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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
GPC
1126
Glacier Peak Capital
Washington
– -$3.33M -36,532 Closed
BIG
1127
Blackthorn Investment Group
Kansas
– -$3.19M -35,058 Closed
SM
1128
Southport Management
Wyoming
– -$2.85M -31,313 Closed
BS
1129
Bessemer Securities
New York
– -$2.17M -23,798 Closed
SH
1130
SeaTown Holdings
Singapore
– -$2M -21,919 Closed
PA
1131
Para Advisors
New York
– -$1.9M -20,875 Closed
FIG
1132
Fortress Investment Group
New York
– -$1.78M -19,519 Closed
ACI
1133
Advance Capital I
Michigan
– -$1.77M -19,466 Closed
TCM
1134
Tributary Capital Management
Nebraska
– -$1.63M -17,849 Closed
CAM
1135
CMT Asset Management
Illinois
– -$1.61M -17,671 Closed
CCM
1136
Catapult Capital Management
New York
– -$1.16M -12,695 Closed
AI
1137
Analytic Investors
California
– -$1.14M -12,487 Closed
NC
1138
Northpointe Capital
Michigan
– -$1M -11,043 Closed
GC
1139
Gruss & Co
Florida
– -$951K -10,438 Closed
DCM
1140
Daruma Capital Management
New York
– -$943K -10,347 Closed
FHB
1141
First Hawaiian Bank
Hawaii
– -$878K -9,638 Closed
WSA
1142
Wall Street Associates
California
– -$761K -8,350 Closed
RTIM
1143
Round Table Investment Management
North Carolina
– -$670K -7,353 Closed
ALA
1144
Atherton Lane Advisers
California
– -$486K -5,337 Closed
UIM
1145
Underhill Investment Management
California
– -$437K -4,801 Closed
Aristotle Capital Management
1146
Aristotle Capital Management
California
– -$346K -3,799 Closed
FAM
1147
Forty4 Asset Management
Illinois
– -$333K -3,653 Closed
MIM
1148
Marco Investment Management
Georgia
– -$315 -3,457 Closed
SFG
1149
SNS Financial Group
Minnesota
– -$293K -3,218 Closed
CONA
1150
Capital One National Association
New York
– -$288K -3,157 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.