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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
FMTCOCP
576
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$836K +$76.9K +1,263 +11%
WT
577
Whittier Trust
California
$833K -$3.23K -53 -0.4%
RCM
578
Riverhead Capital Management
Delaware
$830K -$45.7K -750 -5%
SIC
579
SFE Investment Counsel
California
$826K -$478K -7,853 -38%
FBT
580
First Bankers Trust
Kentucky
$822K -$36.7K -603 -5%
Victory Capital Management
581
Victory Capital Management
Texas
$818K -$33.9K -557 -4%
FCI
582
Financial Counselors Inc
Kansas
$814K +$41.3K +678 +6%
AP
583
Advisor Partners
California
$808K +$110K +1,804 +17%
SCP
584
Syntal Capital Partners
Texas
$803K
PTC
585
Philadelphia Trust Company
Pennsylvania
$799K +$18.3K +300 +2%
WTB
586
Washington Trust Bank
Washington
$797K +$11.9K +196 +2%
AAM
587
Azzad Asset Management
Virginia
$796K +$7.37K +121 +1%
BRWA
588
B. Riley Wealth Advisors
Florida
$795K +$17.5K +287 +2%
SS
589
Simplicity Solutions
Minnesota
$792K -$1.53M -25,140 -67%
CSIC
590
Clifford Swan Investment Counsel
California
$791K -$66.8K -1,096 -8%
OFS
591
Orrstown Financial Services
Pennsylvania
$791K +$37.6K +617 +5%
VIA
592
Vident Investment Advisory
Georgia
$786K +$746K +12,251 New
AAP
593
Arax Advisory Partners
Colorado
$780K +$9.8K +161 +1%
JIC
594
Johnson Investment Counsel
Ohio
$777K -$23.3K -383 -3%
FIM
595
Fernwood Investment Management
Massachusetts
$774K +$61 +1 +0%
ARMT
596
Amica Retiree Medical Trust
Rhode Island
$773K
LWM
597
Lenox Wealth Management
Ohio
$764K +$52.7K +866 +8%
SACTSONJ
598
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$763K
BI
599
Boulegeris Investments
Georgia
$761K +$113K +1,850 +19%
DVM
600
Dreman Value Management
Florida
$759K -$95.9K -1,575 -12%

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.