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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
AI
451
Atria Investments
North Carolina
$3.2M -$67.5K -835 -2%
PAG
452
Private Advisor Group
New Jersey
$3.18M +$636K +7,875 +26%
NEI
453
Northwest & Ethical Investments
Ontario, Canada
$3.13M +$221K +2,732 +8%
OAM
454
Oppenheimer Asset Management
New York
$3.1M -$1.08M -13,377 -26%
SCM
455
Stevens Capital Management
Pennsylvania
$3.08M -$16.2M -200,540 -84%
NIMI
456
Natixis Investment Managers International
France
$3.06M +$2.06M +25,532 +217%
TPCM
457
Three Peaks Capital Management
Colorado
$3.04M +$2.99M +37,012 New
HCMT
458
Highland Capital Management (Tennessee)
Tennessee
$3.02M +$8.16K +101 +0.3%
AIL
459
AGF Investments LLC
Ontario, Canada
$3.02M +$854K +10,572 +40%
SPIA
460
Steward Partners Investment Advisory
New York
$3.01M +$87.8K +1,086 +3%
RCM
461
Riverhead Capital Management
Delaware
$3M +$5.17K +64 +0.2%
TF
462
Tompkins Financial
New York
$2.97M +$38.2K +473 +1%
Rafferty Asset Management
463
Rafferty Asset Management
New York
$2.97M -$970K -12,003 -25%
HL
464
HeadInvest LLC
Maine
$2.97M +$55.6K +688 +2%
Public Sector Pension Investment Board (PSP Investments)
465
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.96M -$4.82M -59,700 -62%
PA
466
Profund Advisors
Maryland
$2.96M -$64.7K -800 -2%
AHC
467
Adell Harriman & Carpenter
Texas
$2.95M +$502K +6,214 +21%
BAM
468
Bruderman Asset Management
New York
$2.95M +$2.9M +35,902 New
BIAS
469
Beacon Investment Advisory Services
New Jersey
$2.92M +$73K +903 +3%
DAC
470
Dividend Assets Capital
South Carolina
$2.92M +$195K +2,407 +7%
PAM
471
Paradigm Asset Management
New York
$2.91M +$2.64M +32,650 +1,166%
GHCM
472
Glen Harbor Capital Management
California
$2.9M +$24.9K +308 +0.9%
SWMG
473
Signature Wealth Management Group
Georgia
$2.88M +$24.9K +308 +0.7%
COI
474
Connable Office Inc
Michigan
$2.87M -$465K -5,750 -14%
UF
475
Univest Financial
Pennsylvania
$2.85M -$108K -1,339 -4%

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.