Chevron
CVX
1,880 hedge funds and large institutions have $126B invested in Chevron in 2016 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 764 increasing their positions, 799 reducing their positions, and 52 closing their positions.
104% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 52
30% more funds holding in top 10
Funds holding in top 10: 145 → 188 (+43)
13% more capital invested
Capital invested by funds: $111B → $126B (+$14.9B)
2% more funds holding
Funds holding: 1,846 → 1,880 (+34)
4% less repeat investments, than reductions
Existing positions increased: 764 | Existing positions reduced: 799
8% less call options, than puts
Call options by funds: $2.33B | Put options by funds: $2.53B
1.15% less ownership
Funds ownership: 64.86% → 63.7% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.05B |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$686M |
| 3 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$307M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$284M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$199M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$4.37B |
| 2 |
Franklin Resources
San Mateo,
California
|
-$529M |
| 3 |
IC
Institutional Capital
Chicago,
Illinois
|
-$295M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$199M |
| 5 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$143M |
CVX Hedge Fund Activity: Q2 2016 in Review
1,880 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2016, worth a combined $126B — up 13% from $111B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new CVX positions and 52 closed out — a net gain of 54 holders — while 764 added to existing stakes and 799 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $1.05B. The largest seller was Royal London Asset Management, cutting an estimated $4.37B.
- 1,880 institutional investors held Chevron (CVX) as of Q2 2016, up from 1,846 in Q1 2016.
- Funds reported $126B of Chevron stock for Q2 2016, up 13% quarter-over-quarter.
- 106 funds opened new Chevron positions in Q2 2016 and 52 closed out, a net change of +54 holders.
- The largest Chevron buyer in Q2 2016 was Capital Research Global Investors, an estimated $1.05B added.
- The largest Chevron seller in Q2 2016 was Royal London Asset Management, an estimated $4.37B sold.
Based on aggregated 13F filings for Q2 2016.