Occidental Petroleum
1,078 hedge funds and large institutions have $46.6B invested in Occidental Petroleum in 2017 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 347 increasing their positions, 438 reducing their positions, and 70 closing their positions.
146% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 70
110% more funds holding in top 10
Funds holding in top 10: 10 → 21 (+11)
17% more capital invested
Capital invested by funds: $39.9B → $46.6B (+$6.72B)
10% more funds holding
Funds holding: 984 → 1,078 (+94)
1.55% more ownership
Funds ownership: 81.24% → 82.79% (+1.5%)
21% less repeat investments, than reductions
Existing positions increased: 347 | Existing positions reduced: 438
53% less call options, than puts
Call options by funds: $310M | Put options by funds: $652M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$690M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$228M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$135M |
| 4 |
Millennium Management
New York
|
+$130M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$357M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$243M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$186M |
| 4 |
Two Sigma Investments
New York
|
-$135M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$103M |
OXY Hedge Fund Activity: Q4 2017 in Review
1,078 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2017, worth a combined $46.6B — up 17% from $39.9B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new OXY positions and 70 closed out — a net gain of 102 holders — while 347 added to existing stakes and 438 trimmed.
The largest buyer was Capital World Investors, adding an estimated $690M. The largest seller was BlackRock, cutting an estimated $357M.
- 1,078 institutional investors held Occidental Petroleum (OXY) as of Q4 2017, up from 984 in Q3 2017.
- Funds reported $46.6B of Occidental Petroleum stock for Q4 2017, up 17% quarter-over-quarter.
- 172 funds opened new Occidental Petroleum positions in Q4 2017 and 70 closed out, a net change of +102 holders.
- The largest Occidental Petroleum buyer in Q4 2017 was Capital World Investors, an estimated $690M added.
- The largest Occidental Petroleum seller in Q4 2017 was BlackRock, an estimated $357M sold.
Based on aggregated 13F filings for Q4 2017.