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
State of Tennessee, Department of Treasury
151
State of Tennessee, Department of Treasury
Tennessee
$34.3M +$25.1M +336,420 +288%
RFC
152
Regions Financial Corp
Alabama
$32.9M -$135K -1,803 -0.4%
Citadel Advisors
153
Citadel Advisors
Florida
$32.1M +$28.1M +375,485 +768%
JHIU
154
Janus Henderson Investors US
Colorado
$31.9M +$14.3M +190,831 +82%
PAMU
155
Pictet Asset Management (UK)
United Kingdom
$31.3M -$149K -2,000 -0.5%
CI Investments Inc
156
CI Investments Inc
Ontario, Canada
$30.3M -$1.3M -17,400 -4%
MLICM
157
Metropolitan Life Insurance Company (MetLife)
New York
$30M -$312K -4,169 -1%
FMI
158
Factory Mutual Insurance
Massachusetts
$29.8M -$523K -7,000 -2%
AAM
159
Aberdeen Asset Management
United Kingdom
$29.7M -$150K -2,010 -0.5%
State of New Jersey Common Pension Fund D
160
State of New Jersey Common Pension Fund D
New Jersey
$29.1M
GF
161
Gabelli Funds
New York
$28.9M +$1.58M +21,100 +6%
CC
162
Coastland Capital
California
$28.9M
JMPWA
163
JP Morgan Private Wealth Advisors
California
$28.9M +$3.04M +40,638 +12%
N
164
Nuveen
North Carolina
$28.4M -$6.8M -90,934 -19%
SW
165
SVB Wealth
Massachusetts
$27.9M +$1.64M +21,903 +6%
SIA
166
Sit Investment Associates
Minnesota
$27.1M -$24.7M -330,550 -48%
AIA
167
Avalon Investment & Advisory
Texas
$26.3M +$3.66M +49,034 +16%
First Manhattan
168
First Manhattan
New York
$26.1M -$190K -2,545 -0.7%
IAM
169
Impax Asset Management
New Hampshire
$26.1M +$224 +3 +0%
Stifel Financial
170
Stifel Financial
Missouri
$25.7M -$7.35M -98,296 -22%
DCM
171
Dupont Capital Management
Delaware
$25.5M +$2.11M +28,169 +9%
AIG
172
American International Group
New York
$25.4M +$4.2M +56,221 +20%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$25.3M -$562K -7,516 -2%
Calamos Advisors
174
Calamos Advisors
Illinois
$25.1M -$14M -187,893 -36%
NAM
175
NorthCoast Asset Management
Connecticut
$25.1M +$24.9M +332,667 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.