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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
IFAM
426
Institutional & Family Asset Management
Colorado
$3.14M +$3.1M +41,549 New
CT
427
Coastline Trust
Rhode Island
$3.09M +$2.24K +30 +0.1%
Two Sigma Advisers
428
Two Sigma Advisers
New York
$3.06M +$3.02M +40,426 New
Creative Planning
429
Creative Planning
Kansas
$3.05M -$98.7K -1,321 -3%
TL
430
TowerView LLC
New York
$3.02M
TWM
431
Torch Wealth Management
Ohio
$3.02M +$82.2K +1,100 +3%
QAM
432
Quantres Asset Management
Cayman Islands
$2.99M +$2.68M +35,800 +942%
CLOS
433
Compagnie Lombard Odier SCmA
Switzerland
$2.97M -$461K -6,167 -14%
ECM
434
Everence Capital Management
Indiana
$2.96M +$405K +5,420 +16%
CP
435
Cumberland Partners
Ontario, Canada
$2.89M -$46.7K -625 -2%
OTPPB
436
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.88M -$78.9K -1,056 -3%
MNA
437
Manning & Napier Advisors
New York
$2.85M -$355K -4,751 -11%
EIM
438
Essex Investment Management
Massachusetts
$2.85M
TFA
439
Transamerica Financial Advisors
Florida
$2.85M +$2.38M +31,802 +541%
IEFM
440
IQ EQ Fund Management
Ireland
$2.85M -$156K -2,089 -6%
DY
441
Dowling & Yahnke
California
$2.85M +$250K +3,351 +10%
AIM
442
abrdn Investment Management
United Kingdom
$2.84M +$726K +9,714 +35%
CAM
443
Congress Asset Management
Massachusetts
$2.83M +$248K +3,321 +10%
CII
444
Capital International Inc
California
$2.83M +$2.45M +32,800 +713%
DIA
445
Dana Investment Advisors
Wisconsin
$2.81M +$300K +4,011 +12%
VRS
446
Virginia Retirement Systems
Virginia
$2.77M +$2.74M +36,600 New
HL
447
HeadInvest LLC
Maine
$2.75M +$25.4K +340 +0.9%
CC
448
Chanos & Company
New York
$2.75M -$2.4M -32,096 -47%
APFBOT
449
Amica Pension Fund Board of Trustees
Rhode Island
$2.72M
GI
450
GAMCO Investors
Connecticut
$2.72M

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.