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Occidental Petroleum
OXY

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: 975 → 984 (+9)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (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

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$188M
2
Two Sigma Investments
Two Sigma Investments
New York
+$145M
3
JP Morgan Chase
JP Morgan Chase
New York
+$141M
4
EIP
Epoch Investment Partners
New York
+$89M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$82.1M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$253M
2
BlackRock
BlackRock
New York
-$154M
3
PP
Prudential plc
United Kingdom
-$78.5M
4
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$73.6M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$68.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$274M +$28.4M +466,933 +12%
TCIM
27
TIAA CREF Investment Management
New York
$259M +$3.94M +64,714 +2%
Legal & General Group
28
Legal & General Group
United Kingdom
$258M +$6.94M +113,934 +3%
AllianceBernstein
29
AllianceBernstein
Tennessee
$241M +$33.5M +550,452 +17%
Wells Fargo
30
Wells Fargo
California
$232M -$4.16M -68,235 -2%
Citadel Advisors
31
Citadel Advisors
Florida
$230M -$48.4M -794,787 -18%
Capital World Investors
32
Capital World Investors
California
$213M – – –
Goldman Sachs
33
Goldman Sachs
New York
$211M +$44.4M +729,057 +29%
Dodge & Cox
34
Dodge & Cox
California
$207M +$188M +3,086,982 +2,137%
TD Asset Management
35
TD Asset Management
Ontario, Canada
$202M +$2.78M +45,618 +1%
SSM
36
Sound Shore Management
Connecticut
$200M -$17.2M -283,127 -8%
RJA
37
Raymond James & Associates
Florida
$198M -$2.41M -39,584 -1%
LCS
38
Levin Capital Strategies
New York
$197M -$8.71M -143,059 -4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$194M +$8.86M +145,422 +5%
Capital Research Global Investors
40
Capital Research Global Investors
California
$193M – – –
UBS Group
41
UBS Group
Switzerland
$189M +$35.5M +583,163 +25%
Charles Schwab
42
Charles Schwab
California
$187M +$6.47M +106,179 +4%
Swiss National Bank
43
Swiss National Bank
Switzerland
$186M +$1.53M +25,100 +0.9%
T
44
Thomaspartners
Massachusetts
$174M +$7.62M +125,061 +5%
Bessemer Group
45
Bessemer Group
New Jersey
$164M -$15.1M -247,777 -9%
Two Sigma Investments
46
Two Sigma Investments
New York
$161M +$145M +2,386,866 +1,904%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$157M +$11.1M +181,802 +8%
USAA
48
United Services Automobile Association
Texas
$156M -$8.95M -146,885 -6%
IGIM
49
I.G. Investment Management
Manitoba, Canada
$151M +$2.77M +45,538 +2%
UBS AM
50
UBS AM
Illinois
$148M -$5.65M -92,839 -4%
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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.