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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
ACM
801
Argentus Capital Management
Texas
$345K +$46.3K +619 +16%
ACH
802
ArrowMark Colorado Holdings
Colorado
$344K
FAM
803
Formidable Asset Management
Ohio
$344K +$33.9K +454 +11%
EDRAMF
804
Edmond de Rothschild Asset Management (France)
France
$340K -$137K -1,830 -29%
LWAC
805
Laurel Wealth Advisors (California)
California
$340K -$2.47K -33 -0.7%
DAM
806
Deltec Asset Management
New York
$340K
FIM
807
Fruth Investment Management
Texas
$338K
CPA
808
Court Place Advisors
Maryland
$337K
SS
809
Simplicity Solutions
Minnesota
$336K +$15.6K +209 +5%
SC
810
Savant Capital
Illinois
$335K +$5.23K +70 +2%
TCOT
811
Trust Company of Toledo
Ohio
$334K -$27.9K -374 -8%
MHS
812
M Holdings Securities
Oregon
$330K +$105K +1,411 +48%
LAM
813
Lebenthal Asset Management
New York
$330K +$326K +4,367 New
LH
814
Lebenthal Holdings
New York
$330K +$326K +4,367 New
VNA
815
VNBTrust National Association
Virginia
$330K +$327K +4,370 New
BI
816
Boulegeris Investments
Georgia
$326K +$64.3K +860 +25%
MWM
817
Modera Wealth Management
New Jersey
$325K -$133K -1,776 -29%
SC
818
Skylands Capital
Wisconsin
$325K
FCBT
819
First Citizens Bank & Trust
North Carolina
$325K +$22.3K +299 +7%
CAMG
820
CWA Asset Management Group
Florida
$324K +$321K +4,290 New
NME
821
Notis-McConarty Edward
$323K -$241K -3,225 -43%
I2I
822
Insight 2811 Inc
Illinois
$321K -$43.4K -581 -12%
BWM
823
BerganKDV Wealth Management
Minnesota
$320K
MCA
824
Mercer Capital Advisers
New Jersey
$318K
WTC
825
WhitTier Trust Company
Nevada
$316K -$411K -5,496 -57%

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.