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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
AIS
951
Accurate Investment Solutions
Pennsylvania
$81K -$33.6K -449 -30%
MUS
952
Mitsubishi UFJ Securities
Japan
$81K +$80K +1,070 New
WA
953
WFG Advisors
Texas
$80K +$8.74K +117 +13%
DAM
954
Delta Asset Management
Tennessee
$79K
LWM
955
LBA Wealth Management
Florida
$79K +$10.5K +140 +16%
FFC
956
First Financial Corp
Indiana
$78K -$58.3K -780 -43%
FANJ
957
Financial Architects (New Jersey)
New Jersey
$78K +$36.1K +483 +88%
VC
958
Vestor Capital
Illinois
$77K -$2.24K -30 -3%
IA
959
IndexIQ Advisors
New York
$76K -$282K -3,771 -79%
FPFS
960
First Personal Financial Services
North Carolina
$73K +$68.7K +920 +1,586%
LOT
961
Lombard Odier Transatlantic
Quebec, Canada
$72K +$3.74K +50 +6%
PFBT
962
Parkside Financial Bank & Trust
Missouri
$71K -$33.6K -450 -32%
ST
963
Smithfield Trust
Pennsylvania
$71K +$4.63K +62 +7%
TC
964
Trust Company
Kansas
$70K
BWA
965
Burt Wealth Advisors
Maryland
$70K +$149 +2 +0.2%
BL
966
Balentine LLC
Georgia
$70K +$40.8K +546 +144%
AFIA
967
America First Investment Advisors
Nebraska
$68K
WA
968
WealthTrust-Arizona
Arizona
$67K +$374 +5 +0.6%
VIA
969
Vantage Investment Advisors
Pennsylvania
$65K -$8.22K -110 -11%
GBBWRPM
970
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$65K
MWP
971
MYCIO Wealth Partners
Pennsylvania
$64K -$52.2K -699 -45%
AF
972
Allworth Financial
California
$60K -$17.2K -230 -23%
HCM
973
Highlander Capital Management
New Jersey
$60K
WC
974
Whitnell & Co
Illinois
$60K
PSC
975
Prentiss Smith & Co
Vermont
$59K

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.