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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
NCM
476
Novare Capital Management
North Carolina
$1.64M -$247K -4,050 -14%
Daiwa Securities Group
477
Daiwa Securities Group
Japan
$1.63M +$54K +886 +4%
CA
478
Cornerstone Advisors
North Carolina
$1.63M +$305K +5,000 +25%
B
479
Bailard
California
$1.61M -$310K -5,087 -17%
CF
480
CNA Financial
Illinois
$1.6M
WI
481
WrapManager Inc
California
$1.58M -$27K -444 -2%
AWM
482
AE Wealth Management
Kansas
$1.57M -$51.5K -846 -3%
HC
483
Hendley & Co
Ohio
$1.54M -$35.9K -590 -2%
SBH
484
Segall Bryant & Hamill
Illinois
$1.54M +$249K +4,087 +20%
Cerity Partners
485
Cerity Partners
New York
$1.54M -$6.41M -105,256 -81%
WIC
486
Woodmont Investment Counsel
Tennessee
$1.53M -$465K -7,628 -24%
LIA
487
LS Investment Advisors
Michigan
$1.52M -$9.56K -157 -0.7%
OCM
488
Orleans Capital Management
Louisiana
$1.46M +$9.5K +156 +0.7%
FNT
489
First National Trust
Pennsylvania
$1.45M -$212K -3,475 -13%
CII
490
Capital International Inc
California
$1.44M -$499K -8,200 -27%
FBT
491
First Bank & Trust
South Dakota
$1.44M +$95.5K +1,568 +8%
FAAS
492
First Allied Advisory Services
California
$1.43M -$306K -5,025 -18%
SPIA
493
Steward Partners Investment Advisory
New York
$1.43M +$450K +7,390 +50%
VFA
494
Voya Financial Advisors
Connecticut
$1.38M +$76.4K +1,254 +6%
PL
495
Parkwood LLC
Ohio
$1.38M +$1.31M +21,452 New
II
496
IFM Investors
Australia
$1.37M +$25.2K +414 +2%
FB
497
Fulton Bank
Pennsylvania
$1.36M -$67.8K -1,113 -5%
GAAM
498
Guinness Atkinson Asset Management
California
$1.35M
IRF
499
IBM Retirement Fund
New York
$1.35M +$25.5K +418 +2%
CS
500
Comerica Securities
Michigan
$1.35M +$66.9K +1,099 +6%

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.