Chevron
CVX
2,590 hedge funds and large institutions have $152B invested in Chevron in 2019 Q4 according to their latest regulatory filings, with 311 funds opening new positions, 1,021 increasing their positions, 1,021 reducing their positions, and 70 closing their positions.
344% more first-time investments, than exits
New positions opened: 311 | Existing positions closed: 70
8% more funds holding
Funds holding: 2,388 → 2,590 (+202)
5% more call options, than puts
Call options by funds: $1.81B | Put options by funds: $1.72B
1% more capital invested
Capital invested by funds: $150B → $152B (+$1.87B)
0.14% more ownership
Funds ownership: 66.49% → 66.63% (+0.14%)
0% more repeat investments, than reductions
Existing positions increased: 1,021 | Existing positions reduced: 1,021
16% less funds holding in top 10
Funds holding in top 10: 129 → 109 (-20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$248M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$209M |
| 3 |
State Street
Boston,
Massachusetts
|
+$195M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$168M |
| 5 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$575M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$446M |
| 3 |
BlackRock
New York
|
-$427M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$260M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
-$251M |
CVX Hedge Fund Activity: Q4 2019 in Review
2,590 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2019, worth a combined $152B — up 1.2% from $150B a quarter earlier.
Buyers outnumbered sellers: 311 funds opened new CVX positions and 70 closed out — a net gain of 241 holders — while 1,021 added to existing stakes and 1,021 trimmed.
The largest buyer was Truist Financial, adding an estimated $248M. The largest seller was LSV Asset Management, cutting an estimated $575M.
- 2,590 institutional investors held Chevron (CVX) as of Q4 2019, up from 2,388 in Q3 2019.
- Funds reported $152B of Chevron stock for Q4 2019, up 1.2% quarter-over-quarter.
- 311 funds opened new Chevron positions in Q4 2019 and 70 closed out, a net change of +241 holders.
- The largest Chevron buyer in Q4 2019 was Truist Financial, an estimated $248M added.
- The largest Chevron seller in Q4 2019 was LSV Asset Management, an estimated $575M sold.
Based on aggregated 13F filings for Q4 2019.