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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
AL
851
Aspiriant LLC
California
$282K -$150K -2,012 -35%
SYBT
852
Stock Yards Bank & Trust
Kentucky
$282K +$20.6K +276 +8%
PGFC
853
Peapack-Gladstone Financial Corp
New Jersey
$282K -$172K -2,300 -38%
BCA
854
Bray Capital Advisors
Florida
$281K -$48.9K -655 -15%
CCC
855
Chelsea Counsel Company
California
$280K -$112K -1,500 -29%
TCM
856
Twin Capital Management
Pennsylvania
$275K +$272K +3,645 New
BRM
857
Boston Research & Management
Massachusetts
$274K
FHA
858
First Horizon Advisors
Tennessee
$272K -$274K -3,666 -50%
ACM
859
Alpha Capital Management
Texas
$271K -$90.5K -1,211 -25%
SLF
860
Sun Life Financial
Ontario, Canada
$270K -$165K -2,211 -38%
Fiera Capital (Canada)
861
Fiera Capital (Canada)
Quebec, Canada
$270K -$27.3K -365 -9%
RB
862
Rodgers Brothers
Pennsylvania
$269K -$37.4K -500 -12%
PAS
863
Partnervest Advisory Services
California
$267K +$3.21K +43 +1%
CAM
864
CG Asset Management
New York
$266K -$16.4K -220 -6%
LCM
865
Logan Capital Management
Pennsylvania
$266K +$12.7K +170 +5%
WI
866
WrapManager Inc
California
$266K +$263K +3,526 New
EB
867
Eastern Bank
Massachusetts
$264K -$23.1K -309 -8%
RCAG
868
Rehmann Capital Advisory Group
Michigan
$263K -$43.4K -581 -14%
BCM
869
Bridgeway Capital Management
Texas
$263K -$7.47K -100 -3%
PRS
870
Pinkerton Retirement Specialists
Idaho
$263K +$260K +3,481 +348,100%
BCM
871
Bayesian Capital Management
New York
$263K +$260K +3,484 New
S
872
SignatureFD
Georgia
$259K +$47.9K +641 +23%
GLA
873
Great Lakes Advisors
Illinois
$258K -$42.1K -563 -14%
HR
874
Howe & Rusling
New York
$258K -$22.6K -302 -8%
BFM
875
Boston Financial Management
Massachusetts
$257K

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.