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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
SBL
976
Sargent Bickham Lagudis
Colorado
$3K – – –
CAL
977
Capital Analysts LLC
Pennsylvania
$3K +$2.56K +42 New
CFD
978
Creative Financial Designs
Indiana
$2K – – –
CTB
979
Country Trust Bank
Illinois
$2K +$2.01K +33 New
CPA
980
Clear Perspective Advisors
Illinois
$2K +$2.13K +35 New
CIM
981
Contravisory Investment Management
Massachusetts
$2K +$2.19K +36 New
MPWT
982
MassMutual Private Wealth & Trust
Connecticut
$1.16K -$3.41K -56 -76%
NSB
983
Norway Savings Bank
Maine
$1K – – –
CT
984
Chicago Trust
Illinois
$703 +$71.3K +1,171 +12%
Alyeska Investment Group
985
Alyeska Investment Group
Illinois
– -$68.4M -1,143,204 Closed
EPFB
986
Employees Provident Fund Board
Malaysia
– -$61.3M -1,024,216 Closed
Point72 Asset Management
987
Point72 Asset Management
Connecticut
– -$60.2M -1,004,966 Closed
JCM
988
Janney Capital Management
Pennsylvania
– -$7.53M -125,758 Closed
CS
989
Central Securities
New York
– -$7.48M -125,000 Closed
SCM
990
Stevens Capital Management
Pennsylvania
– -$6.76M -112,995 Closed
HI
991
Honeywell International
North Carolina
– -$5.99M -100,000 Closed
GH
992
GAM Holding
Switzerland
– -$5.38M -89,949 Closed
Marshall Wace
993
Marshall Wace
United Kingdom
– -$5.02M -83,612 Closed
ANI
994
American National Insurance
Texas
– -$4.38M -73,140 Closed
Jane Street
995
Jane Street
New York
– -$3.5M -57,422 Closed
PWM
996
Patriot Wealth Management
Texas
– -$3.16M -52,791 Closed
DCM
997
Dynamic Capital Management
Jersey
– -$2.06M -34,326 Closed
MDSL
998
M.D. Sass LLC
New York
– -$1.99M -33,300 Closed
TL
999
TowerView LLC
New York
– -$1.8M -30,000 Closed
SG
1000
StoneX Group
New York
– -$1.61M -26,969 Closed
38 39
40
41 42

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.