Occidental Petroleum
1,186 hedge funds and large institutions have $51.5B invested in Occidental Petroleum in 2018 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 391 increasing their positions, 487 reducing their positions, and 63 closing their positions.
160% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 63
151% more call options, than puts
Call options by funds: $1.02B | Put options by funds: $405M
88% more funds holding in top 10
Funds holding in top 10: 17 → 32 (+15)
26% more capital invested
Capital invested by funds: $40.9B → $51.5B (+$10.6B)
8% more funds holding
Funds holding: 1,098 → 1,186 (+88)
0.69% less ownership
Funds ownership: 82.15% → 81.47% (-0.69%)
20% less repeat investments, than reductions
Existing positions increased: 391 | Existing positions reduced: 487
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$569M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$338M |
| 3 |
Two Sigma Advisers
New York
|
+$230M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$230M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$227M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$256M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$244M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$207M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$205M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$192M |
OXY Hedge Fund Activity: Q2 2018 in Review
1,186 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2018, worth a combined $51.5B — up 26% from $40.9B a quarter earlier.
Buyers outnumbered sellers: 164 funds opened new OXY positions and 63 closed out — a net gain of 101 holders — while 391 added to existing stakes and 487 trimmed.
The largest buyer was Aberdeen Group, adding an estimated $569M. The largest seller was American Century Companies, cutting an estimated $256M.
- 1,186 institutional investors held Occidental Petroleum (OXY) as of Q2 2018, up from 1,098 in Q1 2018.
- Funds reported $51.5B of Occidental Petroleum stock for Q2 2018, up 26% quarter-over-quarter.
- 164 funds opened new Occidental Petroleum positions in Q2 2018 and 63 closed out, a net change of +101 holders.
- The largest Occidental Petroleum buyer in Q2 2018 was Aberdeen Group, an estimated $569M added.
- The largest Occidental Petroleum seller in Q2 2018 was American Century Companies, an estimated $256M sold.
Based on aggregated 13F filings for Q2 2018.