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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
FP
476
FDO Partners
Massachusetts
$2.35M +$824K +11,026 +55%
KRSITF
477
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.33M -$278K -3,726 -11%
ST
478
Spinnaker Trust
Maine
$2.33M +$910K +12,174 +65%
LSA
479
L & S Advisors
California
$2.31M +$1.9M +25,404 +498%
TF
480
Tompkins Financial
New York
$2.29M -$17.9K -240 -0.8%
HCMT
481
Highland Capital Management (Tennessee)
Tennessee
$2.28M +$2.25M +30,130 New
SIC
482
Schwartz Investment Counsel
Michigan
$2.25M -$9.34M -125,000 -81%
Walleye Trading
483
Walleye Trading
New York
$2.25M +$573K +7,673 +35%
WSFS
484
Wilmington Savings Fund Society
Delaware
$2.19M -$11.8K -158 -0.5%
SWM
485
Stockman Wealth Management
Montana
$2.18M +$19.1K +256 +0.9%
RMA
486
Roffman Miller Associates
Pennsylvania
$2.18M +$126K +1,681 +6%
PAG
487
Private Advisor Group
New Jersey
$2.17M +$344K +4,598 +19%
DJSG
488
D.J. St. Germain
Massachusetts
$2.17M +$64K +856 +3%
Toronto Dominion Bank
489
Toronto Dominion Bank
Ontario, Canada
$2.17M -$13.2M -176,725 -86%
Canada Pension Plan Investment Board
490
Canada Pension Plan Investment Board
Ontario, Canada
$2.17M -$1.56M -20,934 -42%
ECM
491
ETrade Capital Management
Virginia
$2.16M +$1.42K +19 +0.1%
BWP
492
Baldwin Wealth Partners
Massachusetts
$2.16M +$55.7K +745 +3%
AB
493
Amalgamated Bank
New York
$2.16M +$676K +9,043 +45%
MPWT
494
MassMutual Private Wealth & Trust
Connecticut
$2.16M +$2.11M +28,196 +8,596%
PTC
495
Philadelphia Trust Company
Pennsylvania
$2.08M -$37.7K -505 -2%
TSW
496
Thompson Siegel & Walmsley
Virginia
$2.08M -$2.89M -38,636 -58%
FNBT
497
FineMark National Bank & Trust
Florida
$2.06M -$231K -3,097 -10%
BPCE
498
Bank Pictet & Cie (Europe)
Germany
$2.02M +$649K +8,680 +48%
Cambridge Investment Research Advisors
499
Cambridge Investment Research Advisors
Iowa
$2.02M -$1.64K -22 -0.1%
BCM
500
Bourgeon Capital Management
Connecticut
$2.01M -$448K -6,000 -18%

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.