Chevron
CVX
2,388 hedge funds and large institutions have $150B invested in Chevron in 2019 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 1,043 increasing their positions, 984 reducing their positions, and 75 closing their positions.
26% more call options, than puts
Call options by funds: $1.95B | Put options by funds: $1.55B
15% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 75
6% more repeat investments, than reductions
Existing positions increased: 1,043 | Existing positions reduced: 984
0.24% less ownership
Funds ownership: 66.73% → 66.49% (-0.24%)
0% less funds holding
Funds holding: 2,394 → 2,388 (-6)
5% less capital invested
Capital invested by funds: $158B → $150B (-$7.99B)
22% less funds holding in top 10
Funds holding in top 10: 165 → 129 (-36)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$389M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$358M |
| 3 |
JP Morgan Chase
New York
|
+$299M |
| 4 |
Two Sigma Investments
New York
|
+$153M |
| 5 |
Two Sigma Advisers
New York
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$410M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$372M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$258M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$251M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$241M |
CVX Hedge Fund Activity: Q3 2019 in Review
2,388 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2019, worth a combined $150B — down 5.1% from $158B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new CVX positions and 75 closed out — a net gain of 11 holders — while 1,043 added to existing stakes and 984 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $389M. The largest seller was Boston Partners, cutting an estimated $410M.
- 2,388 institutional investors held Chevron (CVX) as of Q3 2019, down from 2,394 in Q2 2019.
- Funds reported $150B of Chevron stock for Q3 2019, down 5.1% quarter-over-quarter.
- 86 funds opened new Chevron positions in Q3 2019 and 75 closed out, a net change of +11 holders.
- The largest Chevron buyer in Q3 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $389M added.
- The largest Chevron seller in Q3 2019 was Boston Partners, an estimated $410M sold.
Based on aggregated 13F filings for Q3 2019.