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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
LNB
1001
Ledyard National Bank
$28K -$14.9K -200 -35%
KPCM
1002
Kings Point Capital Management
New York
$28K
HFM
1003
Hartford Financial Management
Connecticut
$28K +$1.57K +21 +6%
CWM
1004
Cranbrook Wealth Management
Michigan
$27K
CIA
1005
Cascade Investment Advisors
Oregon
$24.2K +$23.9K +320 New
SAM
1006
Sunnymeath Asset Management
New Jersey
$24K
JSAM
1007
J. Safra Asset Management
New York
$23K -$476K -6,374 -95%
AC
1008
Alexandria Capital
Virginia
$23K +$2.47K +33 +12%
SWA
1009
Sutton Wealth Advisors
Florida
$22.2K
AOWM
1010
Alpha Omega Wealth Management
Virginia
$21K
RWG
1011
Regal Wealth Group
California
$21K
TCM
1012
Tradewinds Capital Management
Washington
$20K +$7.85K +105 +66%
CIM
1013
CenturyLink Investment Management
Colorado
$19K -$565K -7,560 -97%
NSIM
1014
North Star Investment Management
Illinois
$19K -$41.1K -550 -69%
CCM
1015
Cribstone Capital Management
Maine
$17K +$17K +227 New
CBT
1016
Central Bank & Trust
Kentucky
$16K +$4.71K +63 +44%
BC
1017
Barnett & Company
Tennessee
$15K
HDIM
1018
Hanson & Doremus Investment Management
Vermont
$13K
TFO
1019
Tarbox Family Office
California
$13K +$224 +3 +2%
BC
1020
Bartlett & Co
Ohio
$13K +$1.94K +26 +17%
VCM
1021
Vigilant Capital Management
Maine
$13K +$12.6K +169 New
VNA
1022
Valley National Advisers
Pennsylvania
$12K -$3.59K -48 -24%
DSN
1023
D. Scott Neal
Kentucky
$11K +$8.89K +119 +441%
MA
1024
MCF Advisors
Kentucky
$10K +$2.24K +30 +30%
WAS
1025
WESPAC Advisors SoCal
California
$9.07K +$8.97K +120 New

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.