Chevron
CVX
1,795 hedge funds and large institutions have $162B invested in Chevron in 2014 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 687 increasing their positions, 805 reducing their positions, and 38 closing their positions.
103% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 38
13% more capital invested
Capital invested by funds: $143B → $162B (+$18.7B)
11% more funds holding in top 10
Funds holding in top 10: 358 → 399 (+41)
1.87% more ownership
Funds ownership: 63.14% → 65.01% (+1.9%)
2% more funds holding
Funds holding: 1,766 → 1,795 (+29)
7% more call options, than puts
Call options by funds: $1.94B | Put options by funds: $1.82B
15% less repeat investments, than reductions
Existing positions increased: 687 | Existing positions reduced: 805
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$1.75B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.02B |
| 3 |
JP Morgan Chase
New York
|
+$589M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$491M |
| 5 |
State Street
Boston,
Massachusetts
|
+$401M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$220M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$214M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$204M |
| 4 |
LBG
Lloyds Banking Group
London,
United Kingdom
|
-$163M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$137M |
CVX Hedge Fund Activity: Q2 2014 in Review
1,795 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2014, worth a combined $162B — up 13% from $143B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new CVX positions and 38 closed out — a net gain of 39 holders — while 687 added to existing stakes and 805 trimmed.
The largest buyer was Norges Bank, adding an estimated $1.75B. The largest seller was Capital World Investors, cutting an estimated $220M.
- 1,795 institutional investors held Chevron (CVX) as of Q2 2014, up from 1,766 in Q1 2014.
- Funds reported $162B of Chevron stock for Q2 2014, up 13% quarter-over-quarter.
- 77 funds opened new Chevron positions in Q2 2014 and 38 closed out, a net change of +39 holders.
- The largest Chevron buyer in Q2 2014 was Norges Bank, an estimated $1.75B added.
- The largest Chevron seller in Q2 2014 was Capital World Investors, an estimated $220M sold.
Based on aggregated 13F filings for Q2 2014.