Chevron
CVX
2,317 hedge funds and large institutions have $89.2B invested in Chevron in 2020 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 941 increasing their positions, 1,105 reducing their positions, and 361 closing their positions.
10% more call options, than puts
Call options by funds: $1.22B | Put options by funds: $1.1B
1.07% less ownership
Funds ownership: 66.55% → 65.49% (-1.1%)
11% less funds holding
Funds holding: 2,590 → 2,317 (-273)
15% less repeat investments, than reductions
Existing positions increased: 941 | Existing positions reduced: 1,105
41% less capital invested
Capital invested by funds: $152B → $89.2B (-$62.4B)
50% less funds holding in top 10
Funds holding in top 10: 109 → 55 (-54)
65% less first-time investments, than exits
New positions opened: 128 | Existing positions closed: 361
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$614M |
| 2 |
BlackRock
New York
|
+$613M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$489M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$442M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$432M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.56B |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$468M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$429M |
| 4 |
JP Morgan Chase
New York
|
-$413M |
| 5 |
Lazard Asset Management
New York
|
-$389M |
CVX Hedge Fund Activity: Q1 2020 in Review
2,317 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2020, worth a combined $89.2B — down 41% from $152B a quarter earlier.
Sellers outnumbered buyers: 361 funds closed out of CVX and 128 opened new positions — a net loss of 233 holders — while 1,105 trimmed existing stakes and 941 added.
The largest buyer was Vanguard Group, adding an estimated $614M. The largest seller was Wellington Management Group, cutting an estimated $1.56B.
- 2,317 institutional investors held Chevron (CVX) as of Q1 2020, down from 2,590 in Q4 2019.
- Funds reported $89.2B of Chevron stock for Q1 2020, down 41% quarter-over-quarter.
- 128 funds opened new Chevron positions in Q1 2020 and 361 closed out, a net change of -233 holders.
- The largest Chevron buyer in Q1 2020 was Vanguard Group, an estimated $614M added.
- The largest Chevron seller in Q1 2020 was Wellington Management Group, an estimated $1.56B sold.
Based on aggregated 13F filings for Q1 2020.