Chevron
CVX
1,981 hedge funds and large institutions have $126B invested in Chevron in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 851 increasing their positions, 833 reducing their positions, and 79 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 851 | Existing positions reduced: 833
0.4% more ownership
Funds ownership: 63.47% → 63.86% (+0.4%)
2% less capital invested
Capital invested by funds: $129B → $126B (-$2.76B)
2% less funds holding
Funds holding: 2,015 → 1,981 (-34)
16% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 79
19% less funds holding in top 10
Funds holding in top 10: 139 → 112 (-27)
40% less call options, than puts
Call options by funds: $1.26B | Put options by funds: $2.11B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$415M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$337M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$298M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$267M |
| 5 |
BlackRock
New York
|
+$209M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$395M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$164M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$151M |
| 4 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$146M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$141M |
CVX Hedge Fund Activity: Q2 2017 in Review
1,981 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2017, worth a combined $126B — down 2.1% from $129B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of CVX and 66 opened new positions — a net loss of 13 holders — while 833 trimmed existing stakes and 851 added.
The largest buyer was Vanguard Group, adding an estimated $415M. The largest seller was T. Rowe Price Associates, cutting an estimated $395M.
- 1,981 institutional investors held Chevron (CVX) as of Q2 2017, down from 2,015 in Q1 2017.
- Funds reported $126B of Chevron stock for Q2 2017, down 2.1% quarter-over-quarter.
- 66 funds opened new Chevron positions in Q2 2017 and 79 closed out, a net change of -13 holders.
- The largest Chevron buyer in Q2 2017 was Vanguard Group, an estimated $415M added.
- The largest Chevron seller in Q2 2017 was T. Rowe Price Associates, an estimated $395M sold.
Based on aggregated 13F filings for Q2 2017.