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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
OIA
826
Optimum Investment Advisors
Illinois
$200K +$190K +3,121 New
QCG
827
Quadrant Capital Group
Ohio
$191K +$22.2K +364 +13%
ASN
828
Advisory Services Network
Georgia
$189K -$35.5K -583 -17%
MCM
829
Manchester Capital Management
Vermont
$186K
BFEC
830
Benjamin F. Edwards & Company
Missouri
$182K -$39.8K -653 -19%
RE
831
RBC Europe
United Kingdom
$176K +$167K +2,734 New
IA
832
IndexIQ Advisors
New York
$174K -$640K -10,515 -79%
AW
833
Alpha Windward
Massachusetts
$168K +$1.28K +21 +0.8%
Cohen & Steers
834
Cohen & Steers
New York
$167K
NFG
835
Next Financial Group
Texas
$166K +$12.9K +211 +9%
First Eagle Investment Management
836
First Eagle Investment Management
New York
$162K
GWS
837
Glassman Wealth Services
Virginia
$159K
CT
838
Clearstead Trust
Maine
$156K -$21.6K -355 -13%
FQ
839
First Quadrant
California
$152K -$258K -4,232 -64%
FHA
840
First Horizon Advisors
Tennessee
$151K -$27.4K -450 -16%
OC
841
Oakworth Capital
Alabama
$140K +$24.1K +395 +20%
SIC
842
Salem Investment Counselors
North Carolina
$139K
VFA
843
Virtus Fund Advisers
Connecticut
$139K
MCM
844
MV Capital Management
Maryland
$135K -$13.6K -223 -10%
FPS
845
Fieldpoint Private Securities
Connecticut
$134K -$16.7K -275 -12%
BG
846
Bollard Group
Massachusetts
$133K -$718K -11,782 -85%
PA
847
Parallel Advisors
California
$129K -$21K -344 -15%
HR
848
Howe & Rusling
New York
$128K -$15.2K -250 -11%
OFW
849
Omnia Family Wealth
Florida
$128K +$853 +14 +0.7%
FA
850
Fortis Advisors
Pennsylvania
$128K +$122K +2,000 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.