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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
GA
326
GFS Advisors
Texas
$3.8M +$4.26M +75,625 New
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$3.79M -$638K -11,331 -13%
B
328
BP
United Kingdom
$3.77M -$225K -4,000 -5%
ECM
329
ETrade Capital Management
Virginia
$3.75M +$428K +7,606 +11%
ANTB
330
AMG National Trust Bank
Colorado
$3.75M -$197K -3,497 -4%
Kayne Anderson Rudnick Investment Management
331
Kayne Anderson Rudnick Investment Management
California
$3.74M -$47.9K -852 -1%
MIS
332
Morningstar Investment Services
Illinois
$3.69M +$80K +1,422 +2%
EB
333
Eastern Bank
Massachusetts
$3.68M +$81.9K +1,455 +2%
KCM
334
Kempner Capital Management
Texas
$3.67M
ATIA
335
American Trust Investment Advisors
New Hampshire
$3.6M +$1.53M +27,167 +61%
CIM
336
Cambria Investment Management
California
$3.56M +$464K +8,247 +13%
TRSOTSOK
337
Teachers Retirement System of the State of Kentucky
Kentucky
$3.55M -$394K -7,000 -9%
GECH
338
Garnet Equity Capital Holdings
New York
$3.52M
BF
339
BOK Financial
Oklahoma
$3.51M -$7.07M -125,578 -64%
MA
340
MUFG Americas
New York
$3.5M -$2.42M -43,063 -38%
ED
341
Exane Derivatives
France
$3.5M +$3.91M +69,569 +148,019%
CF
342
CNA Financial
Illinois
$3.48M +$2.79M +49,658 +253%
WT
343
Washington Trust
Rhode Island
$3.46M +$44.9K +798 +1%
SIP
344
Stoneridge Investment Partners
Pennsylvania
$3.42M +$1.37M +24,329 +56%
SCM
345
Salem Capital Management
Massachusetts
$3.39M -$28.1K -500 -0.7%
RFC
346
Regions Financial Corp
Alabama
$3.38M -$2.9M -51,549 -43%
Loomis, Sayles & Company
347
Loomis, Sayles & Company
Massachusetts
$3.36M +$3.76M +66,854 New
ECM
348
Everence Capital Management
Indiana
$3.36M +$710K +12,610 +23%
GC
349
Grimes & Company
Massachusetts
$3.33M +$261K +4,631 +8%
Creative Planning
350
Creative Planning
Kansas
$3.26M +$930K +16,526 +34%

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.