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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
AB
326
Amalgamated Bank
New York
$7.41M -$190K -2,355 -3%
Commonwealth Equity Services
327
Commonwealth Equity Services
Massachusetts
$7.37M -$17K -210 -0.2%
WBC
328
Westpac Banking Corp
Australia
$7.36M
AIM
329
Achmea Investment Management
Netherlands
$7.29M +$1.56M +19,253 +28%
MAM
330
Meeder Asset Management
Ohio
$7.28M +$1.97M +24,351 +38%
COPPSERS
331
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.25M -$1.53M -18,946 -18%
QI
332
QS Investors
New York
$7.17M +$582K +7,200 +9%
M
333
MOTCO
Texas
$7.12M +$45.4K +562 +0.7%
Ninety One (UK)
334
Ninety One (UK)
United Kingdom
$7.1M -$892K -11,040 -11%
GAM
335
Gotham Asset Management
New York
$7M -$981K -12,144 -12%
WIM
336
Waverton Investment Management
United Kingdom
$6.99M -$198K -2,450 -3%
OPERF
337
Oregon Public Employees Retirement Fund
Oregon
$6.9M +$12.1K +150 +0.2%
MHC
338
Meyer Handelman Company
New York
$6.83M +$186K +2,300 +3%
IG
339
ING Group
Netherlands
$6.8M +$3.29M +40,722 +97%
Kayne Anderson Rudnick Investment Management
340
Kayne Anderson Rudnick Investment Management
California
$6.78M -$283K -3,506 -4%
ANTB
341
AMG National Trust Bank
Colorado
$6.77M +$35.2K +436 +0.5%
Janney Montgomery Scott
342
Janney Montgomery Scott
Pennsylvania
$6.71M +$49.5K +612 +0.8%
HNB
343
Huntington National Bank
Ohio
$6.69M -$420K -5,202 -6%
BA
344
Bridgewater Associates
Connecticut
$6.68M -$1.92M -23,764 -23%
CA
345
Commerzbank Aktiengesellschaft
Germany
$6.68M +$417K +5,161 +7%
AAF
346
Andra AP-fonden
Sweden
$6.65M +$1.46M +18,100 +29%
TAF
347
Tredje AP-fonden
Sweden
$6.58M -$7.08M -87,561 -52%
RBA
348
Richard Bernstein Advisors
New York
$6.57M
AG
349
Advisor Group
Arizona
$6.53M +$553K +6,837 +9%
B
350
Barings
North Carolina
$6.45M +$899K +11,118 +17%

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.