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
CHAM
726
Clear Harbor Asset Management
Connecticut
$373K
AIM
727
Achmea Investment Management
Netherlands
$372K
ICOA
728
Investment Centers of America
North Dakota
$369K -$13.5K -222 -4%
IIM
729
Ipswich Investment Management
Massachusetts
$368K
GSBTD
730
Glenview State Bank Trust Department
Illinois
$361K -$11.4K -187 -3%
BOS
731
Bingham Osborn & Scarborough
California
$359K
BFG
732
Barber Financial Group
Kansas
$353K +$8.95K +147 +3%
IH
733
IFC Holdings
Florida
$351K +$85.8K +1,409 +35%
PBT
734
Pictet Bank & Trust
Bahamas
$350K -$183K -3,000 -36%
EA
735
Edge Advisors
Georgia
$350K -$22.9K -376 -6%
S
736
SignatureFD
Georgia
$349K +$6.76K +111 +2%
BSW
737
Buckingham Strategic Wealth
Missouri
$347K -$28.4K -466 -8%
CCA
738
Checchi Capital Advisers
California
$342K -$37.1K -609 -10%
AI
739
Accredited Investors
Minnesota
$340K -$305 -5 -0.1%
LSA
740
L & S Advisors
California
$340K
CIC
741
Carnegie Investment Counsel
Ohio
$339K +$317K +5,208 New
BONST
742
Bank of Nova Scotia Trust
Ontario, Canada
$336K +$30.3K +497 +10%
FCMT
743
Founders Capital Management (Texas)
Texas
$334K +$311K +5,100 +5,100%
FANJ
744
Financial Architects (New Jersey)
New Jersey
$333K +$70.9K +1,164 +29%
PJSIMP
745
P.J. Schmidt Investment Management (PJS)
Wisconsin
$332K -$36.5K -600 -10%
CONA
746
Capital One National Association
New York
$330K +$59.5K +977 +23%
SC
747
Savant Capital
Illinois
$327K -$4.14K -68 -1%
IAMOG
748
Investors Asset Management of Georgia
Georgia
$317K -$28.4K -467 -9%
Members Trust
749
Members Trust
Florida
$317K +$24.4K +400 +9%
AB
750
Atlas Brown
Kentucky
$313K +$3.96K +65 +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.