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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
GC
1801
Gruss & Co
Florida
$501K
LAM
1802
Lingohr Asset Management
Germany
$501K
PAS
1803
Professional Advisory Services
Florida
$501K
RVPG
1804
Relative Value Partners Group
$501K
CWM
1805
Circle Wealth Management
New Jersey
$501K +$2.73K +23 +0.6%
OCM
1806
Orser Capital Management
Texas
$501K +$450K +3,792 New
DCM
1807
Driehaus Capital Management
Illinois
$501K +$474K +4,000 New
HHGA
1808
Halbert Hargrove Global Advisors
California
$500K +$593 +5 +0.1%
LA
1809
Legacy Advisors
Pennsylvania
$500K +$18K +152 +4%
UAS
1810
United Asset Strategies
New York
$500K +$474K +3,997 New
BL
1811
Balentine LLC
Georgia
$496K -$237 -2 -0.1%
UF
1812
Univest Financial
Pennsylvania
$494K
SP
1813
Successful Portfolios
Florida
$494K +$468K +3,947 New
FM
1814
Family Management
New York
$492K -$10.3K -87 -2%
VCM
1815
Vivaldi Capital Management
Illinois
$492K +$25K +211 +6%
MCM
1816
McRae Capital Management
New Jersey
$490K +$474 +4 +0.1%
WCWM
1817
Wooster Corthell Wealth Management
Connecticut
$487K +$35.6K +300 +8%
HFA
1818
High Falls Advisors
New York
$486K +$830 +7 +0.2%
AC
1819
Alexandria Capital
Virginia
$485K +$135K +1,138 +42%
TCB
1820
Texas Capital Bancshares
Texas
$484K -$6.17K -52 -1%
CWM
1821
Connecticut Wealth Management
Connecticut
$482K -$69.3K -584 -13%
AC
1822
Addison Capital
Pennsylvania
$482K -$35.6K -300 -7%
PFM
1823
Probabilities Fund Management
New York
$478K +$487K +4,111 New
EBSAM
1824
Eubel Brady & Suttman Asset Management
Ohio
$476K -$25.1K -212 -5%
IDBONY
1825
Israel Discount Bank of New York
New York
$476K -$19K -160 -4%

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.