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Occidental Petroleum

1,048 hedge funds and large institutions have $47.9B invested in Occidental Petroleum in 2016 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 441 increasing their positions, 391 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $770M | Put options by funds: $361M

21% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 73

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

15% more capital invested

Capital invested by funds: $41.7B → $47.9B (+$6.25B)

13% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 391

0.77% more ownership

Funds ownership: 82.26%83.03% (+0.77%)

0% more funds holding

Funds holding: 1,0431,048 (+5)

Holders
1,048
Holders Change
+5
Holders Change %
+0.48%
% of All Funds
27.96%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
88
Increased
441
Reduced
391
Closed
73
Calls
$770M
Puts
$361M
Net Calls
+$409M
Net Calls Change
+$191M
Name Holding Trade Value Shares
Change
Change in
Stake
ASC
226
Atalanta Sosnoff Capital
New York
$15.2M -$66.7K -893 -0.4%
BA
227
Bridgewater Associates
Connecticut
$15.2M -$680K -9,100 -4%
KeyBank National Association
228
KeyBank National Association
Ohio
$15.2M -$2.88M -38,511 -16%
EIM
229
ExxonMobil Investment Management
Texas
$14.9M +$876K +11,717 +6%
Hudson Bay Capital Management
230
Hudson Bay Capital Management
Connecticut
$14.8M +$14.6M +195,800 New
Dodge & Cox
231
Dodge & Cox
California
$14.4M -$433K -5,800 -3%
Janus Henderson Group
232
Janus Henderson Group
United Kingdom
$14.2M -$3.37M -45,149 -19%
CCMH
233
Cornerstone Capital Management Holdings
New York
$13.8M -$165K -2,208 -1%
HIMCH
234
Hartford Investment Management Co (HIMCO)
Connecticut
$13.7M -$272K -3,640 -2%
Bank of Nova Scotia
235
Bank of Nova Scotia
Ontario, Canada
$13.7M +$6.78M +90,782 +101%
VWM
236
Valley Wealth Managers
New Jersey
$13.5M +$550K +7,360 +4%
PIA
237
Piedmont Investment Advisors
North Carolina
$13.1M +$75.5K +1,010 +0.6%
DnB Asset Management
238
DnB Asset Management
Norway
$13M -$4.3M -57,590 -25%
OPERF
239
Oregon Public Employees Retirement Fund
Oregon
$13M -$368K -4,920 -3%
DADC
240
D.A. Davidson & Co
Montana
$12.9M +$90.1K +1,206 +0.7%
TCT
241
TIAA CREF Trust
Missouri
$12.9M +$428K +5,732 +3%
NMIMC
242
Northwestern Mutual Investment Management Company
Wisconsin
$12.5M -$6.44M -86,184 -34%
SFM
243
Stack Financial Management
Montana
$12.2M -$33.6K -450 -0.3%
TG
244
TCW Group
California
$12.2M +$3.44M +45,971 +40%
CG
245
Colony Group
Massachusetts
$12M +$73.4K +982 +0.6%
UCFA
246
United Capital Financial Advisors
Texas
$12M +$2.06M +27,579 +21%
ProShare Advisors
247
ProShare Advisors
Maryland
$11.9M +$366K +4,895 +3%
BNP Paribas Financial Markets
248
BNP Paribas Financial Markets
France
$11.8M -$3.36M -44,900 -22%
EARNEST Partners
249
EARNEST Partners
Georgia
$11.6M -$2.24K -30 -0%
MAA
250
Matrix Asset Advisors
New York
$11.6M -$243K -3,250 -2%

OXY Hedge Fund Activity: Q2 2016 in Review

1,048 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2016, worth a combined $47.9B — up 15% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new OXY positions and 73 closed out — a net gain of 15 holders — while 441 added to existing stakes and 391 trimmed.

The largest buyer was Macquarie Group, adding an estimated $716M. The largest seller was Royal London Asset Management, cutting an estimated $928M.

  • 1,048 institutional investors held Occidental Petroleum (OXY) as of Q2 2016, up from 1,043 in Q1 2016.
  • Funds reported $47.9B of Occidental Petroleum stock for Q2 2016, up 15% quarter-over-quarter.
  • 88 funds opened new Occidental Petroleum positions in Q2 2016 and 73 closed out, a net change of +15 holders.
  • The largest Occidental Petroleum buyer in Q2 2016 was Macquarie Group, an estimated $716M added.
  • The largest Occidental Petroleum seller in Q2 2016 was Royal London Asset Management, an estimated $928M sold.

Based on aggregated 13F filings for Q2 2016.