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Occidental Petroleum
OXY

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: 975 → 984 (+9)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (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

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$188M
2
Two Sigma Investments
Two Sigma Investments
New York
+$145M
3
JP Morgan Chase
JP Morgan Chase
New York
+$141M
4
EIP
Epoch Investment Partners
New York
+$89M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$82.1M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$253M
2
BlackRock
BlackRock
New York
-$154M
3
PP
Prudential plc
United Kingdom
-$78.5M
4
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$73.6M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$68.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AJ
901
Ashburton (Jersey)
Jersey
$45K – – –
FFC
902
First Financial Corp
Indiana
$45K – – –
ED
903
Exane Derivatives
France
$43.8K +$4.32K +71 +12%
GT
904
Greenleaf Trust
Michigan
$40K +$37.9K +622 New
JFA
905
JNBA Financial Advisors
Minnesota
$39K – – –
CPA
906
Cowen Prime Advisors
New York
$35K – – –
FCB
907
First Command Bank
Texas
$35K – – –
FCFS
908
First Command Financial Services
Texas
$35K – – –
CB
909
Community Bank
New York
$34K -$10K -165 -24%
FPB
910
First PREMIER Bank
South Dakota
$34K – – –
BWP
911
Baldwin Wealth Partners
Massachusetts
$33K – – –
HCM
912
Highlander Capital Management
New Jersey
$32K – – –
KTC
913
Kistler-Tiffany Companies
Pennsylvania
$32K – – –
GAM
914
Gemmer Asset Management
California
$31K -$18.1K -297 -38%
MIFH
915
Migdal Insurance & Financial Holdings
Israel
$31K +$12K +197 +68%
JFGIW
916
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K -$3.04K -50 -10%
ST
917
Smithfield Trust
Pennsylvania
$27K -$122 -2 -0.5%
NCM
918
New Capital Management
Texas
$27K – – –
EWM
919
Edge Wealth Management
New York
$27K +$23.7K +389 +1,255%
ACM
920
Armbruster Capital Management
New York
$26K – – –
BC
921
Barnett & Company
Tennessee
$26K – – –
CCMW
922
Cypress Capital Management (Wyoming)
Wyoming
$26K – – –
LA
923
Legacy Advisors
Pennsylvania
$26K +$10.2K +167 +67%
KPCM
924
Kings Point Capital Management
New York
$24K – – –
PCTC
925
Perkins Coie Trust Company
Washington
$22K – – –
35 36
37
38 39

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.