We are live on ! Find out more
OXY icon

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
NSEDCP
601
NJ State Employees Deferred Compensation Plan
New Jersey
$1.13M -$747K -10,000 -40%
HA
602
Harfst & Associates
Wyoming
$1.13M +$1.11M +14,860 New
FMC
603
First Merchants Corp
Indiana
$1.13M +$1.79K +24 +0.2%
FAAS
604
First Allied Advisory Services
California
$1.13M +$110K +1,474 +11%
CIC
605
Cornercap Investment Counsel
Georgia
$1.12M +$364K +4,875 +49%
PCP
606
Proficio Capital Partners
Massachusetts
$1.12M -$2.17K -29 -0.2%
ICM
607
IMS Capital Management
Oregon
$1.11M +$3.51K +47 +0.3%
TCOV
608
Trust Company of Vermont
Vermont
$1.08M -$45.9K -614 -4%
Jacobs Levy Equity Management
609
Jacobs Levy Equity Management
New Jersey
$1.08M +$1.07M +14,300 New
ARMC
610
American Research & Management Company
Massachusetts
$1.08M -$16.4K -220 -2%
ADMI
611
Albert D. Mason Inc
Massachusetts
$1.08M +$5.98K +80 +0.6%
SFI
612
SPC Financial Inc
Maryland
$1.07M -$37.4K -500 -3%
WOC
613
West Oak Capital
California
$1.06M -$10.5K -140 -1%
CAM
614
Carret Asset Management
New York
$1.06M -$17K -227 -2%
FBT
615
First Bankers Trust
Kentucky
$1.06M -$444K -5,935 -30%
IPC
616
Independent Portfolio Consultants
Florida
$1.03M +$46K +615 +5%
HFS
617
HL Financial Services
Kentucky
$1.03M -$54.6K -731 -5%
CL
618
CSS LLC
Illinois
$1.02M
BT
619
Beacon Trust
New Jersey
$1.01M +$24.1K +323 +2%
MWAC
620
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.01M +$217K +2,905 +28%
BVDMP
621
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.01M
BG
622
Bollard Group
Massachusetts
$1.01M +$9.04K +121 +0.9%
JIC
623
Johnson Investment Counsel
Ohio
$1.01M -$63.1K -844 -6%
MCM
624
Manchester Capital Management
Vermont
$1M -$94.9K -1,270 -9%
OCG
625
Opus Capital Group
Ohio
$995K -$75.1K -1,005 -7%

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.