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Occidental Petroleum
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Overview Fund Activity

1,056 hedge funds and large institutions have $45.3B invested in Occidental Petroleum in 2015 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 440 increasing their positions, 393 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,056
Holders Change
-23
Holders Change %
-2.13%
% of All Funds
28.17%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.53%
New
86
Increased
440
Reduced
393
Closed
98
Calls
$837M
Puts
$403M
Net Calls
+$433M
Net Calls Change
-$1.24B

Top Buyers

1
Bank of America
Bank of America
North Carolina
$938M
2
BFA
BlackRock Fund Advisors
California
$1.05B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$642M
4
Invesco
Invesco
Georgia
$631M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.28B

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.33B
2
Allianz Asset Management
Allianz Asset Management
Germany
$45.1M
3
PP
Prudential plc
United Kingdom
$109M
4
EIP
Epoch Investment Partners
New York
$413M
5
Capital World Investors
Capital World Investors
California
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
1001
Parasol Investment Management
Illinois
$28K – – –
OSAM
1002
O'Shaughnessy Asset Management
Connecticut
$28K +$8.7K +119 +45%
KPCM
1003
Kings Point Capital Management
New York
$27K – – –
CWM
1004
Cranbrook Wealth Management
Michigan
$26K – – –
FWM
1005
Focused Wealth Management
New York
$26K +$8.05K +109 +45%
AF
1006
Allworth Financial
California
$25K +$25K +339 New
AWM
1007
AllSquare Wealth Management
New York
$24K – – –
RWA
1008
Ropes Wealth Advisors
Massachusetts
$24K +$24K +326 New
TDC
1009
Thompson Davis & Co
Virginia
$22K -$18.4K -257 -46%
FMB
1010
Field & Main Bank
Kentucky
$22K – – –
GI
1011
Gradient Investments
Minnesota
$22K +$14.5K +201 +195%
JWA
1012
JFS Wealth Advisors
Pennsylvania
$21K – – –
TCM
1013
Tradewinds Capital Management
Washington
$21K – – –
UFA
1014
US Financial Advisors
Massachusetts
$21K – – –
ST
1015
Somerset Trust
Pennsylvania
$20K – – –
MSFP
1016
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
FMP
1017
Financial Management Professionals
Texas
$15K – – –
BCB
1018
Brian C. Broderick
$15K – – –
SMG
1019
Spectrum Management Group
Indiana
$15K – – –
NC
1020
NewSquare Capital
Pennsylvania
$15K – – –
VNA
1021
Valley National Advisers
Pennsylvania
$15K +$583 +8 +4%
FANJ
1022
Financial Architects (New Jersey)
New Jersey
$15K +$801 +11 +6%
TJHA
1023
Thomas J. Herzfeld Advisors
Florida
$15K +$8.37K +116 +126%
MSTVIM
1024
Messner & Smith Theme Value Investment Management
California
$15K +$15K +200 New
TNB
1025
Thomasville National Bank
Georgia
$14K +$14K +195 New
39 40
41
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