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
SAM
176
Shell Asset Management
Netherlands
$17.4M -$515K -8,450 -3%
PWLP
177
Prio Wealth Limited Partnership
Massachusetts
$17.3M -$375K -6,151 -2%
DF
178
Donoghue Forlines
Massachusetts
$17.2M +$110K +1,807 +0.7%
FIM
179
Foresters Investment Management
New York
$17.1M
State of Tennessee, Department of Treasury
180
State of Tennessee, Department of Treasury
Tennessee
$16.7M -$810K -13,308 -5%
AG
181
Aperio Group
California
$16.7M +$3.11M +51,036 +24%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$16.6M +$2.26M +37,039 +17%
UCFA
183
United Capital Financial Advisors
Texas
$16.4M +$16.8K +276 +0.1%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$16.4M -$3.18M -52,232 -17%
Canada Pension Plan Investment Board
185
Canada Pension Plan Investment Board
Ontario, Canada
$16.3M +$2.68M +44,000 +21%
Axa
186
Axa
France
$15.9M -$1.11M -18,188 -7%
GIBU
187
Gulf International Bank (UK)
United Kingdom
$15.5M +$140K +2,300 +1%
GG
188
Gofen & Glossberg
Illinois
$15.4M -$962K -15,791 -6%
ACI
189
AMP Capital Investors
Australia
$15.2M +$1.06M +17,440 +8%
HCM
190
Highbridge Capital Management
New York
$15.2M +$14.1M +231,955 +4,988%
RJFSA
191
Raymond James Financial Services Advisors
Florida
$15.1M +$698K +11,455 +5%
D.E. Shaw & Co
192
D.E. Shaw & Co
New York
$15M +$12.2M +199,543 +586%
SOMRS
193
State of Michigan Retirement System
Michigan
$14.9M -$1.17M -19,200 -8%
MAA
194
Matrix Asset Advisors
New York
$14.4M +$60.6K +995 +0.4%
GAM
195
Gotham Asset Management
New York
$14M +$13.3M +218,656 New
AIA
196
Avalon Investment & Advisory
Texas
$13.8M +$13.1M +215,515 New
PWM
197
Perigon Wealth Management
California
$13.7M -$453K -7,430 -3%
TPSF
198
Texas Permanent School Fund
Texas
$13.6M -$179K -2,936 -1%
First Manhattan
199
First Manhattan
New York
$13.1M -$201K -3,301 -2%
TAM
200
Taurus Asset Management
New York
$12.9M +$1.89M +31,100 +18%

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.