Occidental Petroleum
1,043 hedge funds and large institutions have $41.7B invested in Occidental Petroleum in 2016 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 433 increasing their positions, 489 reducing their positions, and 78 closing their positions.
106% more call options, than puts
Call options by funds: $424M | Put options by funds: $206M
27% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 78
1.13% more ownership
Funds ownership: 81.14% → 82.26% (+1.1%)
1% more funds holding
Funds holding: 1,033 → 1,043 (+10)
3% less capital invested
Capital invested by funds: $43B → $41.7B (-$1.37B)
11% less repeat investments, than reductions
Existing positions increased: 433 | Existing positions reduced: 489
17% less funds holding in top 10
Funds holding in top 10: 18 → 15 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$832M |
| 2 |
CG
Carmignac Gestion
Paris,
France
|
+$313M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$224M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$224M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$97.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
-$298M |
| 2 |
JP Morgan Chase
New York
|
-$222M |
| 3 |
Millennium Management
New York
|
-$222M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$184M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$171M |
OXY Hedge Fund Activity: Q1 2016 in Review
1,043 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q1 2016, worth a combined $41.7B — down 3.2% from $43B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new OXY positions and 78 closed out — a net gain of 21 holders — while 433 added to existing stakes and 489 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $832M. The largest seller was Institutional Capital, exiting entirely with an estimated $298M sold.
- 1,043 institutional investors held Occidental Petroleum (OXY) as of Q1 2016, up from 1,033 in Q4 2015.
- Funds reported $41.7B of Occidental Petroleum stock for Q1 2016, down 3.2% quarter-over-quarter.
- 99 funds opened new Occidental Petroleum positions in Q1 2016 and 78 closed out, a net change of +21 holders.
- The largest Occidental Petroleum buyer in Q1 2016 was Royal London Asset Management, an estimated $832M added.
- The largest Occidental Petroleum seller in Q1 2016 was Institutional Capital, an estimated $298M sold.
Based on aggregated 13F filings for Q1 2016.