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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
HEIP
276
Hudson Edge Investment Partners
New Jersey
$10.5M +$2.22M +27,454 +27%
HCM
277
Howard Capital Management
Georgia
$10.4M +$5.82K +72 +0.1%
Nomura Asset Management
278
Nomura Asset Management
Japan
$10.3M +$219K +2,712 +2%
DIA
279
Dana Investment Advisors
Wisconsin
$10.3M +$1.71M +21,159 +20%
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
$10.2M -$1.46M -18,127 -13%
HC
281
Henshaw Capital
Massachusetts
$10.1M
Canada Pension Plan Investment Board
282
Canada Pension Plan Investment Board
Ontario, Canada
$10.1M -$2.17M -26,800 -18%
MSV
283
MN Services Vermogensbeheer
Netherlands
$10.1M +$178K +2,200 +2%
EWM
284
Endurance Wealth Management
Rhode Island
$10M -$135K -1,675 -1%
PL
285
PWMCO LLC
Illinois
$10M +$4.98M +61,608 +104%
TAM
286
Taurus Asset Management
New York
$9.87M -$34.3K -425 -0.4%
FAF
287
Fjarde Ap-fonden
Sweden
$9.84M -$670K -8,290 -6%
KeyBank National Association
288
KeyBank National Association
Ohio
$9.74M +$1.21M +14,918 +14%
CBOA
289
Commonwealth Bank of Australia
Australia
$9.71M +$1.27M +15,700 +15%
ProShare Advisors
290
ProShare Advisors
Maryland
$9.68M -$1.94M -23,954 -17%
CIP
291
Chartwell Investment Partners
Pennsylvania
$9.65M -$265K -3,285 -3%
Assenagon Asset Management
292
Assenagon Asset Management
Luxembourg
$9.56M +$6.12M +75,679 +186%
DMIC
293
Dixon Mitchell Investment Counsel
British Columbia, Canada
$9.55M -$1.54K -19 -0%
HI
294
HBK Investments
Texas
$9.49M -$242K -3,000 -3%
NAMA
295
Nikko Asset Management Americas
New York
$9.39M -$1.68M -20,728 -15%
FBP
296
Flippin Bruce & Porter
Virginia
$9.23M +$341K +4,224 +4%
Calamos Advisors
297
Calamos Advisors
Illinois
$9.23M +$550K +6,806 +6%
BF
298
BOK Financial
Oklahoma
$9.21M +$1.54M +19,006 +20%
MLICM
299
Metropolitan Life Insurance Company (MetLife)
New York
$9.17M -$349K -4,320 -4%
SCA
300
Stillwater Capital Advisors
Pennsylvania
$9.13M +$471K +5,833 +6%

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.