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
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$49.6M +$741K +9,913 +2%
MG
127
Mitchell Group
Texas
$47M +$4.76M +63,760 +11%
WHG
128
Westwood Holdings Group
Texas
$47M -$10.3M -137,980 -18%
BNP Paribas Asset Management
129
BNP Paribas Asset Management
France
$46.6M -$1.21M -16,155 -3%
M&T Bank
130
M&T Bank
New York
$46.3M +$5.93M +79,352 +15%
GC
131
Guggenheim Capital
Illinois
$45.8M -$2.22M -29,681 -5%
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$45.3M -$18.8M -251,206 -30%
SEI Investments
133
SEI Investments
Pennsylvania
$44.2M -$1.5M -20,036 -3%
DC
134
Davenport & Co
Virginia
$44.1M +$246K +3,294 +0.6%
Adage Capital Partners
135
Adage Capital Partners
Massachusetts
$43.7M +$7.03M +94,100 +19%
SB
136
Suntrust Banks
Georgia
$43.4M +$1.26M +16,903 +3%
Fidelity International
137
Fidelity International
Bermuda
$43M +$671K +8,973 +2%
D.E. Shaw & Co
138
D.E. Shaw & Co
New York
$41.8M -$3.66M -49,031 -8%
Renaissance Technologies
139
Renaissance Technologies
New York
$41.5M +$23.4M +313,000 +133%
HI
140
Honeywell International
North Carolina
$40.9M -$11.7M -156,800 -22%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.7M -$137K -1,838 -0.3%
US Bancorp
142
US Bancorp
Minnesota
$40.7M -$2.58M -34,462 -6%
WHRC
143
W.H. Reaves & Co
New Jersey
$39.7M +$886K +11,862 +2%
Luther King Capital Management (LKCM)
144
Luther King Capital Management (LKCM)
Texas
$37.8M +$6.52M +87,260 +21%
BCIM
145
British Columbia Investment Management
British Columbia, Canada
$37.1M +$415K +5,550 +1%
WRF
146
Waddell & Reed Financial
Kansas
$37M +$691K +9,248 +2%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$36.2M +$662K +8,861 +2%
STMM
148
South Texas Money Management
Texas
$35.6M +$2.19M +29,264 +7%
SCM
149
SKBA Capital Management
California
$34.9M +$2.81M +37,600 +9%
National Pension Service
150
National Pension Service
South Korea
$34.5M +$3.2M +42,782 +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.