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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
ACP
651
Ashfield Capital Partners
California
$808K
SI
652
Stephens Inc
Arkansas
$799K -$28.8K -385 -4%
EAMA
653
EFG Asset Management (Americas)
Florida
$798K +$790K +10,566 New
FIM
654
Fernwood Investment Management
Massachusetts
$790K -$29.9K -400 -4%
CFA
655
Carroll Financial Associates
North Carolina
$768K -$149 -2 -0%
MI
656
Montage Investments
Kansas
$758K +$270K +3,618 +56%
1GA
657
1st Global Advisors
Texas
$757K -$266K -3,553 -26%
GIM
658
Guardian Investment Management
California
$756K -$195K -2,615 -21%
TCM
659
Texan Capital Management
Texas
$754K +$2.39K +32 +0.3%
QCMC
660
Quantum Capital Management (California)
California
$753K -$47K -629 -6%
RBC
661
Ronald Blue & Co
Georgia
$753K -$11.7K -157 -2%
EHC
662
Everett Harris & Co
California
$752K
CA
663
Cornerstone Advisors
North Carolina
$748K
JG
664
Jefferies Group
New York
$747K -$37.7K -505 -5%
Koshinski Asset Management
665
Koshinski Asset Management
Illinois
$747K +$22.7K +304 +3%
SFWA
666
Summit Financial Wealth Advisors
Louisiana
$747K +$42.4K +567 +6%
MAM
667
Mizuho Asset Management
Japan
$745K +$337K +4,507 +84%
DPIM
668
Duff & Phelps Investment Management
Illinois
$742K -$19.4K -260 -3%
Jones Financial Companies
669
Jones Financial Companies
Missouri
$741K -$127K -1,698 -15%
WS
670
Wedbush Securities
California
$740K +$63.7K +852 +10%
FIM
671
Frontier Investment Management
Texas
$735K -$131K -1,759 -15%
CSIC
672
Clifford Swan Investment Counsel
California
$735K
EGM
673
Engineers Gate Manager
New York
$733K -$7.32M -97,954 -91%
MCM
674
Murphy Capital Management
New Jersey
$729K +$101K +1,350 +16%
EA
675
Euclid Advisors
Connecticut
$727K +$719K +9,620 New

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.