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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
MGIA
1026
Moneta Group Investment Advisors
Missouri
-$316K -5,285 Closed
GCA
1027
Gideon Capital Advisors
New York
-$307K -5,130 Closed
FWM
1028
FFT Wealth Management
Pennsylvania
-$299K -4,998 Closed
WSTAM
1029
Wilbanks Smith & Thomas Asset Management
Virginia
-$238K -3,978 Closed
SC
1030
Scotia Capital
Ontario, Canada
-$231K -3,859 Closed
PAS
1031
Partnervest Advisory Services
California
-$228K -3,812 Closed
PCM
1032
Pointe Capital Management
Michigan
-$222K -3,710 Closed
CA
1033
Cetera Advisors
Colorado
-$220K -3,665 Closed
WPP
1034
Whalerock Point Partners
Rhode Island
-$216K -3,600 Closed
TCOO
1035
Trust Company of Oklahoma
Oklahoma
-$207K -3,450 Closed
FCFC
1036
First Commonwealth Financial Corp
Pennsylvania
-$202K -3,378 Closed
CM
1037
CoreCommodity Management
Connecticut
-$173K -2,886 Closed
MLFP
1038
MPS Loria Financial Planners
Illinois
-$147K -2,420 Closed
PFPT
1039
Pinnacle Financial Partners (Tennessee)
Tennessee
-$91K -1,509 Closed
HT
1040
Heritage Trust
Oklahoma
-$60K -1,000 Closed
CWM
1041
Cranbrook Wealth Management
Michigan
-$21K -353 Closed
VWA
1042
V Wealth Advisors
Kansas
-$16K -271 Closed
CFA
1043
Camarda Financial Advisors
Florida
-$9K -154 Closed
SIAP
1044
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$5K -79 Closed
MWM
1045
Mascoma Wealth Management
New Hampshire
-$4K -74 Closed
FFW
1046
Fusion Family Wealth
New York
-$3K -58 Closed
LWA
1047
Lenox Wealth Advisors
New York
+$122 +2 New

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.