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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
BG
76
Bahl & Gaynor
Ohio
$124M -$4.97M -66,472 -4%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$119M +$2.29M +30,651 +2%
Canada Life
78
Canada Life
Manitoba, Canada
$111M +$25.4M +339,650 +30%
CS
79
Credit Suisse
Switzerland
$108M +$8.46M +113,256 +9%
EAM
80
Eagle Asset Management
Florida
$106M +$42.7M +570,838 +68%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$106M +$753K +10,080 +0.7%
NIMC
82
NWQ Investment Management Company
California
$102M -$16.3M -218,445 -14%
O
83
OppenheimerFunds
New York
$101M +$17.1M +228,301 +20%
Capital World Investors
84
Capital World Investors
California
$101M +$98.6M +1,319,156 +10,638%
Prudential Financial
85
Prudential Financial
New Jersey
$100M +$4.59M +61,398 +5%
MTB
86
Mizuho Trust & Banking
Japan
$98.4M +$650K +8,700 +0.7%
WBC
87
Westpac Banking Corp
Australia
$97.6M +$91.9M +1,230,012 +1,998%
CP
88
Coho Partners
Pennsylvania
$91.4M +$7.69M +102,861 +9%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$90.3M +$5.47M +73,161 +7%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$88.4M +$590K +7,892 +0.7%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$84.7M +$13.1M +175,534 +19%
Los Angeles Capital Management
92
Los Angeles Capital Management
California
$80.7M +$77.4M +1,036,087 +3,302%
Credit Agricole
93
Credit Agricole
France
$80.6M +$15.7M +210,696 +25%
Bessemer Group
94
Bessemer Group
New Jersey
$79.5M +$89.4K +1,196 +0.1%
Principal Financial Group
95
Principal Financial Group
Iowa
$78.9M -$3.95M -52,884 -5%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$77.7M +$13.4M +179,600 +21%
Lazard Asset Management
97
Lazard Asset Management
New York
$76.9M -$25.1M -336,003 -25%
BJ
98
BlackRock Japan
Japan
$76.8M +$2.36M +31,592 +3%
ACM
99
Astenbeck Capital Management
Connecticut
$74M
NFA
100
Nationwide Fund Advisors
Ohio
$74M -$5M -66,939 -6%

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.