Occidental Petroleum
1,007 hedge funds and large institutions have $60.5B invested in Occidental Petroleum in 2013 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 439 increasing their positions, 345 reducing their positions, and 63 closing their positions.
106% more call options, than puts
Call options by funds: $1.46B | Put options by funds: $707M
43% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 63
27% more repeat investments, than reductions
Existing positions increased: 439 | Existing positions reduced: 345
21% more funds holding in top 10
Funds holding in top 10: 53 → 64 (+11)
6% more capital invested
Capital invested by funds: $57.3B → $60.5B (+$3.18B)
2% more funds holding
Funds holding: 991 → 1,007 (+16)
0.24% more ownership
Funds ownership: 83.35% → 83.59% (+0.24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$380M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$359M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$167M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$149M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$726M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$363M |
| 3 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$177M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$176M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$170M |
OXY Hedge Fund Activity: Q3 2013 in Review
1,007 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q3 2013, worth a combined $60.5B — up 5.5% from $57.3B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new OXY positions and 63 closed out — a net gain of 27 holders — while 439 added to existing stakes and 345 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $380M. The largest seller was Fidelity Investments, cutting an estimated $726M.
- 1,007 institutional investors held Occidental Petroleum (OXY) as of Q3 2013, up from 991 in Q2 2013.
- Funds reported $60.5B of Occidental Petroleum stock for Q3 2013, up 5.5% quarter-over-quarter.
- 90 funds opened new Occidental Petroleum positions in Q3 2013 and 63 closed out, a net change of +27 holders.
- The largest Occidental Petroleum buyer in Q3 2013 was JP Morgan Chase, an estimated $380M added.
- The largest Occidental Petroleum seller in Q3 2013 was Fidelity Investments, an estimated $726M sold.
Based on aggregated 13F filings for Q3 2013.