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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
FCT
1026
Family Capital Trust
Massachusetts
$8K
KIG
1027
Kessler Investment Group
Indiana
$8K
NC
1028
NewSquare Capital
Pennsylvania
$5K -$16.8K -225 -79%
HWP
1029
Hefty Wealth Partners
Indiana
$5K
MDCM
1030
Morgan Dempsey Capital Management
Wisconsin
$5K
HCM
1031
Herndon Capital Management
Georgia
$5K +$5.23K +70 New
CA
1032
Commerzbank Aktiengesellschaft
Germany
$4.33K -$18.1M -242,479 -81%
BAM
1033
Brave Asset Management
New Jersey
$4K
DOA
1034
D'Orazio & Associates
Virginia
$4K
FWM
1035
Focused Wealth Management
New York
$4K
ECM
1036
Estabrook Capital Management
New York
$3.78K
AT
1037
Arden Trust
Delaware
$3.33K +$248K +3,318 +8%
DPA
1038
Delphi Private Advisors
California
$3K -$374 -5 -10%
HCM
1039
Horrell Capital Management
Arkansas
$3K
OFS
1040
Orrstown Financial Services
Pennsylvania
$3K
RBC
1041
Roble Belko & Company
Pennsylvania
$3K
MSFP
1042
Mark Sheptoff Financial Planning
Connecticut
$3K +$3.36K +45 New
JWA
1043
JFS Wealth Advisors
Pennsylvania
$2K -$1.87K -25 -56%
EWM
1044
Edge Wealth Management
New York
$2K
MWM
1045
MinichMacGregor Wealth Management
New York
$2K +$598 +8 +30%
CIM
1046
Contravisory Investment Management
Massachusetts
$2K +$1.87K +25 New
PRCM
1047
Pine River Capital Management
Minnesota
$1.1K -$1.05M -14,100 -49%
AIM
1048
Arcadia Investment Management
Michigan
$1K +$1.12K +15 New
PI
1049
PGGM Investments
Netherlands
-$23.2M -338,474 Closed
Millennium Management
1050
Millennium Management
New York
-$18.9M -276,861 Closed

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.