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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
GA
701
Geneva Advisors
Illinois
$652K +$598 +8 +0.1%
CBB
702
Citizens Business Bank
California
$651K -$2.73M -36,585 -81%
FTC
703
Farmers Trust Company
Ohio
$651K -$2.55M -34,116 -80%
PRA
704
Parametric Risk Advisors
Connecticut
$648K -$612K -8,185 -49%
AW
705
Alpha Windward
Massachusetts
$640K -$46.7K -625 -7%
AP
706
AHL Partners
United Kingdom
$636K +$378K +5,063 +151%
CAN
707
Cetera Advisor Networks
California
$626K -$38.9K -520 -6%
DWT
708
Dorsey & Whitney Trust
South Dakota
$626K +$370K +4,946 +149%
BCM
709
Brookstone Capital Management
Illinois
$618K +$9.56K +128 +2%
MNBTD
710
Moody National Bank Trust Division
Texas
$612K +$1.12K +15 +0.2%
SCA
711
Salient Capital Advisors
Texas
$609K +$217K +2,900 +56%
LCP
712
Legacy Capital Partners
Wisconsin
$604K +$58.3K +780 +11%
BWAM
713
Boyd Watterson Asset Management
Ohio
$603K -$3.44K -46 -0.6%
DBIA
714
Dumont & Blake Investment Advisors
New Jersey
$601K -$13.1K -175 -2%
RC
715
RegentAtlantic Capital
New Jersey
$594K -$25.8K -345 -4%
Twin Tree Management
716
Twin Tree Management
Texas
$593K +$587K +7,850 New
ANRIA
717
American National Registered Investment Advisor
Texas
$581K
SCM
718
Sterling Capital Management
North Carolina
$573K -$175K -2,345 -24%
IB
719
Intrust Bank
Kansas
$565K -$67.4K -902 -11%
AP
720
Advisor Partners
California
$565K +$47.9K +641 +9%
ACM
721
Azimuth Capital Management
Michigan
$564K -$35.3K -472 -6%
RG
722
Rathbones Group
United Kingdom
$557K
EWM
723
Evercore Wealth Management
New York
$556K +$19.8K +265 +4%
SIC
724
Shoker Investment Counsel
Ohio
$555K +$8.74K +117 +2%
CCA
725
Checchi Capital Advisers
California
$548K -$27.9K -373 -5%

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.