Chevron
CVX
1,882 hedge funds and large institutions have $125B invested in Chevron in 2016 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 764 increasing their positions, 800 reducing their positions, and 52 closing their positions.
104% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 52
30% more funds holding in top 10
Funds holding in top 10: 145 → 188 (+43)
11% more capital invested
Capital invested by funds: $112B → $125B (+$12.6B)
2% more funds holding
Funds holding: 1,848 → 1,882 (+34)
0.79% more ownership
Funds ownership: 62.54% → 63.33% (+0.79%)
5% less repeat investments, than reductions
Existing positions increased: 764 | Existing positions reduced: 800
8% less call options, than puts
Call options by funds: $2.33B | Put options by funds: $2.53B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.05B |
| 2 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$307M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$284M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$199M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$529M |
| 2 |
IC
Institutional Capital
Chicago,
Illinois
|
-$295M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$199M |
| 4 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$143M |
| 5 |
LPL Financial
San Diego,
California
|
-$101M |
CVX Hedge Fund Activity: Q2 2016 in Review
1,882 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2016, worth a combined $125B — up 11% from $112B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new CVX positions and 52 closed out — a net gain of 54 holders — while 764 added to existing stakes and 800 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $1.05B. The largest seller was Franklin Resources, cutting an estimated $529M.
- 1,882 institutional investors held Chevron (CVX) as of Q2 2016, up from 1,848 in Q1 2016.
- Funds reported $125B of Chevron stock for Q2 2016, up 11% quarter-over-quarter.
- 106 funds opened new Chevron positions in Q2 2016 and 52 closed out, a net change of +54 holders.
- The largest Chevron buyer in Q2 2016 was Capital Research Global Investors, an estimated $1.05B added.
- The largest Chevron seller in Q2 2016 was Franklin Resources, an estimated $529M sold.
Based on aggregated 13F filings for Q2 2016.