Occidental Petroleum
1,033 hedge funds and large institutions have $43B invested in Occidental Petroleum in 2015 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 333 increasing their positions, 465 reducing their positions, and 75 closing their positions.
87% more call options, than puts
Call options by funds: $773M | Put options by funds: $414M
53% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 75
3% more funds holding
Funds holding: 1,004 → 1,033 (+29)
1% more capital invested
Capital invested by funds: $42.6B → $43B (+$434M)
1.05% less ownership
Funds ownership: 82.19% → 81.14% (-1.1%)
10% less funds holding in top 10
Funds holding in top 10: 20 → 18 (-2)
28% less repeat investments, than reductions
Existing positions increased: 333 | Existing positions reduced: 465
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$238M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$125M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$110M |
| 4 |
BG
BlackRock Group
London,
United Kingdom
|
+$91.9M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$89.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$271M |
| 2 |
Bank of New York Mellon
New York
|
-$238M |
| 3 |
IC
Institutional Capital
Chicago,
Illinois
|
-$157M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$124M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$83.5M |
OXY Hedge Fund Activity: Q4 2015 in Review
1,033 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2015, worth a combined $43B — up 1% from $42.6B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new OXY positions and 75 closed out — a net gain of 40 holders — while 333 added to existing stakes and 465 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $238M. The largest seller was American International Group, cutting an estimated $271M.
- 1,033 institutional investors held Occidental Petroleum (OXY) as of Q4 2015, up from 1,004 in Q3 2015.
- Funds reported $43B of Occidental Petroleum stock for Q4 2015, up 1% quarter-over-quarter.
- 115 funds opened new Occidental Petroleum positions in Q4 2015 and 75 closed out, a net change of +40 holders.
- The largest Occidental Petroleum buyer in Q4 2015 was JP Morgan Chase, an estimated $238M added.
- The largest Occidental Petroleum seller in Q4 2015 was American International Group, an estimated $271M sold.
Based on aggregated 13F filings for Q4 2015.