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Occidental Petroleum

1,049 hedge funds and large institutions have $29B invested in Occidental Petroleum in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 323 increasing their positions, 470 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.76% less ownership

Funds ownership: 79.51%78.74% (-0.76%)

7% less first-time investments, than exits

New positions opened: 156 | Existing positions closed: 168

3% less funds holding

Funds holding: 1,0771,049 (-28)

8% less capital invested

Capital invested by funds: $31.6B → $29B (-$2.61B)

11% less call options, than puts

Call options by funds: $866M | Put options by funds: $971M

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

31% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 470

Holders
1,049
Holders Change
-28
Holders Change %
-2.6%
% of All Funds
20.67%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.28%
New
156
Increased
323
Reduced
470
Closed
168
Calls
$866M
Puts
$971M
Net Calls
-$106M
Net Calls Change
+$197M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
276
Evergreen Capital Management
Washington
$4.03M -$298K -7,433 -7%
IIM
277
Intact Investment Management
Quebec, Canada
$3.97M +$2.81M +70,200 +268%
JGC
278
J. Goldman & Co
New York
$3.96M +$3.85M +96,085 New
ECM
279
ETrade Capital Management
Virginia
$3.94M -$78.2K -1,951 -2%
HIMCH
280
Hartford Investment Management Co (HIMCO)
Connecticut
$3.87M -$551K -13,745 -13%
II
281
IFM Investors
Australia
$3.82M -$177K -4,428 -5%
SIP
282
Stoneridge Investment Partners
Pennsylvania
$3.79M +$2.49M +62,080 +209%
APG Asset Management
283
APG Asset Management
Netherlands
$3.77M -$63.5M -1,585,243 -94%
CM
284
Capula Management
Cayman Islands
$3.75M +$2.09M +52,118 +134%
M&T Bank
285
M&T Bank
New York
$3.74M -$697K -17,391 -16%
B
286
BP
United Kingdom
$3.73M
Cambridge Investment Research Advisors
287
Cambridge Investment Research Advisors
Iowa
$3.71M -$189K -4,729 -5%
Fayez Sarofim & Co
288
Fayez Sarofim & Co
Texas
$3.7M -$2.62M -65,371 -42%
PP
289
Patten & Patten
Tennessee
$3.68M -$630K -15,723 -15%
TRSOTSOK
290
Teachers Retirement System of the State of Kentucky
Kentucky
$3.68M
SIM
291
Spark Investment Management
New York
$3.66M +$978K +24,418 +38%
SAM
292
Securian Asset Management
Minnesota
$3.66M -$182K -4,549 -5%
TPCW
293
TD Private Client Wealth
New York
$3.64M +$3.53M +88,225 New
MVM
294
McClain Value Management
Connecticut
$3.58M +$1.09M +27,307 +46%
EVM
295
Eaton Vance Management
Massachusetts
$3.55M -$3.51M -87,548 -50%
KBC Group
296
KBC Group
Belgium
$3.53M -$5.22M -130,226 -60%
OPERF
297
Oregon Public Employees Retirement Fund
Oregon
$3.52M -$199K -4,975 -6%
DMIC
298
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.48M +$48.2K +1,204 +1%
Teacher Retirement System of Texas
299
Teacher Retirement System of Texas
Texas
$3.43M +$3.34M +83,263 New
Mirae Asset Global Investments
300
Mirae Asset Global Investments
South Korea
$3.42M +$238K +5,933 +8%

OXY Hedge Fund Activity: Q4 2019 in Review

1,049 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2019, worth a combined $29B — down 8.3% from $31.6B a quarter earlier.

Sellers outnumbered buyers: 168 funds closed out of OXY and 156 opened new positions — a net loss of 12 holders — while 470 trimmed existing stakes and 323 added.

The largest buyer was Berkshire Hathaway, adding an estimated $459M. The largest seller was Two Sigma Advisers, cutting an estimated $157M.

  • 1,049 institutional investors held Occidental Petroleum (OXY) as of Q4 2019, down from 1,077 in Q3 2019.
  • Funds reported $29B of Occidental Petroleum stock for Q4 2019, down 8.3% quarter-over-quarter.
  • 156 funds opened new Occidental Petroleum positions in Q4 2019 and 168 closed out, a net change of -12 holders.
  • The largest Occidental Petroleum buyer in Q4 2019 was Berkshire Hathaway, an estimated $459M added.
  • The largest Occidental Petroleum seller in Q4 2019 was Two Sigma Advisers, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2019.