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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
CFD
1076
Creative Financial Designs
Indiana
$1K -$1.83K -27 -54%
NSB
1077
Norway Savings Bank
Maine
$1K -$679 -10 -45%
RCC
1078
Red Cedar Capital
Nebraska
$1K +$1.15K +17 New
PCG
1079
Private Capital Group
Connecticut
$547 +$500K +7,365 New
NFA
1080
Nationwide Fund Advisors
Ohio
– -$48M -748,070 Closed
Voloridge Investment Management
1081
Voloridge Investment Management
Florida
– -$21.3M -330,947 Closed
HCM
1082
Highbridge Capital Management
New York
– -$16.1M -236,605 Closed
QIM
1083
Quantitative Investment Management
Virginia
– -$9.79M -152,500 Closed
MSE
1084
MUFG Securities EMEA
United Kingdom
– -$6.1M -95,000 Closed
SEC
1085
Seven Eight Capital
New York
– -$5.9M -91,949 Closed
CC
1086
Cipher Capital
New York
– -$4.56M -71,027 Closed
Rafferty Asset Management
1087
Rafferty Asset Management
New York
– -$4.12M -64,164 Closed
QT
1088
Quantbot Technologies
New York
– -$3.97M -61,792 Closed
Tudor Investment Corp
1089
Tudor Investment Corp
Connecticut
– -$3.56M -55,493 Closed
KB
1090
Kimelman & Baird
New York
– -$2.69M -41,963 Closed
SFS
1091
Strategic Financial Services
New York
– -$2.32M -36,113 Closed
BIMC
1092
Benson Investment Management Company
Virginia
– -$2.14M -33,355 Closed
PP
1093
Paloma Partners
Connecticut
– -$2.25M -33,120 Closed
ID
1094
Integral Derivatives
New York
– -$2.22M -32,741 Closed
NLI
1095
Nippon Life Insurance
Japan
– -$1.88M -29,339 Closed
CIM
1096
CenturyLink Investment Management
Colorado
– -$1.86M -29,040 Closed
GP
1097
GLG Partners
United Kingdom
– -$1.77M -27,594 Closed
ZB
1098
Zions Bancorporation
Utah
– -$1.21M -18,814 Closed
Arrowstreet Capital
1099
Arrowstreet Capital
Massachusetts
– -$1.21M -18,800 Closed
PG
1100
PEAK6 Group
Illinois
– -$1.04M -15,253 Closed
42 43
44
45 46

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.