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
TTWM
601
TCV Trust & Wealth Management
Virginia
$758K -$68.5K -1,125 -9%
TSS
602
Two Sigma Securities
New York
$758K +$719K +11,806 New
MGIA
603
Matthew Goff Investment Advisor
Texas
$757K
N
604
Natixis
France
$756K +$717K +11,773 New
TW
605
Transform Wealth
Colorado
$752K +$713K +11,715 New
BCM
606
BTC Capital Management
Iowa
$746K -$1.1M -18,117 -61%
NA
607
NewEdge Advisors
Louisiana
$744K +$67.4K +1,107 +11%
CCMG
608
Clark Capital Management Group
Pennsylvania
$742K -$60.9K -1,000 -8%
FSH
609
Franklin Square Holdings
Pennsylvania
$734K +$209K +3,430 +43%
PP
610
PagnatoKarp Partners
Virginia
$730K +$27.4K +450 +4%
KTA
611
Keeley-Teton Advisors
Illinois
$720K -$6.7K -110 -1%
SMG
612
Spectrum Management Group
Indiana
$718K +$681K +11,185 New
GHCM
613
Glen Harbor Capital Management
California
$712K -$50.9K -836 -7%
SB
614
Simmons Bank
Arkansas
$712K -$14.4K -237 -2%
TCOV
615
Trust Company of Vermont
Vermont
$710K -$174K -2,857 -21%
CPA
616
Capital Planning Advisors
California
$710K +$175K +2,875 +35%
HFS
617
HL Financial Services
Kentucky
$702K -$12.9K -212 -2%
RI
618
Ridgewood Investments
New Jersey
$690K +$19.1K +313 +3%
CTA
619
Chesley Taft & Associates
Illinois
$687K
ACP
620
Ashfield Capital Partners
California
$686K
BCM
621
BlueCrest Capital Management
Jersey
$685K +$649K +10,664 New
RIL
622
Rothschild Investment LLC
Illinois
$678K -$89.1K -1,463 -12%
NIMI
623
Natixis Investment Managers International
France
$677K -$322K -5,287 -33%
Teacher Retirement System of Texas
624
Teacher Retirement System of Texas
Texas
$669K -$5.88M -96,529 -90%
CCM
625
Crossvault Capital Management
Texas
$663K +$60.9K +1,000 +11%

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.