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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
TAM
426
Tocqueville Asset Management
New York
$1.25M +$647K +16,155 +114%
UB
427
UMB Bank
Missouri
$1.24M -$605K -15,111 -33%
PAM
428
Paradigm Asset Management
New York
$1.24M +$46.1K +1,150 +4%
PI
429
PEAK6 Investments
Illinois
$1.23M +$1.2M +29,849 New
SLI
430
Sumitomo Life Insurance
Japan
$1.23M +$76.2K +1,901 +7%
FFA
431
First Foundation Advisors
California
$1.23M -$7.42M -185,245 -86%
BOH
432
Bank of Hawaii
Hawaii
$1.22M -$303K -7,567 -20%
EW
433
Evoke Wealth
California
$1.22M -$2.02M -50,485 -63%
TF
434
TIAA FSB
Florida
$1.22M -$213K -5,305 -15%
AI
435
Atria Investments
North Carolina
$1.21M +$572K +14,289 +95%
MF
436
MHI Funds
New York
$1.2M -$421K -10,513 -27%
KLCM
437
KG&L Capital Management
Louisiana
$1.19M +$543K +13,562 +89%
CCP
438
Corient Capital Partners
California
$1.18M -$502K -12,531 -30%
SS
439
Sunbelt Securities
Texas
$1.18M +$233K +5,820 +26%
MIM
440
Montgomery Investment Management
Maryland
$1.17M -$110K -2,744 -9%
NNP
441
Nachman Norwood & Parrott
South Carolina
$1.15M +$31.5K +786 +3%
MERSOM
442
Municipal Employees' Retirement System of Michigan
Michigan
$1.15M +$5.61K +140 +0.5%
FB
443
Fulton Bank
Pennsylvania
$1.14M -$34.2K -854 -3%
CI
444
Clal Insurance
Israel
$1.13M -$22.1M -552,451 -92%
CBU
445
CIBC Bank USA
Illinois
$1.13M -$44.6K -1,114 -4%
WPA
446
Winning Points Advisors
Florida
$1.13M +$781K +19,500 +244%
MYAM
447
Meiji Yasuda Asset Management
Japan
$1.13M -$459K -11,455 -29%
GIM
448
Guild Investment Management
California
$1.13M +$1.1M +27,400 New
EF
449
Empirical Finance
Pennsylvania
$1.11M -$201K -5,017 -16%
MC
450
Moors & Cabot
Massachusetts
$1.11M +$262K +6,530 +32%

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.