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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
EFSCE
851
Enterprise Financial Services Corp (EFSC)
Missouri
$127K +$49.1K +806 +69%
X
852
Xponance
Pennsylvania
$126K +$120K +1,965 New
EDRH
853
Edmond de Rothschild Holding
Switzerland
$122K
AWM
854
Avior Wealth Management
Nebraska
$121K
SFSIG
855
San Francisco Sentry Investment Group
California
$120K +$39.8K +654 +54%
PMFA
856
Plante Moran Financial Advisors
Michigan
$118K -$24.4K -400 -18%
VCM
857
Versant Capital Management
Arizona
$115K -$6.7K -110 -6%
GLI
858
Guardian Life Insurance
New York
$111K
FIB
859
First Interstate Bank
Montana
$105K
IIC
860
Integrated Investment Consultants
Michigan
$104K
HIIFS
861
Harel Insurance Investments & Financial Services
Israel
$103K
WEC
862
Winslow Evans & Crocker
Massachusetts
$95.4K -$4.51K -74 -5%
SSB
863
Sandy Spring Bank
Maryland
$93K -$85.9K -1,410 -49%
AIM
864
Anchor Investment Management
South Carolina
$91.5K
DSC
865
Duncker Streett & Co
Missouri
$91K -$24.2K -397 -22%
SFG
866
SevenBridge Financial Group
Pennsylvania
$89K -$7.61K -125 -8%
VFA
867
Valeo Financial Advisors
Indiana
$85K +$80.8K +1,326 New
YWP
868
YorkBridge Wealth Partners
New York
$82K -$7.55K -124 -9%
MRCM
869
M&R Capital Management
New Jersey
$82K -$6.03K -99 -7%
BWA
870
Burt Wealth Advisors
Maryland
$81K +$183 +3 +0.2%
MAM
871
Meeder Asset Management
Ohio
$78K +$11.5K +189 +19%
WPA
872
West Paces Advisors
Georgia
$75.9K
PHK
873
Point72 Hong Kong
Hong Kong
$73K +$69.1K +1,134 New
WAP
874
Wealthcare Advisory Partners
Pennsylvania
$73K +$69.5K +1,141 +114,100%
GWA
875
Guidant Wealth Advisors
Illinois
$68K -$17.6K -289 -21%

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.