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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
LWCFA
201
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20M +$4.56M +60,967 +30%
Royal London Asset Management
202
Royal London Asset Management
United Kingdom
$19.5M -$928M -12,421,555 -98%
WIC
203
Willis Investment Counsel
Georgia
$19.4M +$733K +9,815 +4%
TPSF
204
Texas Permanent School Fund
Texas
$18.7M -$1.17M -15,620 -6%
FIM
205
Foresters Investment Management
New York
$18.7M +$159K +2,125 +0.9%
AG
206
Aperio Group
California
$18.2M +$775K +10,372 +4%
NAMA
207
Nikko Asset Management Americas
New York
$18M +$1.15M +15,400 +7%
PCA
208
Personal Capital Advisors
California
$18M +$1.85M +24,792 +12%
Axa
209
Axa
France
$17.9M -$15.3M -204,827 -46%
AAM
210
Advisors Asset Management
Colorado
$17.7M -$1.11M -14,817 -6%
ACI
211
AMP Capital Investors
Australia
$17.7M +$172K +2,306 +1%
KBC Group
212
KBC Group
Belgium
$17.5M -$10.8M -144,849 -39%
Kayne Anderson Rudnick Investment Management
213
Kayne Anderson Rudnick Investment Management
California
$17.4M +$13.3M +178,009 +337%
GIBU
214
Gulf International Bank (UK)
United Kingdom
$17.4M +$89.7K +1,200 +0.5%
AssetMark Inc
215
AssetMark Inc
California
$17.1M +$756K +10,118 +5%
Natixis Advisors
216
Natixis Advisors
Massachusetts
$16.9M +$1.71M +22,908 +11%
MIH
217
Madison Investment Holdings
Wisconsin
$16.9M -$7.26M -97,210 -30%
PWM
218
Perigon Wealth Management
California
$16.7M
Point72 Asset Management
219
Point72 Asset Management
Connecticut
$16.6M -$24.2M -323,500 -60%
BPC
220
Banque Pictet & Cie
Switzerland
$16.4M +$7.14M +95,520 +79%
BSA
221
Braun Stacey Associates
New York
$16.3M +$61.6K +824 +0.4%
ASRS
222
Arizona State Retirement System
Arizona
$16M -$7.66M -102,509 -33%
GT
223
Glenmede Trust
Pennsylvania
$16M +$365K +4,890 +2%
HPC
224
HM Payson & Co
Maine
$15.9M +$2.03M +27,163 +15%
HIM
225
Hermes Investment Management
United Kingdom
$15.9M +$2.81M +37,600 +22%

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.