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Occidental Petroleum
OXY

1,006 hedge funds and large institutions have $60.5B invested in Occidental Petroleum in 2013 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 439 increasing their positions, 345 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $1.46B | Put options by funds: $707M

41% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 63

27% more repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 345

21% more funds holding in top 10

Funds holding in top 10: 53 → 64 (+11)

6% more capital invested

Capital invested by funds: $57.3B → $60.5B (+$3.18B)

2% more funds holding

Funds holding: 991 → 1,006 (+15)

0.24% more ownership

Funds ownership: 83.35% → 83.59% (+0.24%)

Holders
1,006
Holders Change
+15
Holders Change %
+1.51%
% of All Funds
32.62%
Holding in Top 10
64
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20.75%
% of All Funds
2.08%
New
89
Increased
439
Reduced
345
Closed
63
Calls
$1.46B
Puts
$707M
Net Calls
+$750M
Net Calls Change
+$339M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$380M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$359M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$167M
4
AL
AJO LP
Pennsylvania
+$149M
5
EAM
Edge Asset Management
Washington
+$143M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$726M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$363M
3
SP
Sarasin & Partners
United Kingdom
-$177M
4
DSA
Davis Selected Advisers
Arizona
-$176M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$170M
Name Holding Trade Value Shares
Change 		Change in
Stake
NLGIA
1026
Nippon Life Global Investors Americas
New York
– -$3.85M -45,079 Closed
SC
1027
Sculptor Capital
New York
– -$3.74M -43,488 Closed
AIP
1028
ARS Investment Partners
New York
– -$3.47M -40,567 Closed
SGCA
1029
Steel Grove Capital Advisors
Tennessee
– -$3.01M -34,937 Closed
TIM
1030
TBP Investments Management
Texas
– -$2.85M -33,401 Closed
PP
1031
PDT Partners
New York
– -$2.73M -31,939 Closed
TI
1032
Turner Investments
Pennsylvania
– -$2.63M -30,802 Closed
QT
1033
Quantbot Technologies
New York
– -$2.39M -27,973 Closed
NCM
1034
Newgate Capital Management
Connecticut
– -$2.35M -27,463 Closed
GCP
1035
GSA Capital Partners
United Kingdom
– -$1.67M -19,518 Closed
LWM
1036
Lyons Wealth Management
Florida
– -$1.61M -18,788 Closed
GACM
1037
Green Arrow Capital Management
New York
– -$1.37M -16,074 Closed
CR
1038
Cooperatieve Rabobank
Netherlands
– -$1.14M -13,307 Closed
WCM
1039
Winton Capital Management
United Kingdom
– -$1.06M -12,417 Closed
CI
1040
Cowen Inc
New York
– -$1.03M -11,951 Closed
SBCM
1041
Silver Bridge Capital Management
Massachusetts
– -$846K -9,893 Closed
DS
1042
DRW Securities
Illinois
– -$746K -8,728 Closed
TAM
1043
Thornmark Asset Management
Ontario, Canada
– -$635K -7,434 Closed
TT
1044
Tiedemann Trust
Delaware
– -$535K -6,263 Closed
PAM
1045
Paradigm Asset Management
New York
– -$513K -6,002 Closed
CSM
1046
Central Square Management
Illinois
– -$435K -5,093 Closed
BCM
1047
Bluefin Capital Management
New York
– -$400K -4,404 Closed
MME
1048
Meag Munich Ergo
Germany
– -$342K -3,982 Closed
HB
1049
Homrich & Berg
Georgia
– -$332K -3,889 Closed
DD
1050
Dominick & Dominick
New York
– -$268K -3,131 Closed
39 40 41
42
43

OXY Hedge Fund Activity: Q3 2013 in Review

1,006 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q3 2013, worth a combined $60.5B — up 5.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new OXY positions and 63 closed out — a net gain of 26 holders — while 439 added to existing stakes and 345 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $380M. The largest seller was Fidelity Investments, cutting an estimated $726M.

  • 1,006 institutional investors held Occidental Petroleum (OXY) as of Q3 2013, up from 991 in Q2 2013.
  • Funds reported $60.5B of Occidental Petroleum stock for Q3 2013, up 5.5% quarter-over-quarter.
  • 89 funds opened new Occidental Petroleum positions in Q3 2013 and 63 closed out, a net change of +26 holders.
  • The largest Occidental Petroleum buyer in Q3 2013 was JP Morgan Chase, an estimated $380M added.
  • The largest Occidental Petroleum seller in Q3 2013 was Fidelity Investments, an estimated $726M sold.

Based on aggregated 13F filings for Q3 2013.