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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.79B +$82.8M +1,107,501 +2%
State Street
2
State Street
Massachusetts
$2.61B -$34.7M -464,315 -1%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.59B -$82.2M -1,099,821 -3%
Bank of America
4
Bank of America
North Carolina
$1.75B +$79.8M +1,067,274 +5%
BIT
5
BlackRock Institutional Trust
California
$1.52B -$5.06M -67,695 -0.3%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.44B -$121M -1,615,889 -8%
Macquarie Group
7
Macquarie Group
Australia
$1.44B +$716M +9,576,427 +102%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.24B -$31.3M -419,344 -2%
BFA
9
BlackRock Fund Advisors
California
$1.2B +$63.3M +846,938 +6%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$1.14B +$134M +1,795,839 +14%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.04B +$6.03M +80,666 +0.6%
Franklin Resources
12
Franklin Resources
California
$880M +$11.8M +158,564 +1%
Boston Partners
13
Boston Partners
Massachusetts
$843M -$87.1M -1,166,198 -9%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$806M +$35.1M +469,828 +5%
Northern Trust
15
Northern Trust
Illinois
$775M +$4.85M +64,952 +0.6%
Ameriprise
16
Ameriprise
Minnesota
$653M -$32.2M -431,046 -5%
Invesco
17
Invesco
Georgia
$650M +$8.21M +109,808 +1%
DSA
18
Davis Selected Advisers
Arizona
$635M +$196M +2,616,481 +45%
BA
19
BlackRock Advisors
Delaware
$572M +$168M +2,250,546 +42%
BG
20
BlackRock Group
United Kingdom
$547M +$13.6M +181,387 +3%
American Century Companies
21
American Century Companies
Missouri
$531M -$2.44M -32,593 -0.5%
Norges Bank
22
Norges Bank
Norway
$505M -$1.92M -25,670 -0.4%
TCIM
23
TIAA CREF Investment Management
New York
$477M -$19.9M -265,865 -4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$471M -$4.6M -61,615 -1%
EIP
25
Epoch Investment Partners
New York
$467M -$2.6M -34,739 -0.6%

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.