Chevron
CVX
1,766 hedge funds and large institutions have $143B invested in Chevron in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 737 increasing their positions, 767 reducing their positions, and 80 closing their positions.
49% more call options, than puts
Call options by funds: $1.74B | Put options by funds: $1.17B
0.39% less ownership
Funds ownership: 63.53% → 63.14% (-0.39%)
4% less repeat investments, than reductions
Existing positions increased: 737 | Existing positions reduced: 767
5% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 80
1% less funds holding
Funds holding: 1,786 → 1,766 (-20)
6% less capital invested
Capital invested by funds: $153B → $143B (-$9.31B)
13% less funds holding in top 10
Funds holding in top 10: 411 → 358 (-53)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$400M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$361M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$271M |
| 4 |
AC
Alleghany Corporation
New York
|
+$233M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$664M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$654M |
| 3 |
JP Morgan Chase
New York
|
-$479M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$444M |
| 5 |
State Street
Boston,
Massachusetts
|
-$399M |
CVX Hedge Fund Activity: Q1 2014 in Review
1,766 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2014, worth a combined $143B — down 6.1% from $153B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of CVX and 76 opened new positions — a net loss of 4 holders — while 767 trimmed existing stakes and 737 added.
The largest buyer was Wellington Management Group, adding an estimated $400M. The largest seller was Vanguard Group, cutting an estimated $664M.
- 1,766 institutional investors held Chevron (CVX) as of Q1 2014, down from 1,786 in Q4 2013.
- Funds reported $143B of Chevron stock for Q1 2014, down 6.1% quarter-over-quarter.
- 76 funds opened new Chevron positions in Q1 2014 and 80 closed out, a net change of -4 holders.
- The largest Chevron buyer in Q1 2014 was Wellington Management Group, an estimated $400M added.
- The largest Chevron seller in Q1 2014 was Vanguard Group, an estimated $664M sold.
Based on aggregated 13F filings for Q1 2014.