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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
WCBA
676
Weaver C. Barksdale & Associates
Tennessee
$724K
SCP
677
Syntal Capital Partners
Texas
$713K +$374 +5 +0.1%
1SB
678
1ST Source Bank
Indiana
$710K +$2.99K +40 +0.4%
TCM
679
Tributary Capital Management
Nebraska
$710K +$37.4K +500 +6%
CAM
680
Centre Asset Management
New York
$701K +$324K +4,340 +88%
PTC
681
Private Trust Company
Ohio
$698K +$163K +2,177 +31%
MAA
682
Mraz Amerine & Associates
California
$695K +$523 +7 +0.1%
AWM
683
Avior Wealth Management
Nebraska
$692K +$1.34K +18 +0.2%
PFSC
684
Peoples Financial Services Corp
Pennsylvania
$691K
SIG
685
Sky Investment Group
Connecticut
$689K -$28K -375 -4%
VFA
686
Voya Financial Advisors
Connecticut
$689K +$94.6K +1,266 +16%
LWM
687
Lyons Wealth Management
Florida
$688K +$680K +9,100 New
BCM
688
BTR Capital Management
California
$683K -$1.01M -13,449 -60%
CCM
689
Crossvault Capital Management
Texas
$679K +$72.9K +975 +12%
FB
690
Fulton Bank
Pennsylvania
$675K +$340K +4,551 +104%
BAS
691
Brown Advisory Securities
Maryland
$674K +$287K +3,836 +76%
IC
692
IKOS CIF
Cyprus
$673K +$675K +9,035 New
EAM
693
Exane Asset Management
France
$672K -$311K -4,164 -32%
PG
694
PEAK6 Group
Illinois
$671K -$1.99M -26,608 -75%
VFS
695
VSR Financial Services
Kansas
$668K -$146K -1,954 -18%
Mirae Asset Global Investments
696
Mirae Asset Global Investments
South Korea
$667K -$279K -3,737 -30%
CAL
697
Capital Analysts LLC
Pennsylvania
$661K -$3.14K -42 -0.5%
MGIA
698
Moneta Group Investment Advisors
Missouri
$660K +$314K +4,200 +93%
CAM
699
Columbia Asset Management
Michigan
$656K +$136K +1,822 +27%
ARMT
700
Amica Retiree Medical Trust
Rhode Island
$654K

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.