Chevron
CVX
2,015 hedge funds and large institutions have $129B invested in Chevron in 2017 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 797 increasing their positions, 888 reducing their positions, and 74 closing their positions.
55% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 74
1% more funds holding
Funds holding: 1,994 → 2,015 (+21)
0.69% less ownership
Funds ownership: 64.16% → 63.47% (-0.69%)
9% less capital invested
Capital invested by funds: $143B → $129B (-$13.5B)
10% less repeat investments, than reductions
Existing positions increased: 797 | Existing positions reduced: 888
28% less call options, than puts
Call options by funds: $1.49B | Put options by funds: $2.07B
45% less funds holding in top 10
Funds holding in top 10: 255 → 139 (-116)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$13.3B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$520M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$297M |
| 4 |
Two Sigma Advisers
New York
|
+$207M |
| 5 |
JP Morgan Chase
New York
|
+$203M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.01B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$815M |
| 3 |
O
OppenheimerFunds
New York
|
-$368M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$315M |
| 5 |
Lazard Asset Management
New York
|
-$187M |
CVX Hedge Fund Activity: Q1 2017 in Review
2,015 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2017, worth a combined $129B — down 9.5% from $143B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new CVX positions and 74 closed out — a net gain of 41 holders — while 797 added to existing stakes and 888 trimmed.
The largest buyer was BlackRock, adding an estimated $13.3B. The largest seller was Capital World Investors, cutting an estimated $1.01B.
- 2,015 institutional investors held Chevron (CVX) as of Q1 2017, up from 1,994 in Q4 2016.
- Funds reported $129B of Chevron stock for Q1 2017, down 9.5% quarter-over-quarter.
- 115 funds opened new Chevron positions in Q1 2017 and 74 closed out, a net change of +41 holders.
- The largest Chevron buyer in Q1 2017 was BlackRock, an estimated $13.3B added.
- The largest Chevron seller in Q1 2017 was Capital World Investors, an estimated $1.01B sold.
Based on aggregated 13F filings for Q1 2017.