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
DTL
626
Dynamic Technology Lab
Singapore
$656K +$621K +10,200 New
BG
627
Bahl & Gaynor
Ohio
$654K -$718K -11,788 -54%
LOAME
628
Lombard Odier Asset Management (Europe)
United Kingdom
$654K
CFA
629
Carroll Financial Associates
North Carolina
$650K -$1.52K -25 -0.2%
RCAG
630
Rehmann Capital Advisory Group
Michigan
$647K +$614K +10,079 New
SFWA
631
Summit Financial Wealth Advisors
Louisiana
$642K -$37.8K -621 -6%
EHC
632
Everett Harris & Co
California
$639K -$42.8K -702 -7%
HAG
633
HighPoint Advisor Group
Illinois
$638K +$70.5K +1,157 +14%
CAM
634
Cypress Asset Management
Texas
$631K -$562K -9,225 -48%
OAM
635
Oxford Asset Management
United Kingdom
$629K +$595K +9,769 New
SWP
636
Stratos Wealth Partners
Ohio
$622K -$379K -6,216 -39%
PVWM
637
Point View Wealth Management
New Jersey
$622K +$193K +3,167 +49%
KCM
638
Kornitzer Capital Management
Kansas
$621K -$114K -1,878 -16%
CL
639
CSS LLC
Illinois
$619K -$1.17M -19,145 -66%
EWM
640
Evercore Wealth Management
New York
$617K -$29.4K -483 -5%
B
641
Barings
North Carolina
$615K
RIM
642
Rampart Investment Management
Connecticut
$607K +$41.7K +684 +8%
PAM
643
Premier Asset Management
Illinois
$606K
ACS
644
Archford Capital Strategies
Illinois
$602K +$487 +8 +0.1%
TSW
645
Thompson Siegel & Walmsley
Virginia
$600K -$16.7K -275 -3%
FIM
646
Frontier Investment Management
Texas
$586K -$5.3K -87 -0.9%
Verition Fund Management
647
Verition Fund Management
Connecticut
$585K -$208K -3,413 -27%
BAS
648
Brown Advisory Securities
Maryland
$584K -$17.8K -292 -3%
Jennison Associates
649
Jennison Associates
New York
$581K +$185K +3,039 +51%
CAN
650
Cetera Advisor Networks
California
$570K +$50.9K +835 +10%

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.