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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
AI
1751
Accredited Investors
Minnesota
$549K +$15.2K +127 +3%
AAM
1752
Aureus Asset Management
Massachusetts
$547K -$46.1K -386 -7%
SLA
1753
Silver Lake Advisory
Utah
$544K -$598 -5 -0.1%
FBFS
1754
First Business Financial Services
Wisconsin
$542K -$131K -1,097 -19%
TF
1755
TLWM Financial
Texas
$536K +$26.7K +223 +5%
ZAM
1756
Zevin Asset Management
Massachusetts
$533K -$154K -1,286 -22%
Aristotle Capital Management
1757
Aristotle Capital Management
California
$533K -$125K -1,043 -18%
NGA
1758
Naples Global Advisors
Florida
$533K +$10.8K +90 +2%
SFI
1759
SPC Financial Inc
Maryland
$532K -$29.8K -249 -5%
CM
1760
CoreCommodity Management
Connecticut
$532K +$956 +8 +0.2%
SCP
1761
Sandhill Capital Partners
New York
$532K +$10.3K +86 +2%
BB
1762
Bell Bank
North Dakota
$531K
CAM
1763
Covenant Asset Management
New Jersey
$530K +$172K +1,440 +45%
BAM
1764
Brave Asset Management
New Jersey
$528K +$31.6K +264 +6%
WIC
1765
Wilkins Investment Counsel
Massachusetts
$526K -$17.9K -150 -3%
DMC
1766
Drexel Morgan & Co
Pennsylvania
$525K
AWCI
1767
Alpine Woods Capital Investors
New York
$523K
NL
1768
NVWM LLC
Pennsylvania
$522K -$656K -5,490 -54%
CCG
1769
Chatham Capital Group
Georgia
$522K -$33K -276 -6%
MYIA
1770
Mount Yale Investment Advisors
Colorado
$522K +$547K +4,574 New
BCM
1771
Brookstone Capital Management
Illinois
$521K -$24.4K -204 -4%
ECM
1772
Elgethun Capital Management
South Dakota
$521K +$1.08K +9 +0.2%
VIA
1773
Vantage Investment Advisors
Pennsylvania
$518K -$110K -917 -17%
EF
1774
Empirical Finance
Pennsylvania
$518K +$503K +4,204 New
PIA
1775
Peachtree Investment Advisors
Georgia
$517K -$69.9K -585 -11%

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.