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Occidental Petroleum

1,151 hedge funds and large institutions have $51.2B invested in Occidental Petroleum in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 449 increasing their positions, 441 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $802M | Put options by funds: $383M

2% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 441

0.1% more ownership

Funds ownership: 81.47%81.57% (+0.1%)

0% less capital invested

Capital invested by funds: $51.5B → $51.2B (-$229M)

3% less funds holding

Funds holding: 1,1861,151 (-35)

25% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 106

31% less funds holding in top 10

Funds holding in top 10: 3222 (-10)

Holders
1,151
Holders Change
-35
Holders Change %
-2.95%
% of All Funds
26.31%
Holding in Top 10
22
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-31.25%
% of All Funds
0.5%
New
79
Increased
449
Reduced
441
Closed
106
Calls
$802M
Puts
$383M
Net Calls
+$419M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Change in
Stake
DP
226
Dearborn Partners
Illinois
$15.9M +$225K +2,784 +1%
BAPIM
227
British Airways Pensions Investment Management
United Kingdom
$15.7M +$4.27M +52,783 +38%
TCA
228
Tortoise Capital Advisors
Kansas
$15.6M +$12M +148,557 +356%
UB
229
UMB Bank
Missouri
$15.2M +$756K +9,353 +5%
WSFS
230
Wilmington Savings Fund Society
Delaware
$15.1M +$223K +2,756 +2%
TAM
231
Todd Asset Management
Kentucky
$15.1M +$14.8M +183,351 New
FFA
232
First Foundation Advisors
California
$14.7M +$291K +3,602 +2%
PAM
233
Panagora Asset Management
Massachusetts
$14.6M +$137K +1,689 +1%
1832 Asset Management
234
1832 Asset Management
Ontario, Canada
$14.6M +$2.65M +32,747 +22%
DF
235
Donoghue Forlines
Massachusetts
$14.5M -$1.25M -15,414 -8%
HJGA
236
Hardman Johnston Global Advisors
Connecticut
$14.4M -$310K -3,830 -2%
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$14.3M -$5.66K -70 -0%
ERSOT
238
Employees Retirement System of Texas
Texas
$14.3M -$2.51M -31,000 -15%
IC
239
InterOcean Capital
Illinois
$14.3M +$3.42M +42,263 +32%
APG Asset Management
240
APG Asset Management
Netherlands
$14.2M
TPSF
241
Texas Permanent School Fund
Texas
$14.1M -$1.23M -15,195 -8%
VRS
242
Virginia Retirement Systems
Virginia
$13.8M +$5.92M +73,300 +78%
DADC
243
D.A. Davidson & Co
Montana
$13.7M +$106K +1,316 +0.8%
GGI
244
Godsey & Gibb Inc
Virginia
$13.5M +$1.55M +19,207 +13%
First Manhattan
245
First Manhattan
New York
$13.4M -$31.8K -393 -0.2%
ADEF
246
Adams Diversified Equity Fund
Maryland
$13.2M +$3.9M +48,300 +43%
DDPIC
247
Deroy & Devereaux Private Investment Counsel
Michigan
$13M +$2.82M +34,903 +28%
GAMA
248
Graticule Asia Macro Advisors
New York
$13M +$4.26M +52,740 +50%
Comerica Bank
249
Comerica Bank
Texas
$13M -$2.78M -34,451 -16%
KBC Group
250
KBC Group
Belgium
$12.8M +$7.21M +89,191 +133%

OXY Hedge Fund Activity: Q3 2018 in Review

1,151 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q3 2018, worth a combined $51.2B — down 0.44% from $51.5B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of OXY and 79 opened new positions — a net loss of 27 holders — while 441 trimmed existing stakes and 449 added.

The largest buyer was Dodge & Cox, adding an estimated $296M. The largest seller was Davis Selected Advisers, exiting entirely with an estimated $274M sold.

  • 1,151 institutional investors held Occidental Petroleum (OXY) as of Q3 2018, down from 1,186 in Q2 2018.
  • Funds reported $51.2B of Occidental Petroleum stock for Q3 2018, down 0.44% quarter-over-quarter.
  • 79 funds opened new Occidental Petroleum positions in Q3 2018 and 106 closed out, a net change of -27 holders.
  • The largest Occidental Petroleum buyer in Q3 2018 was Dodge & Cox, an estimated $296M added.
  • The largest Occidental Petroleum seller in Q3 2018 was Davis Selected Advisers, an estimated $274M sold.

Based on aggregated 13F filings for Q3 2018.