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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
Kayne Anderson Rudnick Investment Management
326
Kayne Anderson Rudnick Investment Management
California
$5.08M +$99.2K +1,628 +2%
APFBOT
327
Amica Pension Fund Board of Trustees
Rhode Island
$5.07M
PSUF
328
People's United Financial
Connecticut
$5.06M -$129K -2,116 -3%
Commonwealth Equity Services
329
Commonwealth Equity Services
Massachusetts
$5.01M +$115K +1,882 +2%
HighTower Advisors
330
HighTower Advisors
Illinois
$5M -$269K -4,421 -5%
SAM
331
Securian Asset Management
Minnesota
$4.96M +$12.2K +200 +0.3%
AIP
332
Ameritas Investment Partners
Nebraska
$4.95M -$72.4K -1,189 -1%
RS
333
Robeco Schweiz
Switzerland
$4.93M +$217K +3,555 +5%
First Trust Advisors
334
First Trust Advisors
Illinois
$4.86M -$1.83M -30,079 -28%
KIA
335
KCM Investment Advisors
California
$4.83M -$262K -4,301 -5%
AG
336
Advisor Group
Arizona
$4.82M +$324K +5,323 +8%
PAPAIJV
337
Paragon Associates & Paragon Associates II Joint Venture
Texas
$4.82M +$4.57M +75,000 New
KCM
338
Kempner Capital Management
Texas
$4.73M +$133K +2,184 +3%
CCP
339
Corient Capital Partners
California
$4.72M -$289K -4,740 -6%
WAM
340
World Asset Management
Michigan
$4.64M -$21K -345 -0.5%
SLAM
341
Swiss Life Asset Management
$4.64M -$5.9M -96,839 -57%
ECM
342
ETrade Capital Management
Virginia
$4.63M +$359K +5,887 +9%
ST
343
Spot Trading
Illinois
$4.59M -$900K -14,776 -17%
NI
344
Numeric Investors
Massachusetts
$4.58M +$2.94M +48,200 +208%
NMERB
345
New Mexico Educational Retirement Board
New Mexico
$4.57M
CC
346
Cipher Capital
New York
$4.56M +$4.33M +71,027 New
MCM
347
Maple Capital Management
Vermont
$4.5M -$73.5K -1,207 -2%
BCP
348
Blue Chip Partners
Michigan
$4.5M -$42K -689 -1%
SOAMC
349
Spirit of America Management Corp
New York
$4.5M
AF
350
Ally Financial
Michigan
$4.5M

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.