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
ABC
401
Associated Banc-Corp
Wisconsin
$2.85M -$92.9K -1,526 -3%
HIM
402
Hermes Investment Management
United Kingdom
$2.85M
BOH
403
Bank of Hawaii
Hawaii
$2.82M +$165K +2,705 +7%
FCBT
404
First Citizens Bank & Trust
North Carolina
$2.81M +$1.11M +18,203 +71%
ClearBridge Investments
405
ClearBridge Investments
New York
$2.77M +$190K +3,114 +8%
VHAM
406
Van Hulzen Asset Management
California
$2.77M +$244K +4,010 +10%
CI
407
Conning Inc
Connecticut
$2.77M -$20.1K -330 -0.7%
LCM
408
Laurion Capital Management
New York
$2.74M -$3.85M -63,173 -60%
KB
409
Kimelman & Baird
New York
$2.69M -$1.4M -23,032 -35%
Thrivent Financial for Lutherans
410
Thrivent Financial for Lutherans
Minnesota
$2.67M +$671K +11,021 +36%
VAM
411
Visionary Asset Management
Texas
$2.67M -$197K -3,236 -7%
PAM
412
Private Asset Management
California
$2.66M -$920K -15,100 -27%
William Blair & Company
413
William Blair & Company
Illinois
$2.63M -$456K -7,481 -15%
UF
414
Univest Financial
Pennsylvania
$2.63M -$380K -6,238 -13%
PAG
415
Private Advisor Group
New Jersey
$2.63M +$310K +5,084 +14%
PA
416
Profund Advisors
Maryland
$2.62M -$96.3K -1,582 -4%
BA
417
Bridgewater Associates
Connecticut
$2.61M -$473K -7,765 -16%
HPC
418
HM Payson & Co
Maine
$2.6M -$1.13M -18,599 -31%
Robeco Institutional Asset Management
419
Robeco Institutional Asset Management
Netherlands
$2.59M +$1.49M +24,482 +154%
ONB
420
Old National Bancorp
Indiana
$2.58M +$147K +2,413 +6%
WG
421
Winton Group
United Kingdom
$2.56M +$2.15M +35,224 +758%
SCM
422
Southport Capital Management
Tennessee
$2.51M +$78.2K +1,284 +3%
NFA
423
Nuveen Fund Advisors
Illinois
$2.51M -$332K -5,451 -12%
HCMT
424
Highland Capital Management (Tennessee)
Tennessee
$2.49M -$44.5K -730 -2%
RMA
425
Roffman Miller Associates
Pennsylvania
$2.48M -$40.1K -658 -2%

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.