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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
MCM
701
Murphy Capital Management
New Jersey
$419K -$17.7K -290 -4%
AssetMark Inc
702
AssetMark Inc
California
$416K -$17.7M -290,891 -98%
Mirae Asset Global Investments
703
Mirae Asset Global Investments
South Korea
$416K -$575K -9,449 -59%
SCM
704
Shelton Capital Management
Colorado
$414K -$14.3K -234 -4%
IWM
705
IHT Wealth Management
Illinois
$414K -$9.56K -157 -2%
IAM
706
Impax Asset Management
New Hampshire
$411K +$24.4K +400 +7%
SIG
707
Sky Investment Group
Connecticut
$409K -$6.09K -100 -2%
SIC
708
Shoker Investment Counsel
Ohio
$408K -$69.8K -1,146 -15%
PFBT
709
Parkside Financial Bank & Trust
Missouri
$406K +$325K +5,329 +538%
OC
710
Oarsman Capital
Wisconsin
$405K -$5.48K -90 -1%
QCM
711
Quadrant Capital Management
New Jersey
$404K +$29.5K +485 +2%
MWP
712
MYCIO Wealth Partners
Pennsylvania
$403K +$11.2K +184 +3%
MC
713
Moors & Cabot
Massachusetts
$396K -$20K -329 -5%
MSAM
714
Moloney Securities Asset Management
Missouri
$391K +$670 +11 +0.2%
NIM
715
Northeast Investment Management
Massachusetts
$390K -$62.5K -1,026 -14%
TL
716
Tirschwell & Loewy
New York
$389K -$1.6M -26,275 -81%
FFBTD
717
First Financial Bank - Trust Division
Ohio
$388K -$427K -7,015 -54%
HA
718
Harbor Advisors
Florida
$385K
HCM
719
Hollencrest Capital Management
California
$385K +$365K +6,000 New
KLWA
720
Kelly Lawrence W & Associates
California
$383K
KFC
721
Klingenstein Fields & Co
New York
$383K
SBIA
722
Sheaff Brock Investment Advisors
Indiana
$382K +$609 +10 +0.2%
BCA
723
Bray Capital Advisors
Florida
$382K +$362K +5,945 New
AT
724
Arden Trust
Delaware
$379K -$70.5K -1,157 -16%
SFG
725
SNS Financial Group
Minnesota
$375K +$24.4K +400 +7%

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.