73B
Puts
$1.17B
Net Calls
+$567M
Net Calls Change
+$475M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$5.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.82B
3
Franklin Resources
Franklin Resources
California
$2.51B
4
AC
Alleghany Corporation
New York
$238M
5
NFA
Nationwide Fund Advisors
Ohio
$166M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$11.6B
2
Capital World Investors
Capital World Investors
California
$3.71B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.79B
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.16B
5
State Street
State Street
Massachusetts
$11.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
USGIU
1726
U.S. Global Investors (USGI)
Texas
$92K – – –
MUMSS
1727
Mitsubishi UFJ Morgan Stanley Securities
Japan
$92K +$27.5K +230 +43%
PCM
1728
Prelude Capital Management
New York
$89K -$722K -6,042 -89%
HIM
1729
Hillsdale Investment Management
Ontario, Canada
$89K – – –
HCM
1730
Horrell Capital Management
Arkansas
$84K – – –
CAW
1731
Cornerstone Advisors (Washington)
Washington
$81K +$81K +680 New
MDCM
1732
Morgan Dempsey Capital Management
Wisconsin
$80K -$10.3K -86 -11%
MIM
1733
Macroview Investment Management
Maryland
$80K +$80K +672 New
HCM
1734
Highlander Capital Management
New Jersey
$79.5K +$119 +1 +0.1%
JG
1735
Jefferies Group
New York
$78K -$246K -2,064 -76%
NC
1736
Nicholas Company
Wisconsin
$71K -$178K -1,500 -71%
ECM
1737
Exchange Capital Management
Michigan
$66K +$16.9K +141 +34%
CL
1738
CFS LLC
Oklahoma
$61K – – –
EP
1739
Edinburgh Partners
United Kingdom
$58K -$6.83M -57,545 -99%
LWA
1740
Lenox Wealth Advisors
New York
$49K +$15.7K +132 +47%
SMG
1741
Spectrum Management Group
Indiana
$48K – – –
SFU
1742
Stonehage Fleming (UK)
United Kingdom
$47K -$14.3K -1,400 -23%
EAMA
1743
EFG Asset Management (Americas)
Florida
$45K +$10.7K +89 +31%
BCI
1744
Brinker Capital Investments
Pennsylvania
$44K – – –
BBPWM
1745
Blue Bell Private Wealth Management
Pennsylvania
$40K – – –
MIP
1746
Mondrian Investment Partners
United Kingdom
$36K – – –
BCAM
1747
Boston Common Asset Management
Massachusetts
$36K +$36K +300 New
FAM
1748
Fred Alger Management
New York
$31K +$2.5K +21 +9%
FIG
1749
Fusion Investment Group
Pennsylvania
$27K – – –
TDC
1750
Thompson Davis & Co
Virginia
$24K -$8.49K -70 -26%
68 69
70
71 72