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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
SGCA
776
Steel Grove Capital Advisors
Tennessee
$257K -$140K -2,305 -37%
FMLI
777
Fukoku Mutual Life Insurance
Japan
$257K
JWM
778
Jacobus Wealth Management
Wisconsin
$257K
RIM
779
Regent Investment Management
Kentucky
$257K
GIM
780
Goelzer Investment Management
Indiana
$256K -$1.12M -18,427 -82%
AL
781
Aspiriant LLC
California
$252K +$11.1K +182 +5%
FIM
782
Fruth Investment Management
Texas
$251K
LNB
783
Ledyard National Bank
$250K +$16.1K +265 +7%
CAI
784
Capital Advisors Inc
Oklahoma
$248K -$82.4K -1,353 -26%
SAM
785
Silvercrest Asset Management
New York
$245K +$487 +8 +0.2%
WA
786
WBH Advisory
Maryland
$244K -$15.1K -248 -6%
WA
787
WP Advisors
California
$243K -$5.91K -97 -2%
WJA
788
Williams Jones & Associates
New York
$242K +$230K +3,775 New
SSA
789
Schonfeld Strategic Advisors
New York
$242K +$230K +3,776 New
HCA
790
Harbour Capital Advisors
Virginia
$240K -$14.9K -245 -6%
SWM
791
Segment Wealth Management
Texas
$239K -$35.9K -590 -14%
NPC
792
National Planning Corporation
California
$238K -$670 -11 -0.3%
RT
793
Rockland Trust
Massachusetts
$234K -$44.9K -737 -17%
BCM
794
BTR Capital Management
California
$233K -$10.7K -175 -5%
SCA
795
Stonebridge Capital Advisors
Minnesota
$233K +$221K +3,627 New
BRM
796
Boston Research & Management
Massachusetts
$228K
EFS
797
Essex Financial Services
Connecticut
$227K +$216K +3,540 New
PGFC
798
Peapack-Gladstone Financial Corp
New Jersey
$227K +$6.03K +99 +3%
LCM
799
Logan Capital Management
Pennsylvania
$225K +$3.04K +50 +1%
EMG
800
Ellington Management Group
Connecticut
$225K +$213K +3,500 New

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.