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Occidental Petroleum
OXY

1,109 hedge funds and large institutions have $60.5B invested in Occidental Petroleum in 2014 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 468 increasing their positions, 391 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 65

56% more call options, than puts

Call options by funds: $1B | Put options by funds: $642M

20% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 391

4% more funds holding in top 10

Funds holding in top 10: 52 → 54 (+2)

3% more funds holding

Funds holding: 1,079 → 1,109 (+30)

1.27% more ownership

Funds ownership: 81.98% → 83.24% (+1.3%)

0% less capital invested

Capital invested by funds: $60.6B → $60.5B (-$120M)

Holders
1,109
Holders Change
+30
Holders Change %
+2.78%
% of All Funds
32.02%
Holding in Top 10
54
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.85%
% of All Funds
1.56%
New
107
Increased
468
Reduced
391
Closed
65
Calls
$1B
Puts
$642M
Net Calls
+$359M
Net Calls Change
-$312M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$454M
2
AL
AJO LP
Pennsylvania
+$156M
3
Deutsche Bank
Deutsche Bank
Germany
+$143M
4
SC
Sasco Capital
Connecticut
+$119M
5
NIMC
NWQ Investment Management Company
California
+$102M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$511M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$305M
3
VanEck Associates
VanEck Associates
New York
-$180M
4
ECP
Empyrean Capital Partners
California
-$176M
5
BA
BlackRock Advisors
Delaware
-$152M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1101
Macroview Investment Management
Maryland
$4K +$4.2K +47 New
ATC
1102
Adirondack Trust Company
New York
$3K – – –
MCM
1103
Munder Capital Management
Michigan
$3K – – –
IFA
1104
Interactive Financial Advisors
Illinois
$2K +$2.06K +23 New
OSAM
1105
O'Shaughnessy Asset Management
Connecticut
$1K +$715 +8 +160%
EWM
1106
Edge Wealth Management
New York
$1K +$894 +10 New
CAW
1107
Cornerstone Advisors (Washington)
Washington
$1K +$1.25K +14 New
Walleye Trading
1108
Walleye Trading
New York
$833 -$3.12M -34,956 -79%
ECP
1109
Empyrean Capital Partners
California
– -$176M -1,930,983 Closed
UIM
1110
USS Investment Management
United Kingdom
– -$88M -981,964 Closed
DCM
1111
Decade Capital Management
New York
– -$18M -197,841 Closed
Hudson Bay Capital Management
1112
Hudson Bay Capital Management
Connecticut
– -$17.2M -188,703 Closed
CC
1113
Cambrian Capital
California
– -$13.5M -148,158 Closed
CCM
1114
Copeland Capital Management
Pennsylvania
– -$13.1M -144,202 Closed
FWIA
1115
Fort Washington Investment Advisors
Ohio
– -$10.2M -111,997 Closed
AIMCA
1116
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$9.83M -107,926 Closed
ARTA
1117
A.R.T. Advisors
New York
– -$8.28M -90,901 Closed
AF
1118
Ally Financial
Michigan
– -$6.37M -69,933 Closed
Voloridge Investment Management
1119
Voloridge Investment Management
Florida
– -$6.3M -69,123 Closed
RP
1120
Raiff Partners
New York
– -$4.75M -52,189 Closed
BS
1121
Bow Street
New York
– -$4.25M -46,670 Closed
SA
1122
Springowl Associates
New York
– -$4.04M -44,301 Closed
MME
1123
Meag Munich Ergo
Germany
– -$3.82M -42,202 Closed
BCMU
1124
BlueCrest Capital Management (UK)
Guernsey
– -$3.83M -42,064 Closed
EC
1125
EJF Capital
Virginia
– -$3.27M -36,532 Closed
43 44
45
46 47

OXY Hedge Fund Activity: Q1 2014 in Review

1,109 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q1 2014, worth a combined $60.5B — down 0.2% from $60.6B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new OXY positions and 65 closed out — a net gain of 42 holders — while 468 added to existing stakes and 391 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $454M. The largest seller was Fidelity Investments, cutting an estimated $511M.

  • 1,109 institutional investors held Occidental Petroleum (OXY) as of Q1 2014, up from 1,079 in Q4 2013.
  • Funds reported $60.5B of Occidental Petroleum stock for Q1 2014, down 0.2% quarter-over-quarter.
  • 107 funds opened new Occidental Petroleum positions in Q1 2014 and 65 closed out, a net change of +42 holders.
  • The largest Occidental Petroleum buyer in Q1 2014 was JP Morgan Chase, an estimated $454M added.
  • The largest Occidental Petroleum seller in Q1 2014 was Fidelity Investments, an estimated $511M sold.

Based on aggregated 13F filings for Q1 2014.