Chevron
CVX
2,250 hedge funds and large institutions have $160B invested in Chevron in 2018 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 914 increasing their positions, 978 reducing their positions, and 54 closing their positions.
113% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 54
39% more funds holding in top 10
Funds holding in top 10: 156 → 217 (+61)
12% more capital invested
Capital invested by funds: $143B → $160B (+$16.6B)
11% more call options, than puts
Call options by funds: $1.9B | Put options by funds: $1.71B
2% more funds holding
Funds holding: 2,213 → 2,250 (+37)
0.46% more ownership
Funds ownership: 65.61% → 66.08% (+0.46%)
7% less repeat investments, than reductions
Existing positions increased: 914 | Existing positions reduced: 978
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$454M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$406M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$372M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$326M |
| 5 |
Millennium Management
New York
|
+$207M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$723M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$376M |
| 3 |
Goldman Sachs
New York
|
-$267M |
| 4 |
Two Sigma Advisers
New York
|
-$196M |
| 5 |
Barclays
London,
United Kingdom
|
-$173M |
CVX Hedge Fund Activity: Q2 2018 in Review
2,250 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2018, worth a combined $160B — up 12% from $143B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new CVX positions and 54 closed out — a net gain of 61 holders — while 914 added to existing stakes and 978 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $454M. The largest seller was Macquarie Group, cutting an estimated $723M.
- 2,250 institutional investors held Chevron (CVX) as of Q2 2018, up from 2,213 in Q1 2018.
- Funds reported $160B of Chevron stock for Q2 2018, up 12% quarter-over-quarter.
- 115 funds opened new Chevron positions in Q2 2018 and 54 closed out, a net change of +61 holders.
- The largest Chevron buyer in Q2 2018 was Wellington Management Group, an estimated $454M added.
- The largest Chevron seller in Q2 2018 was Macquarie Group, an estimated $723M sold.
Based on aggregated 13F filings for Q2 2018.