Occidental Petroleum
OXY
975 hedge funds and large institutions have $37.4B invested in Occidental Petroleum in 2017 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 396 increasing their positions, 395 reducing their positions, and 102 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 396 | Existing positions reduced: 395
0.55% less ownership
Funds ownership: 82.21% → 81.66% (-0.55%)
5% less funds holding
Funds holding: 1,031 → 975 (-56)
6% less capital invested
Capital invested by funds: $39.8B → $37.4B (-$2.45B)
20% less call options, than puts
Call options by funds: $380M | Put options by funds: $473M
38% less funds holding in top 10
Funds holding in top 10: 16 → 10 (-6)
42% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 102
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$273M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$257M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$184M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$79.1M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$70.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$238M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$150M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$119M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$109M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$108M |
OXY Hedge Fund Activity: Q2 2017 in Review
975 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2017, worth a combined $37.4B — down 6.2% from $39.8B a quarter earlier.
Sellers outnumbered buyers: 102 funds closed out of OXY and 59 opened new positions — a net loss of 43 holders — while 395 trimmed existing stakes and 396 added.
The largest buyer was JP Morgan Chase, adding an estimated $273M. The largest seller was Bank of America, cutting an estimated $238M.
- 975 institutional investors held Occidental Petroleum (OXY) as of Q2 2017, down from 1,031 in Q1 2017.
- Funds reported $37.4B of Occidental Petroleum stock for Q2 2017, down 6.2% quarter-over-quarter.
- 59 funds opened new Occidental Petroleum positions in Q2 2017 and 102 closed out, a net change of -43 holders.
- The largest Occidental Petroleum buyer in Q2 2017 was JP Morgan Chase, an estimated $273M added.
- The largest Occidental Petroleum seller in Q2 2017 was Bank of America, an estimated $238M sold.
Based on aggregated 13F filings for Q2 2017.