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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
EFS
751
Essex Financial Services
Connecticut
$441K +$299 +4 +0.1%
WAM
752
Wealthspire Advisors (Maryland)
Maryland
$440K -$10.1K -135 -2%
CEP
753
Chicago Equity Partners
Illinois
$436K +$431K +5,765 New
IIM
754
Ipswich Investment Management
Massachusetts
$433K
FPCP
755
Fort Point Capital Partners
California
$431K +$29.9K +400 +8%
GSBTD
756
Glenview State Bank Trust Department
Illinois
$431K +$69.6K +932 +20%
SPC
757
Sigma Planning Corp
Michigan
$429K -$22.6K -303 -5%
NA
758
NewEdge Advisors
Louisiana
$425K +$423K +5,667 New
AI
759
Atria Investments
North Carolina
$422K +$61.1K +818 +17%
CIM
760
CIM Investment Management
Pennsylvania
$420K -$19.4K -260 -4%
BOS
761
Bingham Osborn & Scarborough
California
$419K
KLWA
762
Kelly Lawrence W & Associates
California
$419K +$3.74K +50 +0.9%
HB
763
Homrich & Berg
Georgia
$412K -$182K -2,434 -31%
RHBC
764
R.H. Bluestein & Co
Michigan
$411K -$1.86M -24,957 -82%
CHAM
765
Clear Harbor Asset Management
Connecticut
$407K +$1.5K +20 +0.4%
RWA
766
Ropes Wealth Advisors
Massachusetts
$406K +$377K +5,043 +1,552%
WTB
767
Washington Trust Bank
Washington
$404K +$18.7K +250 +5%
HAM
768
Highstreet Asset Management
Ontario, Canada
$403K -$36.6K -490 -8%
TCM
769
Telos Capital Management
California
$403K -$24.8K -332 -6%
CFMC
770
Curbstone Financial Management Corp
New Hampshire
$403K +$398K +5,330 New
CL
771
Choreo LLC
Illinois
$401K +$12.1K +162 +3%
RT
772
Rockland Trust
Massachusetts
$394K -$6.31M -84,463 -94%
AI
773
Accredited Investors
Minnesota
$393K +$15.2K +203 +4%
RFA
774
Reilly Financial Advisors
California
$392K -$69.5K -930 -15%
WA
775
WBH Advisory
Maryland
$392K -$44.8K -600 -10%

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.