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
CL
751
Choreo LLC
Illinois
$310K +$61 +1 +0%
CFG
752
Citizens Financial Group
Rhode Island
$309K -$14.1K -231 -5%
ECM
753
EagleClaw Capital Management
Massachusetts
$308K -$12.2K -200 -4%
CA
754
Clearstead Advisors
Ohio
$308K -$3.9K -64 -1%
LF
755
Lee Financial
Texas
$306K -$296K -4,857 -51%
RG
756
Rathbones Group
United Kingdom
$298K
RC
757
RegentAtlantic Capital
New Jersey
$293K -$27.6K -453 -9%
CCM
758
Covington Capital Management
California
$292K +$277K +4,543 New
SNT
759
Security National Trust
West Virginia
$290K -$122K -2,000 -31%
AWM
760
Altavista Wealth Management
North Carolina
$290K -$102K -1,670 -27%
CG
761
Colony Group
Massachusetts
$289K -$48.7K -800 -15%
LWAC
762
Laurel Wealth Advisors (California)
California
$289K +$9.8K +161 +4%
CIM
763
CIM Investment Management
Pennsylvania
$282K -$15K -246 -5%
MCA
764
Mercer Capital Advisers
New Jersey
$282K
AW
765
ACG Wealth
Georgia
$276K -$4.63K -76 -2%
WAM
766
Wealthspire Advisors (Maryland)
Maryland
$275K -$10.5K -173 -4%
GIA
767
Guyasuta Investment Advisors
Pennsylvania
$273K
OA
768
Oxbow Advisors
Texas
$272K +$18.3K +300 +8%
TRCT
769
Tower Research Capital (TRC)
New York
$271K -$293K -4,815 -53%
HIMC
770
Heritage Investors Management Corp
Maryland
$271K +$6.09K +100 +2%
WDL
771
Well Done LLC
Michigan
$271K +$257K +4,219 New
CIS
772
Connors Investor Services
Pennsylvania
$260K
LOAMS
773
Lombard Odier Asset Management (Switzerland)
Switzerland
$260K
RFM
774
Royal Fund Management
Florida
$260K +$609 +10 +0.2%
GBT
775
Grove Bank & Trust
Florida
$260K +$140K +2,297 +131%

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.