Chevron
CVX
1,842 hedge funds and large institutions have $106B invested in Chevron in 2015 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 641 increasing their positions, 872 reducing their positions, and 66 closing their positions.
152% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 66
41% more funds holding in top 10
Funds holding in top 10: 80 → 113 (+33)
15% more capital invested
Capital invested by funds: $91.8B → $106B (+$14.1B)
4% more funds holding
Funds holding: 1,766 → 1,842 (+76)
0.55% more ownership
Funds ownership: 62.22% → 62.78% (+0.55%)
26% less repeat investments, than reductions
Existing positions increased: 641 | Existing positions reduced: 872
30% less call options, than puts
Call options by funds: $1.84B | Put options by funds: $2.62B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$647M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$347M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$337M |
| 4 |
State Street
Boston,
Massachusetts
|
+$331M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$301M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$345M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$324M |
| 3 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
-$311M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$242M |
| 5 |
SG Americas Securities
New York
|
-$207M |
CVX Hedge Fund Activity: Q4 2015 in Review
1,842 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2015, worth a combined $106B — up 15% from $91.8B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new CVX positions and 66 closed out — a net gain of 100 holders — while 641 added to existing stakes and 872 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $647M. The largest seller was D.E. Shaw & Co, cutting an estimated $345M.
- 1,842 institutional investors held Chevron (CVX) as of Q4 2015, up from 1,766 in Q3 2015.
- Funds reported $106B of Chevron stock for Q4 2015, up 15% quarter-over-quarter.
- 166 funds opened new Chevron positions in Q4 2015 and 66 closed out, a net change of +100 holders.
- The largest Chevron buyer in Q4 2015 was Fidelity Investments, an estimated $647M added.
- The largest Chevron seller in Q4 2015 was D.E. Shaw & Co, an estimated $345M sold.
Based on aggregated 13F filings for Q4 2015.