Chevron
CVX
1,861 hedge funds and large institutions have $134B invested in Chevron in 2014 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 775 increasing their positions, 728 reducing their positions, and 78 closing their positions.
129% more first-time investments, than exits
New positions opened: 179 | Existing positions closed: 78
5% more funds holding
Funds holding: 1,776 → 1,861 (+85)
6% more repeat investments, than reductions
Existing positions increased: 775 | Existing positions reduced: 728
0.58% less ownership
Funds ownership: 63.72% → 63.14% (-0.58%)
7% less capital invested
Capital invested by funds: $144B → $134B (-$10.5B)
11% less call options, than puts
Call options by funds: $1.92B | Put options by funds: $2.15B
29% less funds holding in top 10
Funds holding in top 10: 294 → 210 (-84)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$747M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$444M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$292M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$206M |
| 5 |
Morgan Stanley
New York
|
+$139M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$532M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$481M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$466M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$409M |
| 5 |
AC
Alleghany Corporation
New York
|
-$239M |
CVX Hedge Fund Activity: Q4 2014 in Review
1,861 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2014, worth a combined $134B — down 7.3% from $144B a quarter earlier.
Buyers outnumbered sellers: 179 funds opened new CVX positions and 78 closed out — a net gain of 101 holders — while 775 added to existing stakes and 728 trimmed.
The largest buyer was State Street, adding an estimated $747M. The largest seller was JP Morgan Chase, cutting an estimated $532M.
- 1,861 institutional investors held Chevron (CVX) as of Q4 2014, up from 1,776 in Q3 2014.
- Funds reported $134B of Chevron stock for Q4 2014, down 7.3% quarter-over-quarter.
- 179 funds opened new Chevron positions in Q4 2014 and 78 closed out, a net change of +101 holders.
- The largest Chevron buyer in Q4 2014 was State Street, an estimated $747M added.
- The largest Chevron seller in Q4 2014 was JP Morgan Chase, an estimated $532M sold.
Based on aggregated 13F filings for Q4 2014.