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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
NEI
451
Northwest & Ethical Investments
Ontario, Canada
$1.66M +$96.6K +1,716 +5%
SCM
452
Stellar Capital Management
Arizona
$1.63M
PA
453
Pinnacle Associates
New York
$1.61M +$1.05M +18,641 +139%
CM
454
Caption Management
Oklahoma
$1.61M +$1.8M +32,000 New
SAM
455
Sandell Asset Management
New York
$1.61M +$1.8M +32,000 New
FWCM
456
Ferguson Wellman Capital Management
Oregon
$1.6M -$38.1M -676,297 -96%
PAM
457
Private Asset Management
California
$1.55M -$42.5K -755 -2%
BIAS
458
Beacon Investment Advisory Services
New Jersey
$1.55M -$232K -4,131 -12%
Daiwa Securities Group
459
Daiwa Securities Group
Japan
$1.54M -$108K -1,917 -6%
TCA
460
Tortoise Capital Advisors
Kansas
$1.53M +$1.72M +30,500 +95,313%
PA
461
Profund Advisors
Maryland
$1.53M +$37.4K +665 +2%
OCM
462
Orleans Capital Management
Louisiana
$1.51M +$47.3K +840 +3%
SCM
463
Southport Capital Management
Tennessee
$1.51M -$122K -2,163 -7%
MYLI
464
Meiji Yasuda Life Insurance
Japan
$1.5M +$271K +4,816 +19%
Parallax Volatility Advisers
465
Parallax Volatility Advisers
California
$1.48M +$1.31M +23,203 +376%
LFAS
466
Level Four Advisory Services
Texas
$1.48M +$99K +1,759 +6%
AIMCA
467
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.47M +$1.65M +29,300 New
PVH
468
Psagot Value Holdings
Israel
$1.46M
DAC
469
Dividend Assets Capital
South Carolina
$1.45M -$282K -5,006 -15%
TWM
470
Torch Wealth Management
Ohio
$1.45M -$200K -3,550 -11%
FB
471
Fulton Bank
Pennsylvania
$1.45M -$21.2K -376 -1%
PP
472
Patten & Patten
Tennessee
$1.43M +$1M +17,815 +167%
CPO
473
Cerity Partners OCIO
New York
$1.43M +$1.6M +28,455 New
NMIMC
474
Northwestern Mutual Investment Management Company
Wisconsin
$1.43M -$4.81M -85,525 -75%
MME
475
Meag Munich Ergo
Germany
$1.42M

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.