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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
TIAAOA
201
Teachers Insurance & Annuity Association of America
New York
$12.9M +$46.4K +762 +0.4%
Truist Financial
202
Truist Financial
North Carolina
$12.9M +$4.53M +74,310 +59%
DADC
203
D.A. Davidson & Co
Montana
$12.7M +$780K +12,810 +7%
FFA
204
First Foundation Advisors
California
$12.6M +$141K +2,311 +1%
Korea Investment Corp
205
Korea Investment Corp
South Korea
$12.4M -$353K -5,800 -3%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$12.3M -$2.36M -38,775 -17%
BCM
207
Barometer Capital Management
Ontario, Canada
$12.2M +$11.6M +190,200 New
GAM
208
Guinness Asset Management
United Kingdom
$11.9M
CAM
209
Cidel Asset Management
Ontario, Canada
$11.8M +$3.92M +64,328 +54%
PCA
210
Personal Capital Advisors
California
$11.7M +$2.75M +45,190 +33%
KA
211
KLCM Advisors
Wisconsin
$11.6M -$260K -4,275 -2%
NIPH
212
NN Investment Partners Holdings
Netherlands
$11.6M -$8.53M -139,994 -44%
CI
213
Capital International
California
$11.3M +$1.87M +30,700 +21%
APG Asset Management
214
APG Asset Management
Netherlands
$11.2M +$1.52M +24,900 +17%
Los Angeles Capital Management
215
Los Angeles Capital Management
California
$11.1M +$352K +5,776 +3%
DP
216
Dearborn Partners
Illinois
$11.1M -$711K -11,678 -6%
NMIMC
217
Northwestern Mutual Investment Management Company
Wisconsin
$11M -$246K -4,033 -2%
PL
218
Perpetual Ltd
Australia
$10.9M -$451K -7,400 -4%
SFM
219
Stack Financial Management
Montana
$10.7M -$108K -1,770 -1%
HIMCH
220
Hartford Investment Management Co (HIMCO)
Connecticut
$10.7M -$74.7K -1,227 -0.7%
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$10.7M +$516K +8,465 +5%
PIA
222
Piedmont Investment Advisors
North Carolina
$10.6M +$92.5K +1,518 +0.9%
WSFS
223
Wilmington Savings Fund Society
Delaware
$10.5M +$1.03M +16,843 +12%
ProShare Advisors
224
ProShare Advisors
Maryland
$10.1M +$1.87M +30,676 +24%
MHC
225
Meyer Handelman Company
New York
$10.1M -$1.07M -17,600 -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.