Occidental Petroleum
1,109 hedge funds and large institutions have $60.5B invested in Occidental Petroleum in 2014 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 468 increasing their positions, 391 reducing their positions, and 65 closing their positions.
65% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 65
56% more call options, than puts
Call options by funds: $1B | Put options by funds: $642M
20% more repeat investments, than reductions
Existing positions increased: 468 | Existing positions reduced: 391
4% more funds holding in top 10
Funds holding in top 10: 52 → 54 (+2)
3% more funds holding
Funds holding: 1,079 → 1,109 (+30)
1.27% more ownership
Funds ownership: 81.98% → 83.24% (+1.3%)
0% less capital invested
Capital invested by funds: $60.6B → $60.5B (-$120M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$454M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$156M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$143M |
| 4 |
SC
Sasco Capital
Fairfield,
Connecticut
|
+$119M |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$511M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$305M |
| 3 |
VanEck Associates
New York
|
-$180M |
| 4 |
ECP
Empyrean Capital Partners
Los Angeles,
California
|
-$176M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$152M |
OXY Hedge Fund Activity: Q1 2014 in Review
1,109 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q1 2014, worth a combined $60.5B — down 0.2% from $60.6B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new OXY positions and 65 closed out — a net gain of 42 holders — while 468 added to existing stakes and 391 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $454M. The largest seller was Fidelity Investments, cutting an estimated $511M.
- 1,109 institutional investors held Occidental Petroleum (OXY) as of Q1 2014, up from 1,079 in Q4 2013.
- Funds reported $60.5B of Occidental Petroleum stock for Q1 2014, down 0.2% quarter-over-quarter.
- 107 funds opened new Occidental Petroleum positions in Q1 2014 and 65 closed out, a net change of +42 holders.
- The largest Occidental Petroleum buyer in Q1 2014 was JP Morgan Chase, an estimated $454M added.
- The largest Occidental Petroleum seller in Q1 2014 was Fidelity Investments, an estimated $511M sold.
Based on aggregated 13F filings for Q1 2014.