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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
IFAM
376
Institutional & Family Asset Management
Colorado
$3.54M -$15K -247 -0.4%
CAM
377
Congress Asset Management
Massachusetts
$3.54M +$41.8K +686 +1%
CIBC Private Wealth Group
378
CIBC Private Wealth Group
Georgia
$3.5M +$233K +3,827 +8%
MIS
379
Morningstar Investment Services
Illinois
$3.48M -$1.63M -26,699 -33%
KFP
380
Keystone Financial Planning
Ohio
$3.44M -$11.9K -195 -0.4%
AI
381
Atria Investments
North Carolina
$3.44M -$5.79K -95 -0.2%
Creative Planning
382
Creative Planning
Kansas
$3.43M -$33.6K -551 -1%
FTIOP
383
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.31M +$18.4K +302 +0.6%
DBT
384
Dubuque Bank & Trust
Iowa
$3.29M +$167K +2,740 +6%
OSNBOA
385
Old Second National Bank of Aurora
Illinois
$3.22M +$18.3K +301 +0.6%
OI
386
Oakbrook Investments
Illinois
$3.21M +$3.05M +50,050 New
OLA
387
Oliver Luxxe Assets
New Jersey
$3.18M +$73.8K +1,212 +3%
NEI
388
Northwest & Ethical Investments
Ontario, Canada
$3.16M -$492K -8,081 -14%
LSERS
389
Louisiana State Employees Retirement System
Louisiana
$3.06M +$18.3K +300 +0.6%
VCM
390
Violich Capital Management
California
$3.05M -$6.09K -100 -0.2%
BCFA
391
BP Capital Fund Advisors
Texas
$3.05M -$1.25M -20,511 -30%
LTFS
392
Ladenburg Thalmann Financial Services
Florida
$3.02M -$444K -7,284 -13%
KRS
393
Kentucky Retirement Systems
Kentucky
$3.01M -$126K -2,067 -4%
VAS
394
Valicenti Advisory Services
New York
$2.99M +$198K +3,252 +8%
CBU
395
CIBC Bank USA
Illinois
$2.96M +$666K +10,938 +31%
VFM
396
Viking Fund Management
North Dakota
$2.95M -$381K -6,250 -12%
COI
397
Connable Office Inc
Michigan
$2.94M -$35.3K -580 -1%
RMC
398
Regis Management Company
California
$2.92M +$1.77K +29 +0.1%
V
399
Veritable
Delaware
$2.9M +$397K +6,523 +17%
CT
400
Coastline Trust
Rhode Island
$2.9M -$1.03K -17 -0%

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.