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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
DnB Asset Management
301
DnB Asset Management
Norway
$9.08M +$367K +4,536 +4%
LW
302
Linscomb Wealth
Texas
$8.97M +$2.34K +29 +0%
MSA
303
Mason Street Advisors
Wisconsin
$8.83M +$5.09K +63 +0.1%
Fidelity International
304
Fidelity International
Bermuda
$8.72M -$3.12M -38,619 -27%
MA
305
MUFG Americas
New York
$8.67M +$166K +2,055 +2%
FNBOO
306
First National Bank of Omaha
Nebraska
$8.65M -$90K -1,113 -1%
Mitsubishi UFJ Asset Management
307
Mitsubishi UFJ Asset Management
Japan
$8.46M -$150K -1,853 -2%
MME
308
Meag Munich Ergo
Germany
$8.37M +$3.06M +37,897 +58%
WorldQuant Millennium Advisors
309
WorldQuant Millennium Advisors
New York
$8.33M +$8.19M +101,368 New
RI
310
Redwood Investments
Massachusetts
$8.3M +$1.62M +20,096 +25%
Thrivent Financial for Lutherans
311
Thrivent Financial for Lutherans
Minnesota
$8.27M -$858K -10,611 -10%
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$8.25M +$95.1K +1,177 +1%
FWIA
313
Fort Washington Investment Advisors
Ohio
$8.14M
BCP
314
Blue Chip Partners
Michigan
$8.12M +$569K +7,045 +8%
MOACM
315
Mutual of America Capital Management
New York
$8.12M +$5.98K +74 +0.1%
KCP
316
KDI Capital Partners
North Carolina
$8.04M +$1.4M +17,309 +22%
Westfield Capital Management
317
Westfield Capital Management
Massachusetts
$7.94M -$127K -1,570 -2%
B
318
BP
United Kingdom
$7.89M
SI
319
Stephens Inc
Arkansas
$7.85M -$291K -3,606 -4%
CRM
320
Cramer Rosenthal McGlynn
Connecticut
$7.62M -$1.17M -14,469 -13%
BC
321
Brinker Capital
Pennsylvania
$7.61M +$2.36M +29,258 +46%
NAM
322
Nissay Asset Management
Japan
$7.58M +$135K +1,668 +2%
CB
323
Commerce Bank
Missouri
$7.57M +$318K +3,929 +4%
MCM
324
MAI Capital Management
Ohio
$7.49M +$32.8K +406 +0.4%
STB
325
S&T Bank
Pennsylvania
$7.48M +$128K +1,579 +2%

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.