Chevron
CVX
1,836 hedge funds and large institutions have $124B invested in Chevron in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 831 increasing their positions, 745 reducing their positions, and 75 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 831 | Existing positions reduced: 745
0.22% less ownership
Funds ownership: 63.15% → 62.92% (-0.22%)
5% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 75
1% less funds holding
Funds holding: 1,862 → 1,836 (-26)
7% less capital invested
Capital invested by funds: $134B → $124B (-$9.66B)
17% less call options, than puts
Call options by funds: $1.54B | Put options by funds: $1.86B
17% less funds holding in top 10
Funds holding in top 10: 211 → 175 (-36)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$726M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$590M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$197M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$183M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$178M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$382M |
| 2 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$274M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$224M |
| 4 |
State Street
Boston,
Massachusetts
|
-$211M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$188M |
CVX Hedge Fund Activity: Q1 2015 in Review
1,836 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2015, worth a combined $124B — down 7.2% from $134B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of CVX and 71 opened new positions — a net loss of 4 holders — while 745 trimmed existing stakes and 831 added.
The largest buyer was Capital World Investors, adding an estimated $726M. The largest seller was BlackRock Advisors, cutting an estimated $382M.
- 1,836 institutional investors held Chevron (CVX) as of Q1 2015, down from 1,862 in Q4 2014.
- Funds reported $124B of Chevron stock for Q1 2015, down 7.2% quarter-over-quarter.
- 71 funds opened new Chevron positions in Q1 2015 and 75 closed out, a net change of -4 holders.
- The largest Chevron buyer in Q1 2015 was Capital World Investors, an estimated $726M added.
- The largest Chevron seller in Q1 2015 was BlackRock Advisors, an estimated $382M sold.
Based on aggregated 13F filings for Q1 2015.