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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
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$24.5M -$1.52M -20,330 -6%
ACA
177
Anchor Capital Advisors
Massachusetts
$24.4M +$1.01M +13,493 +4%
TU
178
TDAM USA
Ontario, Canada
$24.3M -$537K -7,186 -2%
ANRF
179
Adams Natural Resources Fund
Maryland
$24.3M
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$24.1M +$230K +3,081 +1%
SG Americas Securities
181
SG Americas Securities
New York
$23.6M +$11.8M +157,487 +102%
SG
182
Societe Generale
$23.6M +$23.3M +312,350 New
Comerica Bank
183
Comerica Bank
Texas
$23.2M -$1.25M -16,782 -5%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$23.2M +$3.28M +43,911 +17%
NIPH
185
NN Investment Partners Holdings
Netherlands
$23.2M +$4.33M +57,937 +23%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$23M +$1.55M +20,746 +7%
CFB
187
Cullen/Frost Bankers
Texas
$22.9M +$114K +1,525 +0.5%
SAM
188
Shell Asset Management
Netherlands
$22.8M +$3.36M +44,984 +18%
TH
189
TCTC Holdings
Texas
$22.6M -$137K -1,833 -0.6%
GG
190
Gofen & Glossberg
Illinois
$22.4M +$82.6K +1,105 +0.4%
BTS
191
BB&T Securities
Virginia
$22.3M +$8.64M +115,651 +65%
Caisse de Depot et Placement du Quebec (CDPQ)
192
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.1M -$14M -186,900 -39%
ZIM
193
Zacks Investment Management
Illinois
$21.9M +$715K +9,563 +3%
Barclays
194
Barclays
United Kingdom
$21.5M -$14.2M -190,485 -40%
AC
195
Alleghany Corporation
New York
$21.5M
Citigroup
196
Citigroup
New York
$21.2M -$8.52M -113,956 -29%
RCAMU
197
Rothschild & Co Asset Management US
Connecticut
$20.9M -$5.99M -80,153 -22%
ACM
198
Argent Capital Management
Missouri
$20.9M +$7.35M +98,416 +55%
ERSOT
199
Employees Retirement System of Texas
Texas
$20.9M -$224K -3,000 -1%
SOMRS
200
State of Michigan Retirement System
Michigan
$20M +$172K +2,300 +0.9%

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.