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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
LWA
976
Lenox Wealth Advisors
New York
$58K -$3.29K -44 -5%
WP
977
WealthPLAN Partners
Nebraska
$57.3K +$116K +1,555 New
CFA
978
Camarda Financial Advisors
Florida
$53K
PFG
979
Piershale Financial Group
Illinois
$48K
AF
980
Arrow Financial
New York
$47K -$13.8K -185 -23%
BKA
981
Brick & Kyle Associates
Pennsylvania
$47K
HCC
982
Hirtle Callaghan & Co
Pennsylvania
$47K
ATC
983
Adirondack Trust Company
New York
$46K -$299 -4 -0.7%
JFA
984
JNBA Financial Advisors
Minnesota
$45K -$5.61K -75 -11%
JCM
985
Jacobi Capital Management
Pennsylvania
$45K +$44.7K +598 New
KA
986
Klingman & Associates
New York
$44K
CPA
987
Cowen Prime Advisors
New York
$42K
WRM
988
Westport Resources Management
Connecticut
$42K
TDC
989
Thompson Davis & Co
Virginia
$40K +$4.26K +57 +12%
ANBT
990
American National Bank & Trust
Texas
$37K +$28.4K +380 +380%
NO
991
Ninety One
South Africa
$37K +$36.6K +490 New
WA
992
Winfield Associates
Ohio
$36K -$19.4K -260 -36%
TJHA
993
Thomas J. Herzfeld Advisors
Florida
$36K
MMG
994
Monetary Management Group
Missouri
$34K
LWM
995
Lenox Wealth Management
Ohio
$33K +$28.5K +381 +719%
CAW
996
Cornerstone Advisors (Washington)
Washington
$32K +$4.71K +63 +18%
ACM
997
Armbruster Capital Management
New York
$30K
NCM
998
Nelson Capital Management
California
$30K
FMP
999
Financial Management Professionals
Texas
$30K +$15.5K +207 +104%
SGAM
1000
Smith Group Asset Management
Texas
$29K -$94.2K -1,261 -77%

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.