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Occidental Petroleum

1,054 hedge funds and large institutions have $32.5B invested in Occidental Petroleum in 2019 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 403 increasing their positions, 425 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

16% more call options, than puts

Call options by funds: $894M | Put options by funds: $773M

3.79% more ownership

Funds ownership: 82.65%86.44% (+3.8%)

5% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 425

7% less funds holding

Funds holding: 1,1321,054 (-78)

21% less capital invested

Capital invested by funds: $41B → $32.5B (-$8.52B)

37% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 172

Holders
1,054
Holders Change
-78
Holders Change %
-6.89%
% of All Funds
22.89%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
109
Increased
403
Reduced
425
Closed
172
Calls
$894M
Puts
$773M
Net Calls
+$122M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
Gradient Investments
Minnesota
$8.46M +$3.33M +59,086 +54%
Fayez Sarofim & Co
227
Fayez Sarofim & Co
Texas
$8.41M -$400K -7,103 -4%
DIA
228
Dana Investment Advisors
Wisconsin
$8.4M +$2.19M +38,913 +30%
SG Americas Securities
229
SG Americas Securities
New York
$8.37M +$6.96M +123,675 +290%
HJGA
230
Hardman Johnston Global Advisors
Connecticut
$8.32M
SPIA
231
Steward Partners Investment Advisory
New York
$8.12M +$6.82M +121,126 +300%
OC
232
Oppenheimer & Co
New York
$7.98M +$4.3M +76,434 +93%
SFM
233
Stack Financial Management
Montana
$7.95M +$108K +1,925 +1%
MC
234
Martin Currie
United Kingdom
$7.85M +$281 +5 +0%
PWLP
235
Prio Wealth Limited Partnership
Massachusetts
$7.77M -$3.08M -54,817 -26%
BGIM
236
Brandywine Global Investment Management
Pennsylvania
$7.62M -$30.1M -534,969 -78%
NIM
237
NXG Investment Management
Texas
$7.61M +$6.78M +120,419 +388%
ELC
238
Edgar Lomax Company
Virginia
$7.58M -$129K -2,300 -2%
MSL
239
Mackay Shields LLC
New York
$7.49M -$2.9M -51,620 -26%
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$7.34M -$1.2M -21,312 -13%
DILIC
241
Dai-ichi Life Insurance Company
Japan
$7.31M +$575K +10,219 +8%
RJT
242
Raymond James Trust
Florida
$7.28M +$68.3K +1,213 +0.8%
TPSF
243
Texas Permanent School Fund
Texas
$7.19M -$158K -2,805 -2%
ZIG
244
Zurich Insurance Group
Switzerland
$7.18M +$315K +5,604 +4%
URS
245
Utah Retirement Systems
Utah
$7.13M -$44K -781 -0.5%
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$6.98M +$4.28M +75,980 +121%
Public Employees Retirement Association of Colorado
247
Public Employees Retirement Association of Colorado
Colorado
$6.91M -$211K -3,742 -3%
FAF
248
Fjarde Ap-fonden
Sweden
$6.85M -$394K -7,000 -5%
Calamos Advisors
249
Calamos Advisors
Illinois
$6.75M +$374K +6,639 +5%
CS
250
Candriam SCA
Luxembourg
$6.72M -$786K -13,974 -9%

OXY Hedge Fund Activity: Q2 2019 in Review

1,054 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2019, worth a combined $32.5B — down 21% from $41B a quarter earlier.

Sellers outnumbered buyers: 172 funds closed out of OXY and 109 opened new positions — a net loss of 63 holders — while 425 trimmed existing stakes and 403 added.

The largest buyer was Icahn Carl, opening a new position worth an estimated $1.87B. The largest seller was JP Morgan Chase, cutting an estimated $1.36B.

  • 1,054 institutional investors held Occidental Petroleum (OXY) as of Q2 2019, down from 1,132 in Q1 2019.
  • Funds reported $32.5B of Occidental Petroleum stock for Q2 2019, down 21% quarter-over-quarter.
  • 109 funds opened new Occidental Petroleum positions in Q2 2019 and 172 closed out, a net change of -63 holders.
  • The largest Occidental Petroleum buyer in Q2 2019 was Icahn Carl, an estimated $1.87B added.
  • The largest Occidental Petroleum seller in Q2 2019 was JP Morgan Chase, an estimated $1.36B sold.

Based on aggregated 13F filings for Q2 2019.