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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
KB
376
Kimelman & Baird
New York
$4.82M -$936K -12,520 -16%
AIC
377
Argus Investors Counsel
New York
$4.77M -$209K -2,800 -4%
KFP
378
Keystone Financial Planning
Ohio
$4.71M -$445K -5,954 -9%
MWM
379
Merriman Wealth Management
Washington
$4.64M +$4.59M +61,480 New
RBA
380
Richard Bernstein Advisors
New York
$4.58M
WAM
381
Wolverine Asset Management
Illinois
$4.53M +$4.48M +60,000 New
VanEck Associates
382
VanEck Associates
New York
$4.52M -$279K -3,730 -6%
PA
383
Profund Advisors
Maryland
$4.47M +$1.01M +13,550 +30%
GC
384
Grimes & Company
Massachusetts
$4.46M +$432K +5,779 +11%
SMDAM
385
Sumitomo Mitsui DS Asset Management
Japan
$4.42M +$63.1K +844 +1%
TCA
386
Tortoise Capital Advisors
Kansas
$4.37M -$12.6M -168,550 -74%
CAM
387
Capstone Asset Management
Texas
$4.36M +$103K +1,373 +2%
CF
388
CNA Financial
Illinois
$4.3M -$623K -8,340 -13%
William Blair & Company
389
William Blair & Company
Illinois
$4.24M -$729K -9,761 -15%
LTFS
390
Ladenburg Thalmann Financial Services
Florida
$4.15M +$144K +1,928 +4%
GIM
391
Grassi Investment Management
California
$4.12M -$82.1K -1,099 -2%
DIA
392
Dean Investment Associates
Ohio
$4.07M +$603K +8,067 +18%
SOAMC
393
Spirit of America Management Corp
New York
$4.03M
NEI
394
Northwest & Ethical Investments
Ontario, Canada
$3.91M -$144K -1,927 -4%
V
395
Veritable
Delaware
$3.9M +$259K +3,471 +7%
KCM
396
Kempner Capital Management
Texas
$3.89M
PWM
397
Patriot Wealth Management
Texas
$3.86M +$72.2K +966 +2%
LMGAM
398
Liberty Mutual Group Asset Management
Massachusetts
$3.86M +$207K +2,774 +6%
BCP
399
Blue Chip Partners
Michigan
$3.82M +$539K +7,208 +17%
LSERS
400
Louisiana State Employees Retirement System
Louisiana
$3.79M -$74.7K -1,000 -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.