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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
AF
876
Arrow Financial
New York
$68K +$13.7K +225 +27%
AIS
877
Accurate Investment Solutions
Pennsylvania
$67K
QAM
878
QCI Asset Management
New York
$65K
AIM
879
Advantage Investment Management
Iowa
$61K -$13.4K -220 -19%
HI
880
Hudock Inc
Pennsylvania
$61K -$1.1K -18 -2%
NCM
881
Nelson Capital Management
California
$60K
FPFS
882
First Personal Financial Services
North Carolina
$60K +$57.2K +940 New
GEA
883
Glen Eagle Advisors
New Jersey
$58.8K -$109K -1,795 -66%
AFIA
884
America First Investment Advisors
Nebraska
$58K
WA
885
WealthTrust-Arizona
Arizona
$58K +$365 +6 +0.7%
JCM
886
Jacobi Capital Management
Pennsylvania
$57K +$15.3K +252 +40%
PFGIA
887
Patriot Financial Group Insurance Agency
Massachusetts
$56K +$10.5K +172 +25%
OIA
888
OneDigital Investment Advisors
Kansas
$55K -$190K -3,121 -78%
GBBWRPM
889
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$55K
DAM
890
Delta Asset Management
Tennessee
$53K -$11.3K -185 -18%
VIA
891
Vantage Investment Advisors
Pennsylvania
$53K +$183 +3 +0.4%
MFBTD
892
MB Financial Bank - Trust Department
Illinois
$52K
TC
893
Trust Company
Kansas
$52K
AF
894
Allworth Financial
California
$52K +$244 +4 +0.5%
WC
895
Whitnell & Co
Illinois
$51K
PSC
896
Prentiss Smith & Co
Vermont
$50K
RWA
897
Ropes Wealth Advisors
Massachusetts
$49K -$280K -4,600 -86%
GRP
898
Global Retirement Partners
California
$49K +$2.44K +40 +6%
SCA
899
Secor Capital Advisors
New York
$48K +$45.3K +744 New
ATC
900
Adirondack Trust Company
New York
$46K -$8.22K -135 -16%

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.