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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
DWT
651
Dorsey & Whitney Trust
South Dakota
$569K -$146K -2,399 -21%
WHG
652
Westwood Holdings Group
Texas
$569K -$113K -1,859 -17%
GAM
653
Griffin Asset Management
New York
$567K +$537K +8,825 New
CCMD
654
Cypress Capital Management (Delaware)
Delaware
$566K -$4.12M -67,709 -88%
BOTW
655
Bank of the West
California
$564K -$176K -2,891 -25%
HSA
656
HBK Sorce Advisory
Pennsylvania
$562K +$19.3K +317 +4%
SFS
657
Sowell Financial Services
Arkansas
$561K +$5.12K +84 +1%
Fisher Asset Management
658
Fisher Asset Management
Washington
$560K +$138K +2,266 +35%
USGIU
659
U.S. Global Investors (USGI)
Texas
$559K -$32.6K -536 -6%
RFS
660
Rockefeller Financial Services
New York
$550K -$494K -8,110 -49%
MAA
661
Mraz Amerine & Associates
California
$547K -$24.2K -397 -4%
DPIM
662
Duff & Phelps Investment Management
Illinois
$547K -$9.13K -150 -2%
GVT
663
Genesee Valley Trust
New York
$545K -$5.18K -85 -1%
SMM
664
Stadion Money Management
Georgia
$539K -$149K -2,439 -23%
1SB
665
1ST Source Bank
Indiana
$538K -$9.13K -150 -2%
SCA
666
Snowden Capital Advisors
New York
$535K -$80.8K -1,327 -14%
FMT
667
First Mercantile Trust
Tennessee
$533K
CHP
668
Cable Hill Partners
Oregon
$529K +$283K +4,639 +129%
PFSC
669
Peoples Financial Services Corp
Pennsylvania
$527K
LNWWM
670
Laird Norton Wetherby Wealth Management
California
$527K +$26.9K +441 +6%
Group One Trading
671
Group One Trading
Illinois
$526K -$33.7K -554 -6%
FWM
672
Frontier Wealth Management
Missouri
$520K +$23.2K +381 +5%
FTC
673
Farmers Trust Company
Ohio
$519K -$2.07K -34 -0.4%
NA
674
Neuburgh Advisers
California
$518K -$37K -608 -7%
CB
675
Chemical Bank
Michigan
$517K +$71.3K +1,171 +17%

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.