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Occidental Petroleum

1,057 hedge funds and large institutions have $45.3B invested in Occidental Petroleum in 2015 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 440 increasing their positions, 393 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $837M | Put options by funds: $403M

12% more repeat investments, than reductions

Existing positions increased: 440 | Existing positions reduced: 393

0.09% less ownership

Funds ownership: 80.47%80.38% (-0.09%)

2% less funds holding

Funds holding: 1,0811,057 (-24)

10% less capital invested

Capital invested by funds: $50.3B → $45.3B (-$5.05B)

13% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 100

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
1,057
Holders Change
-24
Holders Change %
-2.22%
% of All Funds
28.16%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.53%
New
87
Increased
440
Reduced
393
Closed
100
Calls
$837M
Puts
$403M
Net Calls
+$433M
Net Calls Change
-$1.24B
Name Holding Trade Value Shares
Change
Change in
Stake
WC
976
Whitnell & Co
Illinois
$60K
FNYS
977
First New York Securities
New York
$59.1K +$62.7K +811 New
HCM
978
Highlander Capital Management
New Jersey
$58K -$155K -2,004 -71%
MWP
979
MYCIO Wealth Partners
Pennsylvania
$55K
TC
980
Trust Company
Kansas
$52K +$54.8K +709 New
CFA
981
Camarda Financial Advisors
Florida
$51K
JFA
982
JNBA Financial Advisors
Minnesota
$49K
MVIP
983
Mar Vista Investment Partners
California
$45K
S
984
SignatureFD
Georgia
$45K +$14K +181 +41%
HF
985
Hoxton Financial
West Virginia
$43K
QAM
986
QCI Asset Management
New York
$42K
IMS
987
Index Management Solutions
Pennsylvania
$40K -$24K -311 -36%
CPA
988
Cowen Prime Advisors
New York
$40K
PFG
989
Piershale Financial Group
Illinois
$39K
MMG
990
Monetary Management Group
Missouri
$39K +$7.73K +100 +23%
BL
991
Balentine LLC
Georgia
$39K +$41.8K +541 New
RIA
992
Regal Investment Advisors
Michigan
$38K +$31K +401 +318%
WP
993
WealthPLAN Partners
Nebraska
$38K +$40.3K +521 New
BKA
994
Brick & Kyle Associates
Pennsylvania
$37K +$15.5K +200 +66%
BCI
995
Brinker Capital Investments
Pennsylvania
$34K +$35.8K +463 New
AC
996
Alexandria Capital
Virginia
$33K +$14.4K +186 +71%
IC
997
Intersect Capital
California
$32K +$18.8K +243 +161%
TF
998
Tompkins Financial
New York
$30K -$25K -323 -44%
ECM
999
Estabrook Capital Management
New York
$29.2K -$30.9K -400 -50%
NCM
1000
Nelson Capital Management
California
$29K

OXY Hedge Fund Activity: Q1 2015 in Review

1,057 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q1 2015, worth a combined $45.3B — down 10% from $50.3B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of OXY and 87 opened new positions — a net loss of 13 holders — while 393 trimmed existing stakes and 440 added.

The largest buyer was Bank of America, adding an estimated $440M. The largest seller was Vanguard Group, cutting an estimated $281M.

  • 1,057 institutional investors held Occidental Petroleum (OXY) as of Q1 2015, down from 1,081 in Q4 2014.
  • Funds reported $45.3B of Occidental Petroleum stock for Q1 2015, down 10% quarter-over-quarter.
  • 87 funds opened new Occidental Petroleum positions in Q1 2015 and 100 closed out, a net change of -13 holders.
  • The largest Occidental Petroleum buyer in Q1 2015 was Bank of America, an estimated $440M added.
  • The largest Occidental Petroleum seller in Q1 2015 was Vanguard Group, an estimated $281M sold.

Based on aggregated 13F filings for Q1 2015.