Occidental Petroleum
OXY
1,032 hedge funds and large institutions have $39.8B invested in Occidental Petroleum in 2017 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 419 increasing their positions, 404 reducing their positions, and 123 closing their positions.
26% more call options, than puts
Call options by funds: $491M | Put options by funds: $390M
4% more repeat investments, than reductions
Existing positions increased: 419 | Existing positions reduced: 404
0.14% less ownership
Funds ownership: 82.36% → 82.21% (-0.14%)
4% less funds holding
Funds holding: 1,077 → 1,032 (-45)
11% less capital invested
Capital invested by funds: $44.8B → $39.8B (-$4.95B)
24% less funds holding in top 10
Funds holding in top 10: 21 → 16 (-5)
26% less first-time investments, than exits
New positions opened: 91 | Existing positions closed: 123
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.81B |
| 2 |
JP Morgan Chase
New York
|
+$498M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$288M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$239M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$171M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$132M |
| 3 |
Jennison Associates
New York
|
-$130M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$121M |
| 5 |
LC
LNZ Capital
New York
|
-$121M |
OXY Hedge Fund Activity: Q1 2017 in Review
1,032 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q1 2017, worth a combined $39.8B — down 11% from $44.8B a quarter earlier.
Sellers outnumbered buyers: 123 funds closed out of OXY and 91 opened new positions — a net loss of 32 holders — while 404 trimmed existing stakes and 419 added.
The largest buyer was BlackRock, adding an estimated $3.81B. The largest seller was Millennium Management, exiting entirely with an estimated $171M sold.
- 1,032 institutional investors held Occidental Petroleum (OXY) as of Q1 2017, down from 1,077 in Q4 2016.
- Funds reported $39.8B of Occidental Petroleum stock for Q1 2017, down 11% quarter-over-quarter.
- 91 funds opened new Occidental Petroleum positions in Q1 2017 and 123 closed out, a net change of -32 holders.
- The largest Occidental Petroleum buyer in Q1 2017 was BlackRock, an estimated $3.81B added.
- The largest Occidental Petroleum seller in Q1 2017 was Millennium Management, an estimated $171M sold.
Based on aggregated 13F filings for Q1 2017.