Occidental Petroleum
1,004 hedge funds and large institutions have $42.6B invested in Occidental Petroleum in 2015 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 374 increasing their positions, 416 reducing their positions, and 103 closing their positions.
50% more call options, than puts
Call options by funds: $666M | Put options by funds: $445M
1.1% more ownership
Funds ownership: 81.09% → 82.19% (+1.1%)
3% less funds holding
Funds holding: 1,039 → 1,004 (-35)
10% less repeat investments, than reductions
Existing positions increased: 374 | Existing positions reduced: 416
11% less capital invested
Capital invested by funds: $48B → $42.6B (-$5.4B)
23% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 103
29% less funds holding in top 10
Funds holding in top 10: 28 → 20 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$609M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$382M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$265M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$195M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$174M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$98.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$79.1M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$76.4M |
| 4 |
IC
Institutional Capital
Chicago,
Illinois
|
-$75.9M |
| 5 |
D.E. Shaw & Co
New York
|
-$66.8M |
OXY Hedge Fund Activity: Q3 2015 in Review
1,004 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q3 2015, worth a combined $42.6B — down 11% from $48B a quarter earlier.
Sellers outnumbered buyers: 103 funds closed out of OXY and 79 opened new positions — a net loss of 24 holders — while 416 trimmed existing stakes and 374 added.
The largest buyer was Bank of America, adding an estimated $609M. The largest seller was Deutsche Bank, cutting an estimated $98.5M.
- 1,004 institutional investors held Occidental Petroleum (OXY) as of Q3 2015, down from 1,039 in Q2 2015.
- Funds reported $42.6B of Occidental Petroleum stock for Q3 2015, down 11% quarter-over-quarter.
- 79 funds opened new Occidental Petroleum positions in Q3 2015 and 103 closed out, a net change of -24 holders.
- The largest Occidental Petroleum buyer in Q3 2015 was Bank of America, an estimated $609M added.
- The largest Occidental Petroleum seller in Q3 2015 was Deutsche Bank, an estimated $98.5M sold.
Based on aggregated 13F filings for Q3 2015.