Chevron
CVX
1,846 hedge funds and large institutions have $111B invested in Chevron in 2016 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 892 increasing their positions, 684 reducing their positions, and 70 closing their positions.
36% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 70
30% more repeat investments, than reductions
Existing positions increased: 892 | Existing positions reduced: 684
28% more funds holding in top 10
Funds holding in top 10: 113 → 145 (+32)
2.08% more ownership
Funds ownership: 62.78% → 64.86% (+2.1%)
5% more capital invested
Capital invested by funds: $106B → $111B (+$4.79B)
0% more funds holding
Funds holding: 1,841 → 1,846 (+5)
13% less call options, than puts
Call options by funds: $2.04B | Put options by funds: $2.34B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$3.79B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$335M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$156M |
| 4 |
Goldman Sachs
New York
|
+$139M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$904M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$474M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$372M |
| 4 |
JP Morgan Chase
New York
|
-$305M |
| 5 |
IC
Institutional Capital
Chicago,
Illinois
|
-$269M |
CVX Hedge Fund Activity: Q1 2016 in Review
1,846 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2016, worth a combined $111B — up 4.5% from $106B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new CVX positions and 70 closed out — a net gain of 25 holders — while 892 added to existing stakes and 684 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $3.79B. The largest seller was Wellington Management Group, cutting an estimated $904M.
- 1,846 institutional investors held Chevron (CVX) as of Q1 2016, up from 1,841 in Q4 2015.
- Funds reported $111B of Chevron stock for Q1 2016, up 4.5% quarter-over-quarter.
- 95 funds opened new Chevron positions in Q1 2016 and 70 closed out, a net change of +25 holders.
- The largest Chevron buyer in Q1 2016 was Royal London Asset Management, an estimated $3.79B added.
- The largest Chevron seller in Q1 2016 was Wellington Management Group, an estimated $904M sold.
Based on aggregated 13F filings for Q1 2016.