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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
PFM
1826
Probabilities Fund Management
New York
$451K -$19.2K -161 -4%
UF
1827
Univest Financial
Pennsylvania
$450K
FM
1828
Family Management
New York
$449K
WPA
1829
West Paces Advisors
Georgia
$447K +$161K +1,344 +52%
CCP
1830
Cardan Capital Partners
Colorado
$446K +$467K +3,907 New
TFS
1831
TrustCore Financial Services
Tennessee
$445K +$40.6K +340 +10%
HFA
1832
High Falls Advisors
New York
$444K +$837 +7 +0.2%
TAM
1833
Trillium Asset Management
Massachusetts
$442K +$182K +1,521 +65%
CFSG
1834
Community Financial Services Group
Vermont
$441K +$74.4K +622 +19%
FWCM
1835
First Western Capital Management
California
$440K -$89.1K -745 -16%
AC
1836
Addison Capital
Pennsylvania
$440K +$1.44K +12 +0.3%
RIG
1837
Renaissance Investment Group
Massachusetts
$438K -$84.3K -705 -16%
BCM
1838
Bluefin Capital Management
New York
$437K -$53.8K -450 -11%
IDBONY
1839
Israel Discount Bank of New York
New York
$437K +$3.35K +28 +0.7%
RPC
1840
Rossmore Private Capital
Connecticut
$436K +$20.2K +169 +5%
EBSAM
1841
Eubel Brady & Suttman Asset Management
Ohio
$435K +$1.79K +15 +0.4%
KF
1842
Krilogy Financial
Missouri
$435K +$17.6K +147 +4%
MCM
1843
McRae Capital Management
New Jersey
$434K -$12K -100 -3%
WMC
1844
Westwood Management Corporation
Illinois
$433K
NERM
1845
New England Research & Management
Illinois
$433K +$454K +3,800 New
PHAM
1846
Palisades Hudson Asset Management
Florida
$430K
LA
1847
LexAurum Advisors
Kansas
$425K -$12.8K -107 -3%
AC
1848
Alexandria Capital
Virginia
$421K -$22.7K -190 -5%
SMH
1849
Sanders Morris Harris
Texas
$421K
BRF
1850
B. Riley Financial
California
$418K -$2.75K -23 -0.6%

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.