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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
Toronto Dominion Bank
76
Toronto Dominion Bank
Ontario, Canada
$77.7M +$303K +4,980 +0.4%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$72.7M +$11.2M +184,191 +19%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$72.4M +$84.7K +1,390 +0.1%
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
$71.1M +$7.64M +125,460 +13%
Prudential Financial
80
Prudential Financial
New Jersey
$69M -$830K -13,623 -1%
MWNA
81
Marshall Wace North America
New York
$67.3M +$64M +1,051,412 New
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66.1M -$3.37M -55,359 -5%
BCM
83
Bridgeway Capital Management
Texas
$65.5M -$611K -10,030 -1%
Artisan Partners
84
Artisan Partners
Wisconsin
$64.9M +$3.52M +57,765 +6%
CI
85
Cambiar Investors
Colorado
$63.9M -$3.55M -58,299 -6%
NIMC
86
NWQ Investment Management Company
California
$62.4M -$10.8M -176,579 -15%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$60M -$3.53M -58,002 -6%
Allianz Asset Management
88
Allianz Asset Management
Germany
$58.9M -$3.97M -65,114 -7%
SCM
89
Sterling Capital Management
North Carolina
$58.5M +$60.7K +997 +0.1%
Two Sigma Advisers
90
Two Sigma Advisers
New York
$57.9M +$54.9M +901,779 New
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$57M +$24.4M +401,102 +83%
DC
92
Davenport & Co
Virginia
$53.5M -$351K -5,771 -0.7%
Citigroup
93
Citigroup
New York
$53.1M +$5.03M +82,634 +11%
LWCFA
94
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53.1M +$1.76M +28,930 +4%
GC
95
Guggenheim Capital
Illinois
$52.7M -$1.22M -20,113 -2%
DekaBank Deutsche Girozentrale
96
DekaBank Deutsche Girozentrale
Germany
$52.6M +$1.89M +31,074 +4%
CBT
97
Capital Bank & Trust
California
$51.2M -$39.1M -641,448 -45%
Barclays
98
Barclays
United Kingdom
$51.2M -$16M -263,534 -25%
FPA
99
First Pacific Advisors
California
$50M -$634K -10,410 -1%
AA
100
ALPS Advisors
Colorado
$48.8M -$730K -11,981 -2%

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.