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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
PAM
1976
Pope Asset Management
Tennessee
$300K
CG
1977
Corundum Group
Colorado
$298K +$237 +2 +0.1%
MCM
1978
Mitchell Capital Management
Kansas
$297K +$281K +2,371 New
SBWIC
1979
Schaper Benz & Wise Investment Counsel
Wisconsin
$296K +$29.6K +250 +12%
TAM
1980
Trillium Asset Management
Massachusetts
$295K
FDCC
1981
Foster Dykema Cabot & Co
Massachusetts
$293K -$8.06K -68 -3%
HFS
1982
Haverford Financial Services
Pennsylvania
$292K +$10.1K +85 +4%
DPI
1983
Diversified Portfolios Inc
Michigan
$292K +$277K +2,336 New
SLG
1984
Stanley-Laman Group
Pennsylvania
$291K -$35.6K -300 -11%
IWA
1985
Intercontinental Wealth Advisors
Texas
$289K +$4.39K +37 +2%
GAM
1986
Gould Asset Management
California
$289K +$36.4K +307 +15%
FAM
1987
Fenimore Asset Management
New York
$288K +$119 +1 +0%
VCP
1988
Vista Capital Partners
Oregon
$288K +$6.17K +52 +2%
AAM
1989
Ascension Asset Management
New York
$288K +$272K +2,298 New
PWM
1990
Paulson Wealth Management
Illinois
$288K +$273K +2,300 New
CCA
1991
Clearwater Capital Advisors
Illinois
$287K -$51.6K -435 -16%
GKWIM
1992
Gerber Kawasaki Wealth & Investment Management
California
$287K -$19K -160 -7%
MAP
1993
Milestone Advisory Partners
North Carolina
$287K +$272K +2,296 New
KM
1994
Kalos Management
Georgia
$283K +$66.4K +560 +32%
CPH
1995
C Partners Holding
Switzerland
$283K +$268K +2,264 New
WAM
1996
Wallington Asset Management
Indiana
$281K -$2.37K -20 -0.9%
SHJ
1997
Sharkey, Howes & Javer
Colorado
$280K
IOOF
1998
Independent Order of Foresters
Ontario, Canada
$279K -$113K -950 -30%
RIS
1999
Retirement Income Solutions
Michigan
$279K +$265K +2,231 New
MFT
2000
Moisand Fitzgerald Tamayo
Florida
$278K

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.