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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
VF
776
Virtu Financial
New York
$389K +$385K +5,154 New
CAG
777
Crestwood Advisors Group
Massachusetts
$388K
CA
778
Cetera Advisors
Colorado
$387K +$20.7K +277 +6%
LC
779
Loews Corp
New York
$386K -$77.7K -1,040 -17%
YIA
780
YHB Investment Advisors
Connecticut
$386K +$40.7K +545 +12%
IAMOG
781
Investors Asset Management of Georgia
Georgia
$385K
TCB
782
Texas Capital Bancshares
Texas
$383K -$4.41K -59 -1%
WJA
783
Williams Jones & Associates
New York
$383K +$194K +2,600 +105%
HIH
784
HRS Investment Holdings
New York
$378K
ECM
785
EagleClaw Capital Management
Massachusetts
$377K -$3.74K -50 -1%
HCA
786
Harbour Capital Advisors
Virginia
$377K
AB
787
Atlas Brown
Kentucky
$375K
ICAS
788
Investors Capital Advisory Services
Massachusetts
$375K +$224 +3 +0.1%
Members Trust
789
Members Trust
Florida
$375K +$371K +4,958 New
TCOO
790
Trust Company of Oklahoma
Oklahoma
$374K +$370K +4,950 New
SC
791
SouthState Corp
Florida
$374K -$39.1K -523 -10%
SWP
792
Stratos Wealth Partners
Ohio
$369K -$46.4K -621 -11%
ICOA
793
Investment Centers of America
North Dakota
$368K +$58.1K +777 +19%
PAIA
794
Park Avenue Institutional Advisers
New York
$365K +$971 +13 +0.3%
CWM
795
CIBC World Markets
New York
$361K +$85.8K +1,148 +32%
CI
796
Capital Innovations
Wisconsin
$356K -$182K -2,430 -34%
BSPF
797
British Steel Pension Fund
United Kingdom
$354K -$265K -3,549 -43%
GW
798
GW & Wade
Massachusetts
$351K -$23.9K -320 -6%
SF
799
Synovus Financial
Georgia
$350K -$20.6K -276 -6%
WIP
800
Wellesley Investment Partners
Massachusetts
$347K +$37.4K +500 +12%

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.