Occidental Petroleum
1,081 hedge funds and large institutions have $50.3B invested in Occidental Petroleum in 2014 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 254 increasing their positions, 717 reducing their positions, and 141 closing their positions.
242% more call options, than puts
Call options by funds: $2.37B | Put options by funds: $692M
2.5% less ownership
Funds ownership: 82.97% → 80.47% (-2.5%)
4% less funds holding
Funds holding: 1,127 → 1,081 (-46)
16% less capital invested
Capital invested by funds: $59.7B → $50.3B (-$9.42B)
23% less first-time investments, than exits
New positions opened: 109 | Existing positions closed: 141
56% less funds holding in top 10
Funds holding in top 10: 54 → 24 (-30)
65% less repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 717
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$966M |
| 2 |
IC
Institutional Capital
Chicago,
Illinois
|
+$482M |
| 3 |
AIG
American International Group
New York
|
+$277M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$180M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$139M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$537M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$336M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$274M |
| 4 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$192M |
| 5 |
Neuberger Berman Group
New York
|
-$161M |
OXY Hedge Fund Activity: Q4 2014 in Review
1,081 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2014, worth a combined $50.3B — down 16% from $59.7B a quarter earlier.
Sellers outnumbered buyers: 141 funds closed out of OXY and 109 opened new positions — a net loss of 32 holders — while 717 trimmed existing stakes and 254 added.
The largest buyer was JP Morgan Chase, adding an estimated $966M. The largest seller was Fidelity Investments, cutting an estimated $537M.
- 1,081 institutional investors held Occidental Petroleum (OXY) as of Q4 2014, down from 1,127 in Q3 2014.
- Funds reported $50.3B of Occidental Petroleum stock for Q4 2014, down 16% quarter-over-quarter.
- 109 funds opened new Occidental Petroleum positions in Q4 2014 and 141 closed out, a net change of -32 holders.
- The largest Occidental Petroleum buyer in Q4 2014 was JP Morgan Chase, an estimated $966M added.
- The largest Occidental Petroleum seller in Q4 2014 was Fidelity Investments, an estimated $537M sold.
Based on aggregated 13F filings for Q4 2014.