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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
Millennium Management
351
Millennium Management
New York
$4.42M +$585K +9,603 +16%
HWM
352
Holloway Wealth Management
Florida
$4.4M
TF
353
TIAA FSB
Florida
$4.29M +$152K +2,491 +4%
XK
354
Xact Kapitalforvaltning
Sweden
$4.28M +$202K +3,316 +5%
ECM
355
Everence Capital Management
Indiana
$4.26M
GWM
356
Geneos Wealth Management
Colorado
$4.23M -$75.5K -1,240 -2%
SWM
357
Stockman Wealth Management
Montana
$4.14M +$2.43M +39,922 +162%
Rafferty Asset Management
358
Rafferty Asset Management
New York
$4.12M +$1.23M +20,273 +46%
OAM
359
Oppenheimer Asset Management
New York
$4.09M +$989K +16,235 +34%
AIC
360
Argus Investors Counsel
New York
$4.05M -$475K -7,800 -11%
QT
361
Quantbot Technologies
New York
$3.97M +$2.54M +41,761 +208%
VV
362
Verity & Verity
South Carolina
$3.95M +$352K +5,775 +10%
BBHC
363
Brown Brothers Harriman & Co
New York
$3.8M -$305K -5,010 -8%
OCM
364
Oakwood Capital Management
California
$3.8M -$173K -2,840 -5%
CGH
365
Crossmark Global Holdings
Texas
$3.79M +$3.6M +59,058 New
SMDAM
366
Sumitomo Mitsui DS Asset Management
Japan
$3.77M -$70.6K -1,159 -2%
BC
367
Brinker Capital
Pennsylvania
$3.75M -$30.3K -497 -0.8%
EARNEST Partners
368
EARNEST Partners
Georgia
$3.73M -$433K -7,102 -11%
MWM
369
Merriman Wealth Management
Washington
$3.7M -$314K -5,160 -8%
SCM
370
Salem Capital Management
Massachusetts
$3.67M +$70K +1,150 +2%
Nomura Holdings
371
Nomura Holdings
Japan
$3.66M -$596K -9,778 -15%
AAF
372
Andra AP-fonden
Sweden
$3.63M +$67K +1,100 +2%
GC
373
Grimes & Company
Massachusetts
$3.61M +$62.6K +1,028 +2%
DIA
374
Denver Investment Advisors
Colorado
$3.59M -$208K -3,411 -6%
Tudor Investment Corp
375
Tudor Investment Corp
Connecticut
$3.56M +$3.38M +55,493 New

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.