Occidental Petroleum
OXY
1,040 hedge funds and large institutions have $45.1B invested in Occidental Petroleum in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 413 increasing their positions, 417 reducing their positions, and 57 closing their positions.
173% more call options, than puts
Call options by funds: $1.09B | Put options by funds: $400M
7% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 57
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
0.68% less ownership
Funds ownership: 83.03% → 82.35% (-0.68%)
1% less funds holding
Funds holding: 1,049 → 1,040 (-9)
1% less repeat investments, than reductions
Existing positions increased: 413 | Existing positions reduced: 417
6% less capital invested
Capital invested by funds: $47.9B → $45.1B (-$2.78B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$244M |
| 2 |
Morgan Stanley
New York
|
+$180M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$174M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$159M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$656M |
| 2 |
JP Morgan Chase
New York
|
-$368M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$310M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$207M |
| 5 |
GE
General Electric
Evendale,
Ohio
|
-$164M |
OXY Hedge Fund Activity: Q3 2016 in Review
1,040 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q3 2016, worth a combined $45.1B — down 5.8% from $47.9B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new OXY positions and 57 closed out — a net gain of 4 holders — while 413 added to existing stakes and 417 trimmed.
The largest buyer was State Street, adding an estimated $244M. The largest seller was Macquarie Group, cutting an estimated $656M.
- 1,040 institutional investors held Occidental Petroleum (OXY) as of Q3 2016, down from 1,049 in Q2 2016.
- Funds reported $45.1B of Occidental Petroleum stock for Q3 2016, down 5.8% quarter-over-quarter.
- 61 funds opened new Occidental Petroleum positions in Q3 2016 and 57 closed out, a net change of +4 holders.
- The largest Occidental Petroleum buyer in Q3 2016 was State Street, an estimated $244M added.
- The largest Occidental Petroleum seller in Q3 2016 was Macquarie Group, an estimated $656M sold.
Based on aggregated 13F filings for Q3 2016.