We are live on ! Find out more
OXY icon

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
CIA
951
Cascade Investment Advisors
Oregon
$8.03K
CPIG
952
Chicago Partners Investment Group
Illinois
$7K +$6.88K +113 New
FWM
953
Focused Wealth Management
New York
$6K -$186K -3,050 -97%
ANBT
954
American National Bank & Trust
Texas
$6K
FCT
955
Family Capital Trust
Massachusetts
$6K
HFM
956
Hartford Financial Management
Connecticut
$6K
MMG
957
Monetary Management Group
Missouri
$6K
IWMA
958
Ironwood Wealth Management (Arizona)
Arizona
$6K +$6.09K +100 New
BWM
959
Baystate Wealth Management
Massachusetts
$5K -$21.4K -351 -82%
TJHA
960
Thomas J. Herzfeld Advisors
Florida
$5K -$1.28K -21 -20%
HWP
961
Hefty Wealth Partners
Indiana
$5K
IDBONY
962
Israel Discount Bank of New York
New York
$5K
TDC
963
Thompson Davis & Co
Virginia
$5K
AOWM
964
Alpha Omega Wealth Management
Virginia
$4K
CBT
965
Central Bank & Trust
Kentucky
$4K
NC
966
NewSquare Capital
Pennsylvania
$4K
BL
967
Balentine LLC
Georgia
$4K +$4.08K +67 New
TG
968
TLP Group
Illinois
$3K -$259K -4,255 -99%
AC
969
Alexandria Capital
Virginia
$3K -$14.9K -244 -86%
MCIA
970
Mountain Capital Investment Advisors
Colorado
$3K -$13K -214 -80%
ACM
971
Aviance Capital Management
Florida
$3K -$244 -4 -9%
Acadian Asset Management
972
Acadian Asset Management
Massachusetts
$3K
CCM
973
Cribstone Capital Management
Maine
$3K
DOA
974
D'Orazio & Associates
Virginia
$3K
HCM
975
Horrell Capital Management
Arkansas
$3K

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.