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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
PK
926
Pflug Koory
Nebraska
$22K
SFPIA
927
Stevens First Principles Investment Advisors
California
$22K
CP
928
Corbenic Partners
Pennsylvania
$21K +$19.8K +325 New
SWA
929
Sutton Wealth Advisors
Florida
$19.6K
WIM
930
Westside Investment Management
California
$19.3K -$37.2K -610 -67%
HCC
931
Hirtle Callaghan & Co
Pennsylvania
$19K
PAI
932
Pittenger & Anderson Inc
Nebraska
$19K
BWA
933
BDO Wealth Advisors
Florida
$19K +$426 +7 +2%
WWM
934
Willingdon Wealth Management
North Carolina
$19K +$18.1K +298 New
LC
935
Landaas & Company
Wisconsin
$19K +$18.3K +300 New
RWG
936
Regal Wealth Group
California
$18K
CAW
937
Cornerstone Advisors (Washington)
Washington
$17K -$8.95K -147 -36%
NSIM
938
North Star Investment Management
Illinois
$16K
PCP
939
Proficio Capital Partners
Massachusetts
$14K -$1.4K -23 -10%
AFNAS
940
American Financial Network Advisory Services
California
$14K +$13.4K +220 New
KF
941
Krilogy Financial
Missouri
$13K +$609 +10 +5%
RPG
942
Risk Paradigm Group
Texas
$12.8K +$12.2K +200 New
FMP
943
Financial Management Professionals
Texas
$12K
WA
944
Winfield Associates
Ohio
$12K +$11.6K +190 New
HDIM
945
Hanson & Doremus Investment Management
Vermont
$11K
MUS
946
Mitsubishi UFJ Securities
Japan
$11K
TFO
947
Tarbox Family Office
California
$11K +$2.07K +34 +24%
TCM
948
Tradewinds Capital Management
Washington
$10K
VNA
949
Valley National Advisers
Pennsylvania
$10K
TFA
950
Transamerica Financial Advisors
Florida
$9K -$487 -8 -5%

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.