We are live on ! Find out more
OXY icon

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
Credit Agricole
126
Credit Agricole
France
$32.2M +$279K +4,576 +0.9%
STMM
127
South Texas Money Management
Texas
$31.7M +$58.2K +955 +0.2%
RFC
128
Regions Financial Corp
Alabama
$31.6M +$548 +9 +0%
AAMU
129
Amundi Asset Management US
Massachusetts
$29.4M -$104K -1,711 -0.4%
SIA
130
Sit Investment Associates
Minnesota
$29.3M +$6.83M +112,139 +33%
Aberdeen Group
131
Aberdeen Group
United Kingdom
$29.2M +$27.7M +455,035 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$29M -$1.45M -23,879 -5%
CGT
133
Capital Guardian Trust
California
$28.4M +$977K +16,045 +4%
CWM
134
CIBC World Markets
New York
$28.3M +$10.4M +169,954 +63%
TAM
135
Tocqueville Asset Management
New York
$28.3M +$1.75M +28,658 +7%
BTS
136
BB&T Securities
Virginia
$27.2M -$1.81M -29,696 -7%
PAMU
137
Pictet Asset Management (UK)
United Kingdom
$26.4M -$2.34M -38,424 -9%
ACA
138
Anchor Capital Advisors
Massachusetts
$26.4M +$81.2K +1,333 +0.3%
Nordea Investment Management
139
Nordea Investment Management
Sweden
$26.2M +$643K +10,551 +3%
PAM
140
Panagora Asset Management
Massachusetts
$26.1M +$21.3M +350,072 +628%
BCIM
141
British Columbia Investment Management
British Columbia, Canada
$25.3M -$1.58M -25,947 -6%
State of New Jersey Common Pension Fund D
142
State of New Jersey Common Pension Fund D
New Jersey
$25.1M -$2.7M -44,300 -10%
FMI
143
Factory Mutual Insurance
Massachusetts
$25M
WIC
144
Willis Investment Counsel
Georgia
$24.7M +$508K +8,340 +2%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$24.5M +$532K +8,743 +2%
VDBMI
146
Van Den Berg Management I
Texas
$24M -$534K -8,775 -2%
TH
147
TCTC Holdings
Texas
$23.9M -$42.6K -700 -0.2%
Retirement Systems of Alabama
148
Retirement Systems of Alabama
Alabama
$23.8M -$17.6M -289,371 -44%
JMPWA
149
JP Morgan Private Wealth Advisors
California
$23.8M -$3.81M -62,583 -14%
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$23.2M -$421K -6,908 -2%

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.