We are live on ! Find out more
OXY icon

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
LP
1101
LMR Partners
United Kingdom
-$248 -3,630 Closed
MBT
1102
Montecito Bank & Trust
California
-$241K -3,526 Closed
BFM
1103
Boothbay Fund Management
New York
-$234K -3,421 Closed
CIBC World Market
1104
CIBC World Market
Ontario, Canada
-$211K -3,080 Closed
WF
1105
Welch & Forbes
Massachusetts
-$210K -3,070 Closed
AL
1106
Airain Ltd
Guernsey
-$209K -3,056 Closed
ED
1107
Exane Derivatives
France
-$206K -3,010 Closed
CG
1108
Cutler Group
California
-$188K -2,517 Closed
SMG
1109
Spectrum Management Group
Indiana
-$111K -1,615 Closed
BAM
1110
Barrett Asset Management
New York
-$68K -1,000 Closed
ST
1111
Spot Trading
Illinois
-$70.3K -941 Closed
AWMS
1112
Advocacy Wealth Management Services
Georgia
-$28K -406 Closed
RIM
1113
RS Investment Management
California
-$23K -335 Closed
CA
1114
CapWealth Advisors
Tennessee
-$15K -214 Closed
WAS
1115
Winch Advisory Services
Wisconsin
-$14K -200 Closed
MBT
1116
Monroe Bank & Trust
Michigan
-$11K -164 Closed
FCCM
1117
First City Capital Management
Georgia
-$10.3K -150 Closed
PR
1118
Payden & Rygel
California
-$8K -118 Closed
IR
1119
Invictus RG
Bermuda
-$7K -109 Closed
SFM
1120
Systematic Financial Management
New Jersey
-$2K -30 Closed
ADL
1121
Asset Dedication LLC
California
-$1K -11 Closed
WAP
1122
Wealthcare Advisory Partners
Pennsylvania
+$75 +1 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.