Chevron
CVX
1,776 hedge funds and large institutions have $144B invested in Chevron in 2014 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 711 increasing their positions, 769 reducing their positions, and 57 closing their positions.
4% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 57
8% less repeat investments, than reductions
Existing positions increased: 711 | Existing positions reduced: 769
1% less funds holding
Funds holding: 1,795 → 1,776 (-19)
1.29% less ownership
Funds ownership: 65.01% → 63.72% (-1.3%)
11% less capital invested
Capital invested by funds: $162B → $144B (-$17.7B)
12% less call options, than puts
Call options by funds: $1.65B | Put options by funds: $1.87B
26% less funds holding in top 10
Funds holding in top 10: 399 → 294 (-105)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$398M |
| 2 |
JP Morgan Chase
New York
|
+$304M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$275M |
| 4 |
RFS
Rockefeller Financial Services
New York
|
+$150M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$1.89B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$404M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$295M |
| 4 |
First Eagle Investment Management
New York
|
-$285M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$267M |
CVX Hedge Fund Activity: Q3 2014 in Review
1,776 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2014, worth a combined $144B — down 11% from $162B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of CVX and 55 opened new positions — a net loss of 2 holders — while 769 trimmed existing stakes and 711 added.
The largest buyer was Lord, Abbett & Co, adding an estimated $398M. The largest seller was Norges Bank, cutting an estimated $1.89B.
- 1,776 institutional investors held Chevron (CVX) as of Q3 2014, down from 1,795 in Q2 2014.
- Funds reported $144B of Chevron stock for Q3 2014, down 11% quarter-over-quarter.
- 55 funds opened new Chevron positions in Q3 2014 and 57 closed out, a net change of -2 holders.
- The largest Chevron buyer in Q3 2014 was Lord, Abbett & Co, an estimated $398M added.
- The largest Chevron seller in Q3 2014 was Norges Bank, an estimated $1.89B sold.
Based on aggregated 13F filings for Q3 2014.