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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
B
801
BancorpSouth
Mississippi
$224K -$57.6K -946 -21%
TCOT
802
Trust Company of Toledo
Ohio
$224K
ZIC
803
ZWJ Investment Counsel
Georgia
$223K -$211K -3,457 -50%
BSPF
804
British Steel Pension Fund
United Kingdom
$223K -$52.4K -861 -20%
MHS
805
M Holdings Securities
Oregon
$223K +$211K +3,466 New
FMBTD
806
First Midwest Bank Trust Division
Illinois
$223K +$212K +3,475 New
NL
807
NWAM LLC
Washington
$221K -$35.7K -586 -15%
FAM
808
Formidable Asset Management
Ohio
$221K -$27.6K -453 -12%
CAM
809
Columbia Asset Management
Michigan
$220K -$164K -2,696 -44%
GW
810
GW & Wade
Massachusetts
$220K -$8.1K -133 -4%
FMWA
811
Forvis Mazars Wealth Advisors
Missouri
$219K +$208K +3,409 New
FC
812
Ferris Capital
Massachusetts
$218K +$14.4K +236 +7%
WIP
813
Wellesley Investment Partners
Massachusetts
$217K -$11.3K -185 -5%
RFA
814
Reilly Financial Advisors
California
$216K
RB
815
Rodgers Brothers
Pennsylvania
$216K
WKWM
816
Walter & Keenan Wealth Management
Indiana
$213K +$202K +3,320 New
CG
817
Caprock Group
Idaho
$210K +$197K +3,233 New
NWM
818
Northwest Wealth Management
Iowa
$208K -$3.22M -52,889 -94%
WP
819
WealthSource Partners
California
$208K +$197K +3,234 New
Mariner
820
Mariner
Kansas
$205K -$88.1K -1,447 -31%
WTC
821
WhitTier Trust Company
Nevada
$205K +$731 +12 +0.4%
FPCP
822
Fort Point Capital Partners
California
$205K +$192K +3,160 New
OCM
823
One Capital Management
California
$204K -$18.3K -300 -9%
HA
824
Harfst & Associates
Wyoming
$203K +$4.26K +70 +2%
MWAC
825
Mariner Wealth Advisors (Cincinnati)
Ohio
$200K -$19.7K -323 -9%

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.