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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
HSBC Holdings
101
HSBC Holdings
United Kingdom
$73.7M -$2.53M -33,835 -3%
RRAM
102
River Road Asset Management
Kentucky
$72.5M -$26.8M -358,791 -27%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$71.9M +$240K +3,210 +0.3%
AAMU
104
Amundi Asset Management US
Massachusetts
$70.9M -$13.8M -184,740 -16%
PI
105
Putnam Investments
Massachusetts
$70.7M -$6.26M -83,707 -8%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$69.5M -$3.99M -53,380 -5%
Allianz Asset Management
107
Allianz Asset Management
Germany
$65.5M +$1.51M +20,153 +2%
AIM
108
Artemis Investment Management
United Kingdom
$64.3M -$3.85M -51,533 -6%
Mackenzie Financial
109
Mackenzie Financial
Ontario, Canada
$63.6M -$981K -13,127 -2%
Nordea Investment Management
110
Nordea Investment Management
Sweden
$62.7M -$3.23M -43,217 -5%
CRM
111
Cramer Rosenthal McGlynn
Connecticut
$62.2M -$137K -1,835 -0.2%
CI
112
Cambiar Investors
Colorado
$62M -$1.17M -15,609 -2%
AT
113
AMF Tjänstepension
Sweden
$61.9M +$1.48M +19,750 +2%
MC
114
Montag & Caldwell
Georgia
$59.9M -$1.39M -18,587 -2%
FPA
115
First Pacific Advisors
California
$58.7M -$200M -2,671,060 -77%
GIA
116
Gateway Investment Advisers
Ohio
$55.2M +$67.6K +905 +0.1%
SAM
117
Silvercrest Asset Management
New York
$55.1M +$3.75M +50,249 +7%
Retirement Systems of Alabama
118
Retirement Systems of Alabama
Alabama
$54.9M -$4.33M -58,001 -7%
SO
119
STRS Ohio
Ohio
$53.4M +$105K +1,410 +0.2%
ICM
120
IronBridge Capital Management
Illinois
$53.3M -$14.2K -190 -0%
FWCM
121
Ferguson Wellman Capital Management
Oregon
$52.6M +$1.48M +19,864 +3%
BGIM
122
Brandywine Global Investment Management
Pennsylvania
$52.4M -$76.9M -1,029,734 -60%
DRZID
123
DePrince Race & Zollo Inc (DRZ)
Florida
$51.4M -$5.82M -77,840 -10%
Victory Capital Management
124
Victory Capital Management
Texas
$51.1M -$16.8M -224,934 -25%
Aviva
125
Aviva
United Kingdom
$49.7M +$4.65M +62,198 +10%

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.