Chevron
CVX
2,251 hedge funds and large institutions have $160B invested in Chevron in 2018 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 915 increasing their positions, 978 reducing their positions, and 54 closing their positions.
115% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 54
39% more funds holding in top 10
Funds holding in top 10: 156 → 217 (+61)
12% more call options, than puts
Call options by funds: $1.9B | Put options by funds: $1.71B
12% more capital invested
Capital invested by funds: $143B → $160B (+$16.5B)
2% more funds holding
Funds holding: 2,212 → 2,251 (+39)
0.49% more ownership
Funds ownership: 65.69% → 66.18% (+0.49%)
6% less repeat investments, than reductions
Existing positions increased: 915 | Existing positions reduced: 978
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$454M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$406M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$372M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$326M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$239M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$723M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$376M |
| 3 |
Goldman Sachs
New York
|
-$267M |
| 4 |
Two Sigma Advisers
New York
|
-$196M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$191M |
CVX Hedge Fund Activity: Q2 2018 in Review
2,251 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2018, worth a combined $160B — up 12% from $143B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new CVX positions and 54 closed out — a net gain of 62 holders — while 915 added to existing stakes and 978 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $454M. The largest seller was Macquarie Group, cutting an estimated $723M.
- 2,251 institutional investors held Chevron (CVX) as of Q2 2018, up from 2,212 in Q1 2018.
- Funds reported $160B of Chevron stock for Q2 2018, up 12% quarter-over-quarter.
- 116 funds opened new Chevron positions in Q2 2018 and 54 closed out, a net change of +62 holders.
- The largest Chevron buyer in Q2 2018 was Wellington Management Group, an estimated $454M added.
- The largest Chevron seller in Q2 2018 was Macquarie Group, an estimated $723M sold.
Based on aggregated 13F filings for Q2 2018.