Chevron
CVX
1,665 hedge funds and large institutions have $151B invested in Chevron in 2013 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 675 increasing their positions, 710 reducing their positions, and 44 closing their positions.
61% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 44
3% more capital invested
Capital invested by funds: $147B → $151B (+$4.29B)
1% more funds holding
Funds holding: 1,653 → 1,665 (+12)
0.19% more ownership
Funds ownership: 64.18% → 64.36% (+0.19%)
5% less repeat investments, than reductions
Existing positions increased: 675 | Existing positions reduced: 710
4% less funds holding in top 10
Funds holding in top 10: 467 → 449 (-18)
17% less call options, than puts
Call options by funds: $1.18B | Put options by funds: $1.43B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$352M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$236M |
| 3 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$230M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$222M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$192M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$412M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$281M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$181M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$140M |
| 5 |
Axa
Paris,
France
|
-$126M |
CVX Hedge Fund Activity: Q3 2013 in Review
1,665 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2013, worth a combined $151B — up 2.9% from $147B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new CVX positions and 44 closed out — a net gain of 27 holders — while 675 added to existing stakes and 710 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $352M. The largest seller was Capital World Investors, cutting an estimated $412M.
- 1,665 institutional investors held Chevron (CVX) as of Q3 2013, up from 1,653 in Q2 2013.
- Funds reported $151B of Chevron stock for Q3 2013, up 2.9% quarter-over-quarter.
- 71 funds opened new Chevron positions in Q3 2013 and 44 closed out, a net change of +27 holders.
- The largest Chevron buyer in Q3 2013 was Wellington Management Group, an estimated $352M added.
- The largest Chevron seller in Q3 2013 was Capital World Investors, an estimated $412M sold.
Based on aggregated 13F filings for Q3 2013.