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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
NFA
101
Nationwide Fund Advisors
Ohio
$48M -$767K -12,597 -2%
RRAM
102
River Road Asset Management
Kentucky
$47M -$13.5M -221,609 -23%
FWCM
103
Ferguson Wellman Capital Management
Oregon
$45.9M -$1.67M -27,461 -4%
CRM
104
Cramer Rosenthal McGlynn
Connecticut
$44.2M -$4.06M -66,715 -9%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$43.5M -$2.85M -46,718 -6%
DRZID
106
DePrince Race & Zollo Inc (DRZ)
Florida
$43.4M -$14.1M -232,094 -26%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$43.2M +$476K +7,816 +1%
GIA
108
Gateway Investment Advisers
Ohio
$43.2M +$1.28M +20,946 +3%
SO
109
STRS Ohio
Ohio
$42.9M +$4.14K +68 +0%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$42.8M +$855K +14,032 +2%
National Pension Service
111
National Pension Service
South Korea
$42.8M +$1.6M +26,212 +4%
SB
112
Suntrust Banks
Georgia
$41.3M -$374K -6,138 -0.9%
Lazard Asset Management
113
Lazard Asset Management
New York
$40.9M -$4.87M -79,929 -11%
Fayez Sarofim & Co
114
Fayez Sarofim & Co
Texas
$37.9M -$73.6M -1,208,071 -67%
Aviva
115
Aviva
United Kingdom
$37.8M +$491K +8,064 +1%
M&T Bank
116
M&T Bank
New York
$37.3M -$924K -15,178 -3%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$36.7M -$3.5M -57,416 -9%
O
118
OppenheimerFunds
New York
$36.5M -$3.53M -57,913 -9%
Lord, Abbett & Co
119
Lord, Abbett & Co
New Jersey
$36.2M +$10.7M +175,000 +45%
BNP Paribas Asset Management
120
BNP Paribas Asset Management
France
$35.3M +$3.61M +59,225 +12%
SEI Investments
121
SEI Investments
Pennsylvania
$35.2M +$2M +32,791 +6%
AI
122
Ariel Investments
Illinois
$34.9M +$8.5M +139,511 +34%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.1M +$152K +2,497 +0.5%
Mackenzie Financial
124
Mackenzie Financial
Ontario, Canada
$34M +$2.53M +41,529 +9%
DAC
125
Dividend Assets Capital
South Carolina
$33.8M -$3.55M -58,224 -10%

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.