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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
HC
326
Henshaw Capital
Massachusetts
$2.68M -$2.33M -58,250 -47%
GC
327
Grimes & Company
Massachusetts
$2.64M -$283K -7,068 -10%
OSIA
328
O'Shares Investment Advisers
Massachusetts
$2.64M +$117K +2,928 +5%
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$2.64M +$410K +10,235 +19%
KIG
330
Kessler Investment Group
Indiana
$2.62M +$2.54M +63,480 New
CGH
331
Crossmark Global Holdings
Texas
$2.6M -$139K -3,467 -5%
IG
332
ING Group
Netherlands
$2.54M +$218K +5,451 +10%
MFP
333
Michael F. Price
$2.51M -$761K -18,990 -24%
PTC
334
Philadelphia Trust Company
Pennsylvania
$2.51M +$783K +19,539 +47%
YCM
335
Yakira Capital Management
Connecticut
$2.47M
AQR Capital Management
336
AQR Capital Management
Connecticut
$2.46M -$12.9M -321,740 -84%
HNB
337
Huntington National Bank
Ohio
$2.44M +$237K +5,906 +11%
UF
338
Univest Financial
Pennsylvania
$2.39M -$323K -8,051 -19%
EWM
339
Endurance Wealth Management
Rhode Island
$2.35M -$2.62M -65,286 -53%
WAM
340
Wolverine Asset Management
Illinois
$2.32M +$1.85M +46,200 +462%
CC
341
Cognios Capital
Kansas
$2.3M +$2.02M +50,395 +917%
Mercer Global Advisors
342
Mercer Global Advisors
Colorado
$2.29M -$117K -2,912 -5%
OAM
343
Optimal Asset Management
California
$2.28M +$2.22M +55,306 New
SMDAM
344
Sumitomo Mitsui DS Asset Management
Japan
$2.28M -$9.78K -244 -0.4%
ECM
345
Everence Capital Management
Indiana
$2.27M -$696K -17,367 -24%
BL
346
BCWM LLC
Kansas
$2.26M -$58.5K -1,461 -3%
ACA
347
Anchor Capital Advisors
Massachusetts
$2.23M -$9.07M -226,389 -81%
FNBOO
348
First National Bank of Omaha
Nebraska
$2.22M -$290K -7,239 -12%
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$2.2M -$48.3M -1,204,574 -96%
SS
350
Simplicity Solutions
Minnesota
$2.2M -$315K -7,867 -13%

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.