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Occidental Petroleum
OXY

1,078 hedge funds and large institutions have $46.6B invested in Occidental Petroleum in 2017 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 347 increasing their positions, 438 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 70

110% more funds holding in top 10

Funds holding in top 10: 10 → 21 (+11)

17% more capital invested

Capital invested by funds: $39.9B → $46.6B (+$6.72B)

10% more funds holding

Funds holding: 984 → 1,078 (+94)

1.55% more ownership

Funds ownership: 81.24% → 82.79% (+1.5%)

21% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 438

53% less call options, than puts

Call options by funds: $310M | Put options by funds: $652M

Holders
1,078
Holders Change
+94
Holders Change %
+9.55%
% of All Funds
24.45%
Holding in Top 10
21
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+110%
% of All Funds
0.48%
New
172
Increased
347
Reduced
438
Closed
70
Calls
$310M
Puts
$652M
Net Calls
-$343M
Net Calls Change
-$69.2M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$690M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$228M
3
Capital International Investors
Capital International Investors
California
+$135M
4
Millennium Management
Millennium Management
New York
+$130M
5
EIP
Epoch Investment Partners
New York
+$111M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$357M
2
Bank of America
Bank of America
North Carolina
-$243M
3
DSA
Davis Selected Advisers
Arizona
-$186M
4
Two Sigma Investments
Two Sigma Investments
New York
-$135M
5
Ameriprise
Ameriprise
Minnesota
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
976
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$51K +$46.8K +690 New
MCM
977
Monument Capital Management
Virginia
$51K +$47.5K +700 New
MIFH
978
Migdal Insurance & Financial Holdings
Israel
$50K +$13.2K +194 +40%
IFA
979
Interactive Financial Advisors
Illinois
$48K +$44.3K +653 New
FMP
980
Financial Management Professionals
Texas
$47K – – –
AC
981
Avestar Capital
New York
$46K +$47.5K +700 New
FFC
982
First Financial Corp
Indiana
$44K -$6.79K -100 -14%
JFA
983
JNBA Financial Advisors
Minnesota
$44K – – –
CPA
984
Cowen Prime Advisors
New York
$41K – – –
FCB
985
First Command Bank
Texas
$41K – – –
FCFS
986
First Command Financial Services
Texas
$41K – – –
PGWM
987
Parisi Gray Wealth Management
New Jersey
$41K +$37.4K +551 New
DCM
988
Delpha Capital Management
New York
$40K +$37K +545 New
JG
989
Jefferies Group
New York
$39K -$1.17M -17,288 -97%
FPB
990
First PREMIER Bank
South Dakota
$39K – – –
PCA
991
Providence Capital Advisors
North Carolina
$37K +$33.9K +500 New
GAM
992
Gemmer Asset Management
California
$35K +$271 +4 +0.8%
YWP
993
YorkBridge Wealth Partners
New York
$34K -$54.4K -802 -63%
JFGIW
994
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K – – –
AWM
995
Aevitas Wealth Management
Massachusetts
$33K +$30.7K +452 New
NCM
996
New Capital Management
Texas
$31K – – –
GTAM
997
Global Trust Asset Management
Florida
$31K +$28.8K +424 New
ST
998
Smithfield Trust
Pennsylvania
$30K -$679 -10 -2%
EWM
999
Edge Wealth Management
New York
$30K – – –
ACM
1000
Armbruster Capital Management
New York
$29K – – –
38 39
40
41 42

OXY Hedge Fund Activity: Q4 2017 in Review

1,078 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2017, worth a combined $46.6B — up 17% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new OXY positions and 70 closed out — a net gain of 102 holders — while 347 added to existing stakes and 438 trimmed.

The largest buyer was Capital World Investors, adding an estimated $690M. The largest seller was BlackRock, cutting an estimated $357M.

  • 1,078 institutional investors held Occidental Petroleum (OXY) as of Q4 2017, up from 984 in Q3 2017.
  • Funds reported $46.6B of Occidental Petroleum stock for Q4 2017, up 17% quarter-over-quarter.
  • 172 funds opened new Occidental Petroleum positions in Q4 2017 and 70 closed out, a net change of +102 holders.
  • The largest Occidental Petroleum buyer in Q4 2017 was Capital World Investors, an estimated $690M added.
  • The largest Occidental Petroleum seller in Q4 2017 was BlackRock, an estimated $357M sold.

Based on aggregated 13F filings for Q4 2017.