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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
OC
351
Oppenheimer & Co
New York
$6.41M -$310K -3,837 -5%
Skandinaviska Enskilda Banken (SEB)
352
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.39M -$107K -1,328 -2%
SOAMC
353
Spirit of America Management Corp
New York
$6.39M
HAI
354
Hennessy Advisors Inc
California
$6.38M
SAM
355
Securian Asset Management
Minnesota
$6.35M -$2.18K -27 -0%
HCM
356
Highbridge Capital Management
New York
$6.35M -$3.37M -41,680 -35%
WT
357
Washington Trust
Rhode Island
$6.29M -$602K -7,446 -9%
LSA
358
L & S Advisors
California
$6.2M +$265K +3,273 +5%
SGAM
359
Steinberg Global Asset Management
Florida
$6.06M -$106K -1,316 -2%
JAM
360
Jupiter Asset Management
United Kingdom
$6.03M +$105K +1,301 +2%
HWM
361
Holloway Wealth Management
Florida
$6.03M
KCM
362
Kempner Capital Management
Texas
$6.01M -$3.72K -46 -0.1%
CCM
363
Cadence Capital Management
Massachusetts
$5.89M -$280K -3,469 -5%
SFI
364
Susquehanna Fundamental Investments
Pennsylvania
$5.88M -$6M -74,300 -51%
CA
365
Cullinan Associates
Kentucky
$5.77M +$27.1K +335 +0.5%
GECH
366
Garnet Equity Capital Holdings
New York
$5.75M +$5.66M +70,000 New
XK
367
Xact Kapitalforvaltning
Sweden
$5.75M -$757K -9,364 -12%
RS
368
Robeco Schweiz
Switzerland
$5.73M -$108K -1,331 -2%
Mirae Asset Global Investments
369
Mirae Asset Global Investments
South Korea
$5.71M +$2.32M +28,684 +70%
1IA
370
1834 Investment Advisors
Wisconsin
$5.66M +$5.45M +67,390 +4,538%
NMERB
371
New Mexico Educational Retirement Board
New Mexico
$5.61M -$178K -2,200 -3%
CAM
372
Congress Asset Management
Massachusetts
$5.57M +$117K +1,451 +2%
MSE
373
MUFG Securities EMEA
United Kingdom
$5.4M -$30.4M -375,727 -85%
BCM
374
Brookstone Capital Management
Illinois
$5.34M +$162K +2,010 +3%
Creative Planning
375
Creative Planning
Kansas
$5.29M +$228K +2,822 +5%

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.