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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
Commonwealth Equity Services
276
Commonwealth Equity Services
Massachusetts
$5.52M +$710K +12,624 +13%
HIMCH
277
Hartford Investment Management Co (HIMCO)
Connecticut
$5.52M +$30.7K +545 +0.5%
1IA
278
1834 Investment Advisors
Wisconsin
$5.5M +$2.52M +44,867 +69%
Voloridge Investment Management
279
Voloridge Investment Management
Florida
$5.43M +$6.08M +108,089 New
LW
280
Linscomb Wealth
Texas
$5.43M -$22.3K -396 -0.4%
Capstone Investment Advisors
281
Capstone Investment Advisors
New York
$5.42M +$4.49M +79,745 +284%
MSA
282
Mason Street Advisors
Wisconsin
$5.36M -$14.2K -252 -0.2%
ERSOT
283
Employees Retirement System of Texas
Texas
$5.33M -$113K -2,000 -2%
JWM
284
Jupiter Wealth Management
Colorado
$5.32M +$5.85M +103,939 New
PIA
285
Piedmont Investment Advisors
North Carolina
$5.3M +$5.24M +93,147 +761%
CG
286
Colony Group
Massachusetts
$5.24M +$5.6M +99,546 +2,108%
CA
287
Commerzbank Aktiengesellschaft
Germany
$5.21M +$2.74M +48,754 +89%
AAM
288
Advisors Asset Management
Colorado
$5.19M -$2.18M -38,755 -27%
SI
289
Stephens Inc
Arkansas
$5.17M -$271K -4,819 -4%
AIA
290
Avalon Investment & Advisory
Texas
$5.17M -$154K -2,732 -3%
SMDAM
291
Sumitomo Mitsui DS Asset Management
Japan
$5.14M +$1.85M +32,874 +47%
AB
292
Amalgamated Bank
New York
$5.13M +$656K +11,649 +13%
EP
293
Edgestream Partners
New Jersey
$5.12M +$3.77M +67,069 +193%
Natixis Advisors
294
Natixis Advisors
Massachusetts
$5.06M -$7.81M -138,770 -58%
WSFS
295
Wilmington Savings Fund Society
Delaware
$5.06M -$5.18M -92,072 -48%
MOACM
296
Mutual of America Capital Management
New York
$5.03M -$16.2K -287 -0.3%
VanEck Associates
297
VanEck Associates
New York
$4.89M -$97.8K -1,738 -2%
Janney Montgomery Scott
298
Janney Montgomery Scott
Pennsylvania
$4.76M +$222K +3,943 +4%
HEIP
299
Hudson Edge Investment Partners
New Jersey
$4.73M +$411K +7,295 +8%
QI
300
QS Investors
New York
$4.69M -$146K -2,600 -3%

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.