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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
GC
376
Grimes & Company
Massachusetts
$5.21M +$336K +4,161 +7%
PSUF
377
People's United Financial
Connecticut
$5.2M +$1.12M +13,865 +28%
SCM
378
Salem Capital Management
Massachusetts
$5.19M -$64.7K -800 -1%
HighTower Advisors
379
HighTower Advisors
Illinois
$5.08M -$3.48K -43 -0.1%
CIS
380
Capital International Sarl
California
$5.04M +$457K +5,650 +10%
ACM
381
Aviance Capital Management
Florida
$5.04M +$4.96M +61,312 New
ECM
382
ETrade Capital Management
Virginia
$5M -$978K -12,106 -17%
VV
383
Verity & Verity
South Carolina
$4.89M -$86.1K -1,065 -2%
SWM
384
Stockman Wealth Management
Montana
$4.81M -$50.9K -630 -1%
NLGIA
385
Nippon Life Global Investors Americas
New York
$4.79M +$630K +7,800 +15%
OCM
386
Oakwood Capital Management
California
$4.79M +$120K +1,485 +3%
AIC
387
Argus Investors Counsel
New York
$4.67M -$273K -3,376 -6%
MIS
388
Morningstar Investment Services
Illinois
$4.65M +$80.2K +992 +2%
NWM
389
Northwest Wealth Management
Iowa
$4.63M
CA
390
CastleArk Alternatives
Illinois
$4.61M -$5.02M -62,150 -53%
ClearBridge Investments
391
ClearBridge Investments
New York
$4.54M +$111K +1,372 +3%
CC
392
ClearArc Capital
Ohio
$4.52M +$32.9K +407 +0.7%
MCIM
393
Meadow Creek Investment Management
Georgia
$4.49M +$38.5K +476 +0.9%
MCM
394
Maple Capital Management
Vermont
$4.49M -$910K -11,257 -17%
OSNBOA
395
Old Second National Bank of Aurora
Illinois
$4.42M +$4.36K +54 +0.1%
MML Investors Services
396
MML Investors Services
Massachusetts
$4.41M +$1.28M +15,814 +42%
ABC
397
Associated Banc-Corp
Wisconsin
$4.38M +$177K +2,192 +4%
PCM
398
Palouse Capital Management
Washington
$4.36M -$26.6K -329 -0.6%
Tudor Investment Corp
399
Tudor Investment Corp
Connecticut
$4.36M +$3.02M +37,338 +237%
SMDAM
400
Sumitomo Mitsui DS Asset Management
Japan
$4.36M -$32.1K -397 -0.7%

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.