Occidental Petroleum
1,044 hedge funds and large institutions have $42.2B invested in Occidental Petroleum in 2016 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 432 increasing their positions, 490 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% more funds holding
Funds holding: 1,034 → 1,044 (+10)
1% more capital invested
Capital invested by funds: $41.8B → $42.2B (+$324M)
0.49% less ownership
Funds ownership: 81.15% → 80.66% (-0.49%)
12% less repeat investments, than reductions
Existing positions increased: 432 | Existing positions reduced: 490
17% less funds holding in top 10
Funds holding in top 10: 18 → 15 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carmignac Gestion
Paris,
France
|
+$313M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$224M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$224M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$97.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$90.3M |
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
1,044 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q1 2016, worth a combined $42.2B — up 0.77% from $41.8B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new OXY positions and 78 closed out — a net gain of 21 holders — while 432 added to existing stakes and 490 trimmed.
The largest buyer was Carmignac Gestion, opening a new position worth an estimated $313M. The largest seller was Institutional Capital, exiting entirely with an estimated $298M sold.
- 1,044 institutional investors held Occidental Petroleum (OXY) as of Q1 2016, up from 1,034 in Q4 2015.
- Funds reported $42.2B of Occidental Petroleum stock for Q1 2016, up 0.77% 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 Carmignac Gestion, an estimated $313M added.
- The largest Occidental Petroleum seller in Q1 2016 was Institutional Capital, an estimated $298M sold.
Based on aggregated 13F filings for Q1 2016.