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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
SGAM
276
Steinberg Global Asset Management
Florida
$6.87M +$2.74K +45 +0%
DZ Bank
277
DZ Bank
Germany
$6.87M -$1.5M -24,600 -19%
SIM
278
Sentry Investment Management
Wisconsin
$6.86M +$211K +3,465 +3%
Jacobs Levy Equity Management
279
Jacobs Levy Equity Management
New Jersey
$6.83M +$6.47M +106,290 New
MSA
280
Mason Street Advisors
Wisconsin
$6.82M +$1.4K +23 +0%
FNBOO
281
First National Bank of Omaha
Nebraska
$6.78M +$300K +4,921 +5%
MA
282
MUFG Americas
New York
$6.77M -$195K -3,199 -3%
DILIC
283
Dai-ichi Life Insurance Company
Japan
$6.71M -$1.45M -23,828 -19%
CB
284
Commerce Bank
Missouri
$6.67M +$423K +6,943 +7%
FA
285
FDx Advisors
Illinois
$6.62M +$138K +2,271 +2%
CS
286
Candriam SCA
Luxembourg
$6.61M -$249K -4,086 -4%
MIH
287
Madison Investment Holdings
Wisconsin
$6.54M
AQR Capital Management
288
AQR Capital Management
Connecticut
$6.51M +$5.03M +82,620 +440%
WBC
289
Westpac Banking Corp
Australia
$6.51M -$113K -1,851 -2%
Westfield Capital Management
290
Westfield Capital Management
Massachusetts
$6.27M -$7.31K -120 -0.1%
STB
291
S&T Bank
Pennsylvania
$6.23M +$39.4K +647 +0.7%
BCM
292
Brookstone Capital Management
Illinois
$6.2M -$284K -4,657 -5%
LPL Financial
293
LPL Financial
California
$6.2M +$189K +3,098 +3%
NB
294
Norinchukin Bank
Japan
$6.15M +$202K +3,323 +4%
BPC
295
Banque Pictet & Cie
Switzerland
$6.12M -$5.29M -86,878 -48%
MSE
296
MUFG Securities EMEA
United Kingdom
$6.1M
CCM
297
Cadence Capital Management
Massachusetts
$6.07M -$2.97M -48,766 -34%
MOACM
298
Mutual of America Capital Management
New York
$6M +$24.8K +407 +0.4%
COPPSERS
299
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.99M +$142K +2,326 +3%
QI
300
QS Investors
New York
$5.91M +$213K +3,504 +4%

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.