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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
JRP
2251
Jasper Ridge Partners
California
-$306K -2,600 Closed
CFA
2252
Capstone Financial Advisors
Illinois
-$279K -2,376 Closed
BO
2253
Bach Option
Hong Kong
-$270K -2,275 Closed
MCM
2254
Marathon Capital Management
Maryland
-$260K -2,216 Closed
CAM
2255
Concorde Asset Management
Michigan
-$259K -2,205 Closed
ABP
2256
Arthur B. Page
-$235K -2,000 Closed
EVM
2257
Evelyn V. Moreno
-$232K -1,975 Closed
EF
2258
Empirical Finance
Pennsylvania
-$232K -1,971 Closed
WA
2259
Wealth Architects
California
-$231K -1,968 Closed
NFG
2260
NewFocus Financial Group
Washington
-$204K -1,738 Closed
MCIA
2261
Mountain Capital Investment Advisors
Colorado
-$178K -1,515 Closed
USGIU
2262
U.S. Global Investors (USGI)
Texas
-$154K -1,300 Closed
TCM
2263
Tributary Capital Management
Nebraska
-$93K -795 Closed
TJHA
2264
Thomas J. Herzfeld Advisors
Florida
-$85K -727 Closed
ABA
2265
American Beacon Advisors
Texas
-$64K -543 Closed
WAM
2266
Wolverine Asset Management
Illinois
-$44K -371 Closed
TDC
2267
Thompson Davis & Co
Virginia
-$43K -367 Closed
CWM
2268
Cranbrook Wealth Management
Michigan
-$26K -220 Closed
BIMC
2269
Benson Investment Management Company
Virginia
-$13K -108 Closed
OSAM
2270
O'Shaughnessy Asset Management
Connecticut
-$8K -71 Closed

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.