Occidental Petroleum
1,077 hedge funds and large institutions have $60.6B invested in Occidental Petroleum in 2013 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 409 increasing their positions, 401 reducing their positions, and 59 closing their positions.
137% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 59
75% more call options, than puts
Call options by funds: $1.57B | Put options by funds: $900M
7% more funds holding
Funds holding: 1,006 → 1,077 (+71)
2% more repeat investments, than reductions
Existing positions increased: 409 | Existing positions reduced: 401
0% more capital invested
Capital invested by funds: $60.5B → $60.6B (+$148M)
1.61% less ownership
Funds ownership: 83.59% → 81.98% (-1.6%)
19% less funds holding in top 10
Funds holding in top 10: 64 → 52 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$210M |
| 2 |
Goldman Sachs
New York
|
+$114M |
| 3 |
D.E. Shaw & Co
New York
|
+$111M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$93.5M |
| 5 |
State Street
Boston,
Massachusetts
|
+$91.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$354M |
| 2 |
RIM
RS Investment Management
San Francisco,
California
|
-$233M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$218M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$200M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$162M |
OXY Hedge Fund Activity: Q4 2013 in Review
1,077 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2013, worth a combined $60.6B — up 0.25% from $60.5B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new OXY positions and 59 closed out — a net gain of 81 holders — while 409 added to existing stakes and 401 trimmed.
The largest buyer was Vanguard Group, adding an estimated $210M. The largest seller was JP Morgan Chase, cutting an estimated $354M.
- 1,077 institutional investors held Occidental Petroleum (OXY) as of Q4 2013, up from 1,006 in Q3 2013.
- Funds reported $60.6B of Occidental Petroleum stock for Q4 2013, up 0.25% quarter-over-quarter.
- 140 funds opened new Occidental Petroleum positions in Q4 2013 and 59 closed out, a net change of +81 holders.
- The largest Occidental Petroleum buyer in Q4 2013 was Vanguard Group, an estimated $210M added.
- The largest Occidental Petroleum seller in Q4 2013 was JP Morgan Chase, an estimated $354M sold.
Based on aggregated 13F filings for Q4 2013.