We are live on ! Find out more
OXY icon

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
SEC
301
Seven Eight Capital
New York
$5.9M +$5.35M +87,800 +2,116%
PCM
302
Palouse Capital Management
Washington
$5.9M -$22.2K -364 -0.4%
KBC Group
303
KBC Group
Belgium
$5.86M -$3.62M -59,364 -39%
OC
304
Oppenheimer & Co
New York
$5.85M -$298K -4,894 -5%
M
305
MOTCO
Texas
$5.84M +$267K +4,386 +5%
BF
306
BOK Financial
Oklahoma
$5.8M -$579K -9,500 -10%
Janney Montgomery Scott
307
Janney Montgomery Scott
Pennsylvania
$5.76M -$1.18M -19,352 -18%
Skandinaviska Enskilda Banken (SEB)
308
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.68M +$378K +6,200 +8%
CA
309
Cullinan Associates
Kentucky
$5.67M -$188K -3,080 -3%
CIM
310
Cambria Investment Management
California
$5.61M +$237K +3,885 +5%
B
311
BP
United Kingdom
$5.58M
WIM
312
Waverton Investment Management
United Kingdom
$5.57M +$5.85K +96 +0.1%
JAM
313
Jupiter Asset Management
United Kingdom
$5.55M -$128K -2,100 -2%
Calamos Advisors
314
Calamos Advisors
Illinois
$5.54M +$30.6K +503 +0.6%
Public Sector Pension Investment Board (PSP Investments)
315
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.46M -$137K -2,244 -3%
BA
316
Boston Advisors
Massachusetts
$5.45M +$37.1K +609 +0.7%
WT
317
Washington Trust
Rhode Island
$5.42M -$65.2K -1,071 -1%
TRSOTSOK
318
Teachers Retirement System of the State of Kentucky
Kentucky
$5.42M
Twin Tree Management
319
Twin Tree Management
Texas
$5.38M +$971K +15,937 +24%
VanEck Associates
320
VanEck Associates
New York
$5.36M +$94.3K +1,549 +2%
AB
321
Amalgamated Bank
New York
$5.26M +$125K +2,057 +3%
MME
322
Meag Munich Ergo
Germany
$5.23M +$4.89M +80,271 New
OPERF
323
Oregon Public Employees Retirement Fund
Oregon
$5.17M +$26.7K +438 +0.5%
HAI
324
Hennessy Advisors Inc
California
$5.16M
OTPPB
325
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.09M -$224K -3,673 -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.