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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
CCA
876
Cobblestone Capital Advisors
New York
$255K -$5.68K -76 -2%
PCA
877
Peddock Capital Advisors
Massachusetts
$254K +$7.47K +100 +3%
KL
878
KWMG LLC
Kansas
$252K -$3.89K -52 -2%
ISL
879
Ingalls & Snyder LLC
New York
$250K
BIC
880
Bridges Investment Counsel
Nebraska
$248K
RMDI
881
R.M. Davis Inc
Maine
$246K +$13K +174 +6%
PHS
882
Pekin Hardy Strauss
Illinois
$245K +$242K +3,237 New
FMLI
883
Fukoku Mutual Life Insurance
Japan
$242K -$89.7K -1,200 -27%
MCA
884
Morris Capital Advisors
Pennsylvania
$233K -$448 -6 -0.2%
OIA
885
Optimum Investment Advisors
Illinois
$232K -$5.75K -77 -2%
RCA
886
Rowland Carmichael Advisors
Arizona
$230K +$227K +3,039 New
CIA
887
Choate Investment Advisors
Massachusetts
$229K -$41.5K -555 -15%
HIIFS
888
Harel Insurance Investments & Financial Services
Israel
$228K +$226K +3,020 New
CM
889
CoreCommodity Management
Connecticut
$227K -$99.9K -1,337 -31%
BIG
890
Bellwether Investment Group
Tennessee
$226K +$223K +2,990 New
H
891
Hexavest
Quebec, Canada
$225K +$18.5K +247 +9%
GF
892
Gerstein Fisher
New York
$224K +$221K +2,958 New
CFSG
893
Community Financial Services Group
Vermont
$224K +$221K +2,959 New
CC
894
Cipher Capital
New York
$223K -$4.65M -62,255 -95%
IWMPD
895
Integrated Wealth Management (Palm Desert)
California
$219K +$5.83K +78 +3%
MCM
896
MV Capital Management
Maryland
$218K +$15.4K +206 +8%
FMWA
897
Forvis Mazars Wealth Advisors
Missouri
$218K +$216K +2,884 New
CONA
898
Capital One National Association
New York
$218K +$216K +2,889 New
PTC
899
Provident Trust Company
Wisconsin
$217K +$215K +2,872 New
GLI
900
Guardian Life Insurance
New York
$216K +$2.91K +39 +1%

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.