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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
BHA
401
Beech Hill Advisors
New York
$2.51M +$2.81M +49,850 New
MCM
402
MAI Capital Management
Ohio
$2.5M -$2.3M -40,804 -45%
SCS
403
Syquant Capital SAS
France
$2.49M +$2.79M +49,500 New
FWIA
404
Fort Washington Investment Advisors
Ohio
$2.48M -$1.13M -20,048 -29%
CC
405
Cipher Capital
New York
$2.41M -$5.72M -101,588 -68%
LCM
406
Logan Capital Management
Pennsylvania
$2.4M +$222K +3,952 +9%
CII
407
Capital International Inc
California
$2.36M +$831K +14,772 +46%
PAG
408
Private Advisor Group
New Jersey
$2.28M +$308K +5,477 +14%
GWMIA
409
Global Wealth Management Investment Advisory
Florida
$2.26M +$882K +15,677 +53%
SMH
410
Sanders Morris Harris
Texas
$2.26M +$2.55M +45,332 New
YIA
411
YHB Investment Advisors
Connecticut
$2.21M -$133K -2,359 -5%
AC
412
Alexandria Capital
Virginia
$2.2M +$173K +3,071 +8%
EF
413
Empowered Funds
Pennsylvania
$2.19M +$2.46M +43,654 New
SLAM
414
Swiss Life Asset Management
$2.16M -$342K -6,072 -12%
RMC
415
Regis Management Company
California
$2.16M -$2.41M -42,904 -50%
Thrivent Financial for Lutherans
416
Thrivent Financial for Lutherans
Minnesota
$2.14M +$2.03K +36 +0.1%
OSIA
417
O'Shares Investment Advisers
Massachusetts
$2.11M +$138K +2,448 +6%
HighTower Advisors
418
HighTower Advisors
Illinois
$2.1M -$744K -13,216 -24%
DC
419
Davenport & Co
Virginia
$2.08M -$43.9M -780,001 -95%
ECM
420
Evergreen Capital Management
Washington
$2.08M +$2.13M +37,918 +1,094%
FFA
421
Fragasso Financial Advisors
Pennsylvania
$2.02M -$1.41K -25 -0.1%
BOH
422
Bank of Hawaii
Hawaii
$2M -$450K -8,001 -17%
UF
423
Univest Financial
Pennsylvania
$2M +$77.1K +1,370 +4%
ER
424
Enlightenment Research
Florida
$1.99M +$1.75M +31,102 +556%
GI
425
GAMCO Investors
Connecticut
$1.99M +$890K +15,817 +67%

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.