Chevron
CVX
1,994 hedge funds and large institutions have $143B invested in Chevron in 2016 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 746 increasing their positions, 828 reducing their positions, and 57 closing their positions.
263% more first-time investments, than exits
New positions opened: 207 | Existing positions closed: 57
55% more funds holding in top 10
Funds holding in top 10: 165 → 255 (+90)
17% more capital invested
Capital invested by funds: $122B → $143B (+$20.6B)
6% more funds holding
Funds holding: 1,876 → 1,994 (+118)
0.75% more ownership
Funds ownership: 63.41% → 64.16% (+0.75%)
10% less repeat investments, than reductions
Existing positions increased: 746 | Existing positions reduced: 828
31% less call options, than puts
Call options by funds: $2.33B | Put options by funds: $3.36B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$490M |
| 2 |
Morgan Stanley
New York
|
+$408M |
| 3 |
State Street
Boston,
Massachusetts
|
+$405M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$336M |
| 5 |
Asset Management One
Tokyo,
Japan
|
+$328M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$472M |
| 2 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$309M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$256M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$229M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$174M |
CVX Hedge Fund Activity: Q4 2016 in Review
1,994 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2016, worth a combined $143B — up 17% from $122B a quarter earlier.
Buyers outnumbered sellers: 207 funds opened new CVX positions and 57 closed out — a net gain of 150 holders — while 746 added to existing stakes and 828 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $490M. The largest seller was Fidelity Investments, cutting an estimated $472M.
- 1,994 institutional investors held Chevron (CVX) as of Q4 2016, up from 1,876 in Q3 2016.
- Funds reported $143B of Chevron stock for Q4 2016, up 17% quarter-over-quarter.
- 207 funds opened new Chevron positions in Q4 2016 and 57 closed out, a net change of +150 holders.
- The largest Chevron buyer in Q4 2016 was T. Rowe Price Associates, an estimated $490M added.
- The largest Chevron seller in Q4 2016 was Fidelity Investments, an estimated $472M sold.
Based on aggregated 13F filings for Q4 2016.