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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
SOAMC
376
Spirit of America Management Corp
New York
$1.77M -$278K -6,930 -14%
LSERS
377
Louisiana State Employees Retirement System
Louisiana
$1.75M -$24K -600 -1%
RMC
378
Regis Management Company
California
$1.74M -$19.8K -494 -1%
EDRH
379
Edmond de Rothschild Holding
Switzerland
$1.7M +$165K +4,123 +11%
RFC
380
Regions Financial Corp
Alabama
$1.68M -$37K -924 -2%
Thrivent Financial for Lutherans
381
Thrivent Financial for Lutherans
Minnesota
$1.68M +$8.09K +202 +0.5%
BWM
382
Buckley Wealth Management
Nevada
$1.66M +$504K +12,569 +45%
ONB
383
Old National Bancorp
Indiana
$1.65M -$153K -3,817 -9%
SCP
384
Shorepoint Capital Partners
Massachusetts
$1.65M +$160K +3,995 +11%
BA
385
Bennicas & Associates
California
$1.62M +$1.57M +39,257 New
PA
386
Pinnacle Associates
New York
$1.61M -$528K -13,176 -25%
GIP
387
Greatmark Investment Partners
Georgia
$1.61M +$1.56M +38,984 New
Cohen & Steers
388
Cohen & Steers
New York
$1.6M -$1.57M -39,174 -50%
SAM
389
Secure Asset Management
Michigan
$1.59M +$1.55M +38,666 New
Daiwa Securities Group
390
Daiwa Securities Group
Japan
$1.59M
Wealthfront Advisers
391
Wealthfront Advisers
California
$1.55M +$61.3K +1,529 +4%
PAM
392
Private Asset Management
California
$1.54M +$154K +3,850 +11%
SCM
393
Snow Capital Management
Pennsylvania
$1.52M +$173K +4,315 +13%
PA
394
Profund Advisors
Maryland
$1.51M +$37.5K +936 +3%
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$1.51M +$707K +17,643 +93%
AAF
396
Andra AP-fonden
Sweden
$1.5M -$3.23M -80,600 -69%
CICI
397
Capital Investment Counsel Inc
North Carolina
$1.49M -$236K -5,885 -14%
CT
398
Coastline Trust
Rhode Island
$1.49M -$56.5K -1,410 -4%
FAAS
399
First Allied Advisory Services
California
$1.48M +$308K +7,684 +27%
MCC
400
Malaga Cove Capital
California
$1.48M +$521K +13,014 +57%

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.