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Occidental Petroleum

984 hedge funds and large institutions have $39.9B invested in Occidental Petroleum in 2017 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 344 increasing their positions, 419 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 62

7% more capital invested

Capital invested by funds: $37.4B → $39.9B (+$2.53B)

1% more funds holding

Funds holding: 975984 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.42% less ownership

Funds ownership: 81.66%81.24% (-0.42%)

18% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 419

47% less call options, than puts

Call options by funds: $307M | Put options by funds: $580M

Holders
984
Holders Change
+9
Holders Change %
+0.92%
% of All Funds
24.53%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
82
Increased
344
Reduced
419
Closed
62
Calls
$307M
Puts
$580M
Net Calls
-$274M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
251
Compagnie Lombard Odier SCmA
Switzerland
$8.05M +$2.33M +38,195 +44%
CBOA
252
Commonwealth Bank of Australia
Australia
$8.03M +$583K +9,580 +8%
RJT
253
Raymond James Trust
Florida
$7.9M +$105K +1,726 +1%
DDPIC
254
Deroy & Devereaux Private Investment Counsel
Michigan
$7.87M +$107K +1,750 +1%
ELC
255
Edgar Lomax Company
Virginia
$7.79M -$638K -10,478 -8%
CC
256
Cornerstone Capital
California
$7.78M -$457K -7,498 -6%
GI
257
Gradient Investments
Minnesota
$7.72M +$528K +8,672 +8%
CA
258
Commerzbank Aktiengesellschaft
Germany
$7.67M +$3.67M +60,183 +101%
CIBC Asset Management
259
CIBC Asset Management
Ontario, Canada
$7.64M +$132K +2,163 +2%
EWM
260
Endurance Wealth Management
Rhode Island
$7.62M -$56.4K -926 -0.8%
DMIC
261
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.43M +$162K +2,664 +2%
KeyBank National Association
262
KeyBank National Association
Ohio
$7.41M -$483K -7,928 -6%
ZIG
263
Zurich Insurance Group
Switzerland
$7.4M +$260K +4,265 +4%
FWIA
264
Fort Washington Investment Advisors
Ohio
$7.37M -$3.04K -50 -0%
ACM
265
Argent Capital Management
Missouri
$7.33M -$7.07M -116,160 -50%
GT
266
Glenmede Trust
Pennsylvania
$7.28M -$920K -15,105 -12%
HJGA
267
Hardman Johnston Global Advisors
Connecticut
$7.22M +$143K +2,350 +2%
CIS
268
Capital International Sarl
California
$7.11M +$493K +8,100 +8%
HNB
269
Huntington National Bank
Ohio
$7.08M -$1.07M -17,552 -14%
FAF
270
Fjarde Ap-fonden
Sweden
$7.08M +$200K +3,287 +3%
TAF
271
Tredje AP-fonden
Sweden
$7.08M -$421K -6,910 -6%
Nomura Asset Management
272
Nomura Asset Management
Japan
$7.04M +$326K +5,349 +5%
SI
273
Stephens Inc
Arkansas
$7.02M +$8.16K +134 +0.1%
MCM
274
MAI Capital Management
Ohio
$7M -$21.9K -359 -0.3%
AMI
275
Amica Mutual Insurance
Rhode Island
$6.89M

OXY Hedge Fund Activity: Q3 2017 in Review

984 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q3 2017, worth a combined $39.9B — up 6.8% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new OXY positions and 62 closed out — a net gain of 20 holders — while 344 added to existing stakes and 419 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $188M. The largest seller was T. Rowe Price Associates, cutting an estimated $253M.

  • 984 institutional investors held Occidental Petroleum (OXY) as of Q3 2017, up from 975 in Q2 2017.
  • Funds reported $39.9B of Occidental Petroleum stock for Q3 2017, up 6.8% quarter-over-quarter.
  • 82 funds opened new Occidental Petroleum positions in Q3 2017 and 62 closed out, a net change of +20 holders.
  • The largest Occidental Petroleum buyer in Q3 2017 was Dodge & Cox, an estimated $188M added.
  • The largest Occidental Petroleum seller in Q3 2017 was T. Rowe Price Associates, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2017.