Chevron
CVX
1,785 hedge funds and large institutions have $153B invested in Chevron in 2013 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 665 increasing their positions, 721 reducing their positions, and 61 closing their positions.
228% more first-time investments, than exits
New positions opened: 200 | Existing positions closed: 61
7% more funds holding
Funds holding: 1,666 → 1,785 (+119)
7% more call options, than puts
Call options by funds: $1.39B | Put options by funds: $1.3B
1% more capital invested
Capital invested by funds: $151B → $153B (+$1.58B)
0.85% less ownership
Funds ownership: 64.37% → 63.52% (-0.85%)
8% less repeat investments, than reductions
Existing positions increased: 665 | Existing positions reduced: 721
8% less funds holding in top 10
Funds holding in top 10: 449 → 411 (-38)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$879M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$243M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$214M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$188M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$182M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.05B |
| 2 |
JP Morgan Chase
New York
|
-$740M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$375M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$356M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$262M |
CVX Hedge Fund Activity: Q4 2013 in Review
1,785 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2013, worth a combined $153B — up 1% from $151B a quarter earlier.
Buyers outnumbered sellers: 200 funds opened new CVX positions and 61 closed out — a net gain of 139 holders — while 665 added to existing stakes and 721 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $879M. The largest seller was Capital World Investors, cutting an estimated $1.05B.
- 1,785 institutional investors held Chevron (CVX) as of Q4 2013, up from 1,666 in Q3 2013.
- Funds reported $153B of Chevron stock for Q4 2013, up 1% quarter-over-quarter.
- 200 funds opened new Chevron positions in Q4 2013 and 61 closed out, a net change of +139 holders.
- The largest Chevron buyer in Q4 2013 was Fidelity Investments, an estimated $879M added.
- The largest Chevron seller in Q4 2013 was Capital World Investors, an estimated $1.05B sold.
Based on aggregated 13F filings for Q4 2013.