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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
Principal Financial Group
51
Principal Financial Group
Iowa
$148M -$4.1M -67,312 -3%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$145M +$487K +8,000 +0.4%
PPA
53
Parametric Portfolio Associates
Washington
$139M +$1.17M +19,234 +0.9%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$131M +$3.93M +64,533 +3%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$127M +$47.3M +776,125 +65%
Flossbach Von Storch
56
Flossbach Von Storch
Germany
$125M +$11.1M +182,550 +10%
CP
57
Coho Partners
Pennsylvania
$124M -$8.34M -136,865 -7%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$122M -$19M -312,712 -14%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$120M -$9.87M -162,108 -8%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$108M -$11.1M -181,806 -10%
SC
61
Sasco Capital
Connecticut
$104M -$37.1M -609,225 -27%
Canada Life
62
Canada Life
Manitoba, Canada
$104M +$2.17M +35,573 +2%
UIM
63
USS Investment Management
United Kingdom
$103M
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$103M -$7.72M -126,800 -7%
Deutsche Bank
65
Deutsche Bank
Germany
$101M -$52.8M -866,410 -35%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$101M +$943K +15,483 +1%
EAM
67
Eagle Asset Management
Florida
$96.3M +$520K +8,534 +0.6%
Brown Advisory
68
Brown Advisory
Maryland
$94.2M -$39.6M -650,873 -31%
Bank of Nova Scotia
69
Bank of Nova Scotia
Ontario, Canada
$89.1M +$2.15M +35,327 +3%
TA
70
Teachers Advisors
New York
$89M +$538K +8,841 +0.6%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$88.8M +$837K +13,749 +1%
PP
72
Prudential plc
United Kingdom
$86M -$78.5M -1,288,807 -49%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$84.4M -$5.96M -97,829 -7%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$80.7M -$146K -2,400 -0.2%
Asset Management One
75
Asset Management One
Japan
$77.8M +$91.8K +1,507 +0.1%

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.