Occidental Petroleum
1,039 hedge funds and large institutions have $48B invested in Occidental Petroleum in 2015 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 383 increasing their positions, 397 reducing their positions, and 95 closing their positions.
113% more call options, than puts
Call options by funds: $1.14B | Put options by funds: $538M
40% more funds holding in top 10
Funds holding in top 10: 20 → 28 (+8)
6% more capital invested
Capital invested by funds: $45.3B → $48B (+$2.73B)
0.71% more ownership
Funds ownership: 80.38% → 81.09% (+0.71%)
4% less repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 397
5% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 95
2% less funds holding
Funds holding: 1,057 → 1,039 (-18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$763M |
| 2 |
JP Morgan Chase
New York
|
+$358M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$349M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$328M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$189M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$452M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$450M |
| 3 |
State Street
Boston,
Massachusetts
|
-$188M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$139M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$97.2M |
OXY Hedge Fund Activity: Q2 2015 in Review
1,039 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2015, worth a combined $48B — up 6% from $45.3B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of OXY and 90 opened new positions — a net loss of 5 holders — while 397 trimmed existing stakes and 383 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $763M. The largest seller was AllianceBernstein, cutting an estimated $452M.
- 1,039 institutional investors held Occidental Petroleum (OXY) as of Q2 2015, down from 1,057 in Q1 2015.
- Funds reported $48B of Occidental Petroleum stock for Q2 2015, up 6% quarter-over-quarter.
- 90 funds opened new Occidental Petroleum positions in Q2 2015 and 95 closed out, a net change of -5 holders.
- The largest Occidental Petroleum buyer in Q2 2015 was T. Rowe Price Associates, an estimated $763M added.
- The largest Occidental Petroleum seller in Q2 2015 was AllianceBernstein, an estimated $452M sold.
Based on aggregated 13F filings for Q2 2015.