Chevron
CVX
1,847 hedge funds and large institutions have $112B invested in Chevron in 2015 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 806 increasing their positions, 736 reducing their positions, and 67 closing their positions.
46% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 67
10% more repeat investments, than reductions
Existing positions increased: 806 | Existing positions reduced: 736
1% more funds holding
Funds holding: 1,836 → 1,847 (+11)
0.95% less ownership
Funds ownership: 62.92% → 61.97% (-0.95%)
10% less capital invested
Capital invested by funds: $124B → $112B (-$12.1B)
19% less funds holding in top 10
Funds holding in top 10: 175 → 141 (-34)
26% less call options, than puts
Call options by funds: $1.27B | Put options by funds: $1.71B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$400M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$293M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$271M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$213M |
| 5 |
Two Sigma Investments
New York
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$573M |
| 2 |
State Street
Boston,
Massachusetts
|
-$368M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$288M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$279M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$264M |
CVX Hedge Fund Activity: Q2 2015 in Review
1,847 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2015, worth a combined $112B — down 9.7% from $124B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new CVX positions and 67 closed out — a net gain of 31 holders — while 806 added to existing stakes and 736 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $400M. The largest seller was JP Morgan Chase, cutting an estimated $573M.
- 1,847 institutional investors held Chevron (CVX) as of Q2 2015, up from 1,836 in Q1 2015.
- Funds reported $112B of Chevron stock for Q2 2015, down 9.7% quarter-over-quarter.
- 98 funds opened new Chevron positions in Q2 2015 and 67 closed out, a net change of +31 holders.
- The largest Chevron buyer in Q2 2015 was D.E. Shaw & Co, an estimated $400M added.
- The largest Chevron seller in Q2 2015 was JP Morgan Chase, an estimated $573M sold.
Based on aggregated 13F filings for Q2 2015.