We are live on ! Find out more
OXY icon

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
AWCI
326
Alpine Woods Capital Investors
New York
$6.85M -$1.02M -13,600 -13%
JAM
327
Jupiter Asset Management
United Kingdom
$6.74M -$463K -6,200 -6%
NMERB
328
New Mexico Educational Retirement Board
New Mexico
$6.73M +$336K +4,500 +5%
BAM
329
Baring Asset Management
United Kingdom
$6.71M
AI
330
Ariel Investments
Illinois
$6.63M +$105K +1,404 +2%
SIM
331
Sentry Investment Management
Wisconsin
$6.55M +$113K +1,507 +2%
UB
332
UMB Bank
Missouri
$6.53M +$3.68M +49,287 +133%
NIM
333
Northeast Investment Management
Massachusetts
$6.44M +$445K +5,954 +8%
RJT
334
Raymond James Trust
Florida
$6.41M +$263K +3,523 +4%
BA
335
Boston Advisors
Massachusetts
$6.38M -$205K -2,744 -3%
TAF
336
Tredje AP-fonden
Sweden
$6.38M +$447K +5,980 +8%
WIM
337
Waverton Investment Management
United Kingdom
$6.3M +$306K +4,100 +5%
COPPSERS
338
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.3M +$515K +6,887 +9%
KIA
339
KCM Investment Advisors
California
$6.25M -$183K -2,443 -3%
BF
340
BOK Financial
Oklahoma
$6.25M +$169K +2,258 +3%
Janney Montgomery Scott
341
Janney Montgomery Scott
Pennsylvania
$6.24M +$3.76M +50,254 +155%
WT
342
Washington Trust
Rhode Island
$6.22M +$290K +3,879 +5%
VWM
343
Venturi Wealth Management
Texas
$6.19M +$251K +3,361 +4%
FBNAT
344
FirstMerit Bank N.A. Trustee
Ohio
$6.16M +$124K +1,660 +2%
CS
345
Candriam SCA
Luxembourg
$6.14M -$4.31M -57,620 -41%
M
346
MOTCO
Texas
$6.08M -$148K -1,982 -2%
WAM
347
World Asset Management
Michigan
$6.03M +$69.6K +932 +1%
NB
348
Norinchukin Bank
Japan
$5.95M +$76.8K +1,028 +1%
SCM
349
Stevens Capital Management
Pennsylvania
$5.91M -$3.44M -46,066 -37%
HC
350
Henshaw Capital
Massachusetts
$5.91M

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.