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Chevron

2,370 hedge funds and large institutions have $109B invested in Chevron in 2020 Q2 according to their latest regulatory filings, with 197 funds opening new positions, 943 increasing their positions, 1,046 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 126

22% more capital invested

Capital invested by funds: $89.3B → $109B (+$19.6B)

18% more call options, than puts

Call options by funds: $1.67B | Put options by funds: $1.42B

11% more funds holding in top 10

Funds holding in top 10: 5561 (+6)

2% more funds holding

Funds holding: 2,3182,370 (+52)

0.13% less ownership

Funds ownership: 65.57%65.44% (-0.13%)

10% less repeat investments, than reductions

Existing positions increased: 943 | Existing positions reduced: 1,046

Holders
2,370
Holders Change
+52
Holders Change %
+2.24%
% of All Funds
48.59%
Holding in Top 10
61
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.91%
% of All Funds
1.25%
New
197
Increased
943
Reduced
1,046
Closed
126
Calls
$1.67B
Puts
$1.42B
Net Calls
+$250M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
251
Gofen & Glossberg
Illinois
$28M -$1.86M -20,759 -6%
AC
252
Alley Company
Illinois
$27.9M +$7.13M +79,682 +34%
WI
253
Wafra Inc
New York
$27.8M +$11M +122,506 +65%
FCI
254
Financial Counselors Inc
Kansas
$27.5M +$6.35M +70,977 +30%
DLA
255
Douglas Lane & Associates
New York
$27.4M +$4.13M +46,142 +18%
Dodge & Cox
256
Dodge & Cox
California
$27.4M -$551K -6,151 -2%
MSE
257
MUFG Securities EMEA
United Kingdom
$27.3M +$18.4M +205,816 +206%
Parallax Volatility Advisers
258
Parallax Volatility Advisers
California
$27.2M -$3.97M -44,344 -13%
BCIM
259
British Columbia Investment Management
British Columbia, Canada
$26.9M +$8.47M +94,594 +46%
CIBC World Market
260
CIBC World Market
Ontario, Canada
$26.7M +$3.71M +41,468 +16%
WF
261
Welch & Forbes
Massachusetts
$26.5M +$864K +9,645 +3%
WG
262
Welch Group
Alabama
$26.4M +$732K +8,178 +3%
QI
263
QS Investors
New York
$25.8M -$15.9M -177,364 -38%
MNG
264
Manning & Napier Group
New York
$25.7M -$45.8M -511,381 -64%
AQR Capital Management
265
AQR Capital Management
Connecticut
$25.5M +$579K +6,465 +2%
CSIC
266
Clifford Swan Investment Counsel
California
$25.4M +$585K +6,529 +2%
WT
267
Whittier Trust
California
$25.4M +$312K +3,482 +1%
IWS
268
Insight Wealth Strategies
California
$25.2M -$32.4K -362 -0.1%
JIM
269
Jupiter Investment Management
United Kingdom
$24.8M +$24.3M +271,485 +4,307%
CCM
270
Covington Capital Management
California
$24.5M +$543K +6,060 +2%
RHBC
271
R.H. Bluestein & Co
Michigan
$24.5M +$2.77M +30,919 +13%
Alyeska Investment Group
272
Alyeska Investment Group
Illinois
$24.4M -$9.92M -110,820 -29%
LCM
273
Logan Capital Management
Pennsylvania
$24.3M +$7.2M +80,457 +42%
NAM
274
Nissay Asset Management
Japan
$24.3M +$881K +9,839 +4%
WB
275
WesBanco Bank
West Virginia
$24.3M -$35.8K -400 -0.1%

CVX Hedge Fund Activity: Q2 2020 in Review

2,370 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2020, worth a combined $109B — up 22% from $89.3B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new CVX positions and 126 closed out — a net gain of 71 holders — while 943 added to existing stakes and 1,046 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $925M. The largest seller was Wellington Management Group, cutting an estimated $899M.

  • 2,370 institutional investors held Chevron (CVX) as of Q2 2020, up from 2,318 in Q1 2020.
  • Funds reported $109B of Chevron stock for Q2 2020, up 22% quarter-over-quarter.
  • 197 funds opened new Chevron positions in Q2 2020 and 126 closed out, a net change of +71 holders.
  • The largest Chevron buyer in Q2 2020 was Capital Research Global Investors, an estimated $925M added.
  • The largest Chevron seller in Q2 2020 was Wellington Management Group, an estimated $899M sold.

Based on aggregated 13F filings for Q2 2020.