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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
FFA
626
Fragasso Financial Advisors
Pennsylvania
$995K +$8.37K +112 +0.9%
TWI
627
Thomas White International
Illinois
$993K -$131K -1,757 -12%
SCM
628
Southport Capital Management
Tennessee
$991K -$41.1K -550 -4%
CCMG
629
Clark Capital Management Group
Pennsylvania
$986K -$281K -3,755 -22%
CT
630
Chicago Trust
Illinois
$936K -$3.66K -49 -0.4%
BHWM
631
Bar Harbor Wealth Management
New Hampshire
$912K +$31.4K +420 +4%
LOAME
632
Lombard Odier Asset Management (Europe)
United Kingdom
$910K +$900K +12,042 New
CCM
633
Cohen Capital Management
California
$909K
TW
634
Transform Wealth
Colorado
$904K +$894K +11,963 New
SACTSONJ
635
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$898K
SB
636
Simmons Bank
Arkansas
$887K -$13.5K -180 -2%
GVT
637
Genesee Valley Trust
New York
$883K -$19.1K -256 -2%
FMBTD
638
First Midwest Bank Trust Division
Illinois
$873K +$321K +4,300 +59%
OAC
639
OMERS Administration Corp
Ontario, Canada
$869K +$859K +11,500 New
SIC
640
SFE Investment Counsel
California
$868K -$39.2K -525 -4%
LNWWM
641
Laird Norton Wetherby Wealth Management
California
$866K +$61.8K +827 +8%
RAM
642
Riggs Asset Management
Pennsylvania
$863K +$854K +11,424 New
RIG
643
Roosevelt Investment Group
New York
$842K +$13.2K +176 +2%
AAM
644
Azzad Asset Management
Virginia
$840K +$176K +2,360 +27%
FWM
645
Frontier Wealth Management
Missouri
$839K +$127K +1,700 +18%
AL
646
Agran Libbie
California
$836K -$48.6K -650 -6%
BRWA
647
B. Riley Wealth Advisors
Florida
$827K +$271K +3,631 +50%
AWM
648
Altavista Wealth Management
North Carolina
$825K -$865K -11,576 -51%
PL
649
Perpetual Ltd
Australia
$824K +$815K +10,900 New
PAMG
650
Patton Albertson Miller Group
Tennessee
$812K -$392K -5,245 -33%

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.