Chevron
CVX
1,876 hedge funds and large institutions have $122B invested in Chevron in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 780 increasing their positions, 784 reducing their positions, and 56 closing their positions.
27% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 56
20% more call options, than puts
Call options by funds: $2.95B | Put options by funds: $2.46B
0% less funds holding
Funds holding: 1,881 → 1,876 (-5)
0.29% less ownership
Funds ownership: 63.7% → 63.41% (-0.29%)
1% less repeat investments, than reductions
Existing positions increased: 780 | Existing positions reduced: 784
3% less capital invested
Capital invested by funds: $126B → $122B (-$3.73B)
12% less funds holding in top 10
Funds holding in top 10: 188 → 165 (-23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$730M |
| 2 |
State Street
Boston,
Massachusetts
|
+$454M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$340M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$227M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$226M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$699M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$377M |
| 3 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$314M |
| 4 |
GE
General Electric
Evendale,
Ohio
|
-$276M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$256M |
CVX Hedge Fund Activity: Q3 2016 in Review
1,876 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2016, worth a combined $122B — down 3% from $126B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new CVX positions and 56 closed out — a net gain of 15 holders — while 780 added to existing stakes and 784 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $730M. The largest seller was Macquarie Group, cutting an estimated $699M.
- 1,876 institutional investors held Chevron (CVX) as of Q3 2016, down from 1,881 in Q2 2016.
- Funds reported $122B of Chevron stock for Q3 2016, down 3% quarter-over-quarter.
- 71 funds opened new Chevron positions in Q3 2016 and 56 closed out, a net change of +15 holders.
- The largest Chevron buyer in Q3 2016 was Boston Partners, an estimated $730M added.
- The largest Chevron seller in Q3 2016 was Macquarie Group, an estimated $699M sold.
Based on aggregated 13F filings for Q3 2016.