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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
LIM
901
Leavell Investment Management
Alabama
$215K -$22.4K -300 -10%
GT
902
Greenleaf Trust
Michigan
$214K -$30K -402 -12%
QCG
903
Quadrant Capital Group
Ohio
$213K +$19.9K +266 +10%
NGA
904
Naples Global Advisors
Florida
$212K +$209K +2,801 New
HCM
905
Howland Capital Management
Massachusetts
$211K +$209K +2,798 New
VDI
906
Vaughan David Investments
Illinois
$208K +$206K +2,754 New
CFP
907
Cornerstone Financial Partners
North Carolina
$207K +$205K +2,745 New
PI
908
PineBridge Investments
New York
$203K +$200K +2,681 New
BDF
909
Balasa Dinverno & Foltz
$200K +$198K +2,649 New
PCA
910
Private Capital Advisors
Connecticut
$200K +$198K +2,650 New
WIA
911
Westbourne Investment Advisors
Maryland
$195K +$193K +2,586 New
First Eagle Investment Management
912
First Eagle Investment Management
New York
$191K -$2.29M -30,700 -92%
GWS
913
Glassman Wealth Services
Virginia
$186K
PMFA
914
Plante Moran Financial Advisors
Michigan
$177K -$25.4K -340 -13%
VFA
915
Virtus Fund Advisers
Connecticut
$164K
MRCM
916
M&R Capital Management
New Jersey
$164K +$163K +2,178 New
ASN
917
Advisory Services Network
Georgia
$159K +$11.8K +158 +8%
SAMC
918
Shinko Asset Management Company
Japan
$151K
JFGIW
919
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K +$56.5K +756 +65%
QAM
920
QCI Asset Management
New York
$144K +$39.2K +525 +38%
BFEC
921
Benjamin F. Edwards & Company
Missouri
$140K -$13.1K -175 -9%
AIM
922
Anchor Investment Management
South Carolina
$138K
GXMC
923
Global X Management Company
New York
$137K +$79.5K +1,064 +142%
TRCT
924
Tower Research Capital (TRC)
New York
$137K +$83.8K +1,121 +161%
FNB
925
Farmers National Bank
Kentucky
$133K +$132K +1,763 New

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.