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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
Capital International Investors
26
Capital International Investors
California
$454M +$296M +3,964,244 +194%
CG
27
Carmignac Gestion
France
$402M +$48.4M +647,774 +14%
BBHC
28
Brown Brothers Harriman & Co
New York
$391M -$8.9M -119,068 -2%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$372M +$33.2M +444,161 +10%
BIM
30
BlackRock Investment Management
Delaware
$342M +$16.4M +219,547 +5%
Jennison Associates
31
Jennison Associates
New York
$326M +$35.1M +469,649 +12%
Morgan Stanley
32
Morgan Stanley
New York
$325M +$48.3M +646,243 +18%
AAA
33
Adams Asset Advisors
Texas
$313M -$435K -5,827 -0.1%
EVM
34
Eaton Vance Management
Massachusetts
$303M -$62.7M -839,523 -17%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$294M +$68M +910,273 +31%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$283M -$4.07M -54,523 -1%
Legal & General Group
37
Legal & General Group
United Kingdom
$281M +$3.17M +42,437 +1%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$279M -$2.76M -36,895 -1%
AllianceBernstein
39
AllianceBernstein
Tennessee
$279M +$40M +535,675 +17%
Deutsche Bank
40
Deutsche Bank
Germany
$238M -$59.1M -790,361 -20%
UBS Group
41
UBS Group
Switzerland
$235M +$11.5M +154,227 +5%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$222M +$35.8M +479,408 +20%
APG Asset Management
43
APG Asset Management
Netherlands
$218M +$10.6M +141,700 +5%
Wells Fargo
44
Wells Fargo
California
$217M -$16.9M -225,602 -7%
UBS AM
45
UBS AM
Illinois
$217M -$7.7M -103,088 -3%
Goldman Sachs
46
Goldman Sachs
New York
$210M +$274K +3,673 +0.1%
LCS
47
Levin Capital Strategies
New York
$207M -$8.63M -115,450 -4%
BAM
48
Burgundy Asset Management
Ontario, Canada
$207M +$12.5M +167,720 +7%
Charles Schwab
49
Charles Schwab
California
$189M +$10.6M +141,765 +6%
Fayez Sarofim & Co
50
Fayez Sarofim & Co
Texas
$189M -$5.52M -73,914 -3%

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.