We are live on ! Find out more
OXY icon

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
MFW
926
Mosaic Family Wealth
Missouri
$132K +$25.6K +343 +25%
AIM
927
Advantage Investment Management
Iowa
$129K +$448 +6 +0.4%
Cohen & Steers
928
Cohen & Steers
New York
$128K -$37.4K -500 -23%
DSC
929
Duncker Streett & Co
Missouri
$125K +$9.71K +130 +9%
VCM
930
Versant Capital Management
Arizona
$123K +$2.69K +36 +2%
MFBTD
931
MB Financial Bank - Trust Department
Illinois
$122K
IIC
932
Integrated Investment Consultants
Michigan
$122K +$11.7K +157 +11%
SFG
933
SevenBridge Financial Group
Pennsylvania
$121K +$119K +1,596 New
JIC
934
Joel Isaacson & Co
New York
$119K
OC
935
Oakworth Capital
Alabama
$115K +$7.47K +100 +7%
WEC
936
Winslow Evans & Crocker
Massachusetts
$112K
LSV Asset Management
937
LSV Asset Management
Illinois
$111K +$110K +1,475 New
FNYS
938
First New York Securities
New York
$110K +$109K +1,455 New
KTC
939
Kistler-Tiffany Companies
Pennsylvania
$102K +$1.42K +19 +1%
HI
940
Hudock Inc
Pennsylvania
$99K +$40.2K +538 +69%
RCM
941
Riverhead Capital Management
Delaware
$97K -$4.53M -60,636 -97%
KT
942
Kanaly Trust
Texas
$96K +$1.12K +15 +1%
HPBT
943
High Point Bank & Trust
North Carolina
$94K
SSB
944
Sandy Spring Bank
Maryland
$93K -$5.23K -70 -5%
GAM
945
Gemmer Asset Management
California
$92K +$2.99K +40 +3%
AA
946
Apriem Advisors
California
$92K +$11.7K +157 +15%
CB
947
Community Bank
New York
$88K -$3.74K -50 -4%
EFSCE
948
Enterprise Financial Services Corp (EFSC)
Missouri
$86K
BBPWM
949
Blue Bell Private Wealth Management
Pennsylvania
$84K -$8.22K -110 -9%
CFA
950
CT Financial Advisors
Pennsylvania
$83.4K

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.