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Occidental Petroleum

1,076 hedge funds and large institutions have $44.8B invested in Occidental Petroleum in 2016 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 409 increasing their positions, 408 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $959M | Put options by funds: $515M

70% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 74

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

4% more funds holding

Funds holding: 1,0391,076 (+37)

0% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 408

0% more ownership

Funds ownership: 82.35%82.36% (+0%)

1% less capital invested

Capital invested by funds: $45.1B → $44.8B (-$347M)

Holders
1,076
Holders Change
+37
Holders Change %
+3.56%
% of All Funds
26.9%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.53%
New
126
Increased
409
Reduced
408
Closed
74
Calls
$959M
Puts
$515M
Net Calls
+$443M
Net Calls Change
-$249M
Name Holding Trade Value Shares
Change
Change in
Stake
AAA
26
Adams Asset Advisors
Texas
$452M +$35.3M +497,314 +8%
CS
27
Credit Suisse
Switzerland
$329M +$172M +2,422,639 +110%
TCIM
28
TIAA CREF Investment Management
New York
$328M -$52.8M -743,923 -14%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$326M +$33.6M +473,305 +12%
Federated Hermes
30
Federated Hermes
Pennsylvania
$304M +$168M +2,361,041 +124%
BIM
31
BlackRock Investment Management
Delaware
$300M -$21.6M -303,444 -7%
AllianceBernstein
32
AllianceBernstein
Tennessee
$298M +$28.2M +396,474 +10%
EVM
33
Eaton Vance Management
Massachusetts
$295M -$37.2M -523,359 -11%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$285M -$63M -887,434 -18%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$269M +$1.2M +16,849 +0.4%
Legal & General Group
36
Legal & General Group
United Kingdom
$269M +$4.35M +61,313 +2%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$243M -$11.9M -167,887 -5%
UBS Group
38
UBS Group
Switzerland
$239M +$20.5M +289,002 +9%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$237M -$20.9M -294,735 -8%
LCS
40
Levin Capital Strategies
New York
$235M +$35.9M +505,652 +18%
Wells Fargo
41
Wells Fargo
California
$212M +$3.25M +45,830 +2%
Capital World Investors
42
Capital World Investors
California
$210M
UBS AM
43
UBS AM
Illinois
$189M -$5.93M -83,561 -3%
SSM
44
Sound Shore Management
Connecticut
$187M +$186M +2,624,473 New
USAA
45
United Services Automobile Association
Texas
$183M +$17M +239,853 +10%
APG Asset Management
46
APG Asset Management
Netherlands
$179M -$16.7M -234,807 -8%
Charles Schwab
47
Charles Schwab
California
$179M -$3.36M -47,261 -2%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$176M -$6.46M -91,018 -4%
PP
49
Prudential plc
United Kingdom
$174M +$30.4M +427,974 +21%
Goldman Sachs
50
Goldman Sachs
New York
$172M -$30M -422,266 -15%

OXY Hedge Fund Activity: Q4 2016 in Review

1,076 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2016, worth a combined $44.8B — down 0.77% from $45.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new OXY positions and 74 closed out — a net gain of 52 holders — while 409 added to existing stakes and 408 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $457M. The largest seller was Boston Partners, cutting an estimated $491M.

  • 1,076 institutional investors held Occidental Petroleum (OXY) as of Q4 2016, up from 1,039 in Q3 2016.
  • Funds reported $44.8B of Occidental Petroleum stock for Q4 2016, down 0.77% quarter-over-quarter.
  • 126 funds opened new Occidental Petroleum positions in Q4 2016 and 74 closed out, a net change of +52 holders.
  • The largest Occidental Petroleum buyer in Q4 2016 was T. Rowe Price Associates, an estimated $457M added.
  • The largest Occidental Petroleum seller in Q4 2016 was Boston Partners, an estimated $491M sold.

Based on aggregated 13F filings for Q4 2016.