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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.63B +$82.1M +1,348,611 +2%
BlackRock
2
BlackRock
New York
$3.58B -$154M -2,531,912 -4%
State Street
3
State Street
Massachusetts
$2.45B -$51.4M -843,173 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.43B +$141M +2,313,660 +7%
Bank of America
5
Bank of America
North Carolina
$1.64B +$50.9M +835,414 +3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.28B -$253M -4,149,198 -17%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.02B -$31M -508,739 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$888M -$5.5M -90,280 -0.6%
Franklin Resources
9
Franklin Resources
California
$881M +$9.3M +152,761 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$868M -$21M -345,606 -2%
Invesco
11
Invesco
Georgia
$830M +$26.8M +440,610 +4%
Macquarie Group
12
Macquarie Group
Australia
$727M -$38.1M -625,895 -5%
Northern Trust
13
Northern Trust
Illinois
$639M +$31.1M +510,677 +5%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$607M +$2.5M +40,995 +0.4%
Morgan Stanley
15
Morgan Stanley
New York
$541M +$11.6M +190,519 +2%
Capital International Investors
16
Capital International Investors
California
$531M +$17.6M +289,718 +4%
EIP
17
Epoch Investment Partners
New York
$520M +$89M +1,461,761 +22%
Federated Hermes
18
Federated Hermes
Pennsylvania
$493M +$6.93M +113,843 +2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$484M +$10.9M +178,354 +2%
Norges Bank
20
Norges Bank
Norway
$444M +$3.02M +49,660 +0.7%
American Century Companies
21
American Century Companies
Missouri
$439M -$37.3M -612,695 -8%
Ameriprise
22
Ameriprise
Minnesota
$422M +$10.7M +175,502 +3%
AAA
23
Adams Asset Advisors
Texas
$404M -$3.95M -64,901 -1%
DSA
24
Davis Selected Advisers
Arizona
$400M -$15.7M -258,405 -4%
CS
25
Credit Suisse
Switzerland
$316M -$3M -49,238 -1%

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.