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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
ZIM
151
Zacks Investment Management
Illinois
$23.1M +$300K +4,925 +1%
SCM
152
SKBA Capital Management
California
$23M -$3.22M -52,850 -13%
N
153
Nuveen
North Carolina
$22.8M +$1.14M +18,682 +6%
Stifel Financial
154
Stifel Financial
Missouri
$22.8M +$425K +6,985 +2%
AAM
155
Advisors Asset Management
Colorado
$22.5M -$64.4K -1,058 -0.3%
MG
156
Mitchell Group
Texas
$22M -$2.6M -42,740 -11%
GF
157
Gabelli Funds
New York
$21.5M +$213K +3,500 +1%
US Bancorp
158
US Bancorp
Minnesota
$21.4M -$1.57M -25,855 -7%
Voloridge Investment Management
159
Voloridge Investment Management
Florida
$21.3M +$20.2M +330,947 New
AIG
160
American International Group
New York
$20.6M -$1.25M -20,490 -6%
Natixis Advisors
161
Natixis Advisors
Massachusetts
$20.5M +$1.55M +25,474 +9%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$19.4M -$1.12M -18,312 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
163
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.2M +$12.7M +207,900 +232%
Assenagon Asset Management
164
Assenagon Asset Management
Luxembourg
$19M +$18M +296,211 New
GFPC
165
Global Financial Private Capital
Florida
$19M +$7.31K +120 +0%
Comerica Bank
166
Comerica Bank
Texas
$18.8M -$213K -3,494 -1%
Connor, Clark & Lunn Investment Management (CC&L)
167
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.6M +$10.1M +165,975 +134%
NAMA
168
Nikko Asset Management Americas
New York
$18.3M -$323K -5,300 -2%
EVM
169
Eaton Vance Management
Massachusetts
$18.3M -$5.59M -91,755 -24%
SW
170
SVB Wealth
Massachusetts
$18.1M -$3.65M -59,899 -18%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$17.9M +$103K +1,692 +0.6%
TU
172
TDAM USA
Ontario, Canada
$17.9M -$1.04M -17,124 -6%
ASRS
173
Arizona State Retirement System
Arizona
$17.8M +$3.51M +57,713 +26%
ANRF
174
Adams Natural Resources Fund
Maryland
$17.6M -$4.67M -76,700 -22%
CFB
175
Cullen/Frost Bankers
Texas
$17.6M -$793K -13,026 -5%

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.