Occidental Petroleum
1,158 hedge funds and large institutions have $65.3B invested in Occidental Petroleum in 2014 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 483 increasing their positions, 408 reducing their positions, and 54 closing their positions.
152% more call options, than puts
Call options by funds: $2.12B | Put options by funds: $843M
106% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 54
18% more repeat investments, than reductions
Existing positions increased: 483 | Existing positions reduced: 408
13% more funds holding in top 10
Funds holding in top 10: 54 → 61 (+7)
8% more capital invested
Capital invested by funds: $60.5B → $65.3B (+$4.78B)
5% more funds holding
Funds holding: 1,108 → 1,158 (+50)
0.62% more ownership
Funds ownership: 83.24% → 83.87% (+0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$597M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$354M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$271M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$157M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$352M |
| 2 |
IIS
Ignis Investment Services
Edinburgh,
United Kingdom
|
-$329M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$309M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$243M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$208M |
OXY Hedge Fund Activity: Q2 2014 in Review
1,158 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2014, worth a combined $65.3B — up 7.9% from $60.5B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new OXY positions and 54 closed out — a net gain of 57 holders — while 483 added to existing stakes and 408 trimmed.
The largest buyer was Norges Bank, adding an estimated $597M. The largest seller was Wellington Management Group, cutting an estimated $352M.
- 1,158 institutional investors held Occidental Petroleum (OXY) as of Q2 2014, up from 1,108 in Q1 2014.
- Funds reported $65.3B of Occidental Petroleum stock for Q2 2014, up 7.9% quarter-over-quarter.
- 111 funds opened new Occidental Petroleum positions in Q2 2014 and 54 closed out, a net change of +57 holders.
- The largest Occidental Petroleum buyer in Q2 2014 was Norges Bank, an estimated $597M added.
- The largest Occidental Petroleum seller in Q2 2014 was Wellington Management Group, an estimated $352M sold.
Based on aggregated 13F filings for Q2 2014.