Occidental Petroleum
1,127 hedge funds and large institutions have $59.7B invested in Occidental Petroleum in 2014 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 471 increasing their positions, 428 reducing their positions, and 82 closing their positions.
256% more call options, than puts
Call options by funds: $3.4B | Put options by funds: $955M
10% more repeat investments, than reductions
Existing positions increased: 471 | Existing positions reduced: 428
0.9% less ownership
Funds ownership: 83.87% → 82.97% (-0.9%)
3% less funds holding
Funds holding: 1,158 → 1,127 (-31)
9% less capital invested
Capital invested by funds: $65.3B → $59.7B (-$5.58B)
11% less funds holding in top 10
Funds holding in top 10: 61 → 54 (-7)
24% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
+$236M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$185M |
| 3 |
JP Morgan Chase
New York
|
+$143M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$130M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$611M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$440M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$244M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$172M |
| 5 |
D.E. Shaw & Co
New York
|
-$161M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
1201
Hudock Inc
Williamsport,
Pennsylvania
| – | -$62K | -626 | Closed |
|
|
SFPIA
1202
Stevens First Principles Investment Advisors
Newport Beach,
California
| – | -$51K | -522 | Closed |
|
|
AP
1203
Advisors Preferred
Rockville,
Maryland
| – | -$35.2K | -358 | Closed |
|
|
NIM
1204
NuWave Investment Management
Parsippany,
New Jersey
| – | -$28K | -287 | Closed |
|
1205
Group One Trading
Chicago,
Illinois
| – | -$10K | -104 | Closed |
|
|
MBT
1206
Monroe Bank & Trust
Monroe,
Michigan
| – | -$10K | -104 | Closed |
|
|
NMIS
1207
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$10K | -104 | Closed |
|
|
WF
1208
WealthTrust Fairport
Cleveland,
Ohio
| – | -$1K | -5 | Closed |
|
|
MIM
1209
Macroview Investment Management
Bethesda,
Maryland
| – | +$288 | +3 | New |
|
OXY Hedge Fund Activity: Q3 2014 in Review
1,127 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q3 2014, worth a combined $59.7B — down 8.5% from $65.3B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of OXY and 62 opened new positions — a net loss of 20 holders — while 428 trimmed existing stakes and 471 added.
The largest buyer was Institutional Capital, opening a new position worth an estimated $236M. The largest seller was Norges Bank, cutting an estimated $611M.
- 1,127 institutional investors held Occidental Petroleum (OXY) as of Q3 2014, down from 1,158 in Q2 2014.
- Funds reported $59.7B of Occidental Petroleum stock for Q3 2014, down 8.5% quarter-over-quarter.
- 62 funds opened new Occidental Petroleum positions in Q3 2014 and 82 closed out, a net change of -20 holders.
- The largest Occidental Petroleum buyer in Q3 2014 was Institutional Capital, an estimated $236M added.
- The largest Occidental Petroleum seller in Q3 2014 was Norges Bank, an estimated $611M sold.
Based on aggregated 13F filings for Q3 2014.