| [March 04, 2015] |
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Volatile Energy Sector Sees Big Decreases in 4Q Institutional Investor Allocations; Russia Allocations Slide says New Report
Institutional investors have decreased holdings in energy stocks as
world events, technology and global economic developments have created
volatility in the supply and price of oil and gas. This and other
findings on institutional investor activity in the fourth quarter are
highlighted in eVestment's newest Institutional Quarterly Ownership
Report.
Historically, according to eVestment asset flow data, institutional
investors get into and out of stocks 12 to 24 months before retail
investors. Information contained in the report highlights stock buy and
sell decisions made by some of the savviest investment professionals in
the world.
Here's the top 20 most widely held stocks by institutional investors:
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4Q 2014
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3Q 2014
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4Q 2013
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Rank
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Stocks
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Institutional
Fund
Ownership
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Stocks
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Institutional
Fund
Ownership
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Stocks
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Institutional
Fund
Ownership
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1
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Google
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32.45%
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Google
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33.57%
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Apple (News - Alert) Inc.
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20.78%
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2
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Apple Inc.
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22.95%
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Apple Inc.
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22.35%
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Microsoft Corporation
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19.29%
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3
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Microsoft Corporation
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22.19%
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Microsoft Corporation
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21.79%
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Google
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18.18%
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4
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Johnson & Johnson
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17.19%
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JPMorgan Chase
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17.54%
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JPMorgan Chase
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17.14%
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5
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JPMorgan Chase
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17.17%
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Johnson & Johnson
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17.19%
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Johnson & Johnson
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16.59%
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6
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Wells Fargo (News - Alert)
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16.20%
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Royal Dutch Shell
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16.54%
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Wells Fargo
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15.55%
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7
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Royal Dutch Shell
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15.70%
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Wells Fargo
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16.51%
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Royal Dutch Shell
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15.32%
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8
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Comcast (News - Alert) Corporation
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15.18%
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Qualcomm
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15.57%
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Qualcomm
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15.14%
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9
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Gilead Sciences
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15.03%
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Verizon (News - Alert) Communications
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15.33%
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Pfizer
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14.58%
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10
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Cisco (News - Alert) Systems, Inc.
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14.62%
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Pfizer
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14.60%
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Chevron Corporation
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14.47%
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11
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Verizon Communications
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14.37%
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Gilead Sciences
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14.53%
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Roche Holdings AG
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14.15%
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12
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Pfizer
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14.21%
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Oracle Corporation
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14.47%
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Cisco Systems
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13.95%
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13
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Oracle Corporation
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14.19%
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Comcast Corporation
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14.43%
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Novartis AG
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13.56%
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14
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Qualcomm
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14.08%
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CVS Health
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14.38%
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Oracle Corporation
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13.45%
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15
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CVS Health
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14.05%
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Chevron Corporation
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14.33%
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Comcast Corporation
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13.32%
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16
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Merck & Co.
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13.71%
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Cisco Systems, Inc.
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14.23%
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Citigroup
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13.28%
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17
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Exxon Mobil
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13.65%
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Schlumberger Limited
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14.01%
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Samsung Electronics
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13.24%
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18
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Novartis AG
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13.55%
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Merck & Co.
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13.97%
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Schlumberger Limited
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13.10%
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19
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Schlumberger Limited
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13.47%
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Roche Holdings AG
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13.77%
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Exxon Mobil
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13.01%
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20
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Chevron Corporation
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13.29%
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Novartis AG
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13.75%
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CVS Health
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12.93%
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Some key findings from the 4Q report include:
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According to data reported to eVestment, the three most valuable
technology companies - Google, Apple and Microsoft - lead the rankings
for the third consecutive quarter as the most widely held companies in
eVestment's equity database.
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Roche Holdings AG, previously ranked 19th, fell out of the top 20.
Comcast Corporation, which was previously ranked 13th, is now the 8th
most widely held stock.
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Volatility in the energy sector helped drive decreases in allocations
to energy stocks across a variety of universes, including US Large Cap
Value Equity, US Large Cap Growth Equity, US Large Cap Core Equity and
Emerging Markets All Cap Equity as highlighted in the report.
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New to the top 20 list from last quarter is Exxon Mobil (ranked 17th),
so while institutional investors may be decreasing allocations to
energy investments overall, this company looks to be beating that
trend.
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Turmoil in Russia continues to impact investor interest in that
country, with Russia seeing the largest decrease in allocations in the
Emerging Markets All Cap Equity universe.
The report is based on data reported to eVestment by institutional
investment asset managers around the globe. To download the full report,
please click here
or use this link https://www.evestment.com/resources/research-reports/2014-research-reports/institutional-ownership-4q2014.
Important Notice: The information presented here is for information
purposes only. This information is not investment advice nor is it a
solicitation or an offer to buy or sell any securities mentioned in this
report. The information presented is provided "as-is" and all
representations and warranties, express or implied (by common law,
statute or otherwise) are hereby expressly disclaimed to the fullest
extent of the law. Without limiting the foregoing, eVestment and its
affiliates disclaim the implied warranties of merchantability and
fitness for a particular purpose and make no warranty as to the
accuracy, completeness or reliability of this information. eVestment
assumes no liability for any consequence relating directly or indirectly
to any action or inaction taken based on this information.
About eVestment
eVestment provides a flexible suite of easy-to-use, cloud-based
solutions to help the institutional investing community identify and
capitalize on global investment trends, better select and monitor
investment managers and more successfully enable asset managers to
market their funds worldwide. eVestment's mission is to help make smart
money smarter.
www.evestment.com
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