Chevron
CVX
1,848 hedge funds and large institutions have $112B invested in Chevron in 2016 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 890 increasing their positions, 687 reducing their positions, and 70 closing their positions.
36% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 70
30% more repeat investments, than reductions
Existing positions increased: 890 | Existing positions reduced: 687
28% more funds holding in top 10
Funds holding in top 10: 113 → 145 (+32)
6% more capital invested
Capital invested by funds: $106B → $112B (+$6.12B)
0% more funds holding
Funds holding: 1,843 → 1,848 (+5)
0.18% less ownership
Funds ownership: 62.72% → 62.54% (-0.18%)
13% less call options, than puts
Call options by funds: $2.04B | Put options by funds: $2.34B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$335M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$156M |
| 3 |
Goldman Sachs
New York
|
+$139M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$136M |
| 5 |
Swiss National Bank
Zurich,
Switzerland
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$904M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$474M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$372M |
| 4 |
JP Morgan Chase
New York
|
-$305M |
| 5 |
IC
Institutional Capital
Chicago,
Illinois
|
-$269M |
CVX Hedge Fund Activity: Q1 2016 in Review
1,848 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2016, worth a combined $112B — up 5.8% from $106B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new CVX positions and 70 closed out — a net gain of 25 holders — while 890 added to existing stakes and 687 trimmed.
The largest buyer was Vanguard Group, adding an estimated $335M. The largest seller was Wellington Management Group, cutting an estimated $904M.
- 1,848 institutional investors held Chevron (CVX) as of Q1 2016, up from 1,843 in Q4 2015.
- Funds reported $112B of Chevron stock for Q1 2016, up 5.8% quarter-over-quarter.
- 95 funds opened new Chevron positions in Q1 2016 and 70 closed out, a net change of +25 holders.
- The largest Chevron buyer in Q1 2016 was Vanguard Group, an estimated $335M added.
- The largest Chevron seller in Q1 2016 was Wellington Management Group, an estimated $904M sold.
Based on aggregated 13F filings for Q1 2016.