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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
TWM
451
Torch Wealth Management
Ohio
$1.1M -$80.1K -2,000 -7%
AIM
452
Aigen Investment Management
New York
$1.09M +$1.06M +26,464 New
BBWA
453
Bell & Brown Wealth Advisors
California
$1.09M +$925K +23,100 New
HTC
454
Haverford Trust Company
Pennsylvania
$1.08M +$357K +8,909 +52%
1IA
455
1834 Investment Advisors
Wisconsin
$1.07M -$95.2K -2,376 -8%
HIMC
456
Heritage Investors Management Corp
Maryland
$1.07M -$440K -10,990 -30%
BBA
457
BLB&B Advisors
Pennsylvania
$1.05M -$362K -9,048 -26%
IPW
458
Inlet Private Wealth
Florida
$1.04M +$825K +20,600 +432%
BPC
459
Banque Pictet & Cie
Switzerland
$1.03M -$169K -4,216 -14%
BCI
460
Brinker Capital Investments
Pennsylvania
$1.02M -$143K -3,578 -13%
LIA
461
LS Investment Advisors
Michigan
$1.02M +$99.4K +2,482 +11%
SIA
462
Sit Investment Associates
Minnesota
$1.01M -$19K -475 -2%
FBT
463
First Bank & Trust
South Dakota
$1.01M -$33.3K -831 -3%
SCP
464
Stamos Capital Partners
California
$1.01M +$978K +24,420 New
ACM
465
AlphaCrest Capital Management
New York
$1M -$546K -13,642 -36%
MA
466
MUFG Americas
New York
$994K -$1.16M -28,990 -55%
SCM
467
Southport Capital Management
Tennessee
$991K -$215K -5,371 -18%
HL
468
HeadInvest LLC
Maine
$981K -$268K -6,686 -22%
CMO
469
Covenant Multifamily Offices
Texas
$978K -$168K -4,204 -16%
BS
470
Boenning & Scattergood
Pennsylvania
$977K -$749K -18,707 -44%
MHS
471
M Holdings Securities
Oregon
$977K +$181K +4,523 +24%
WB
472
WesBanco Bank
West Virginia
$970K +$67.7K +1,691 +8%
BO
473
BRR OpCo
Ohio
$970K +$293K +7,308 +45%
DCM
474
Dupont Capital Management
Delaware
$968K +$941K +23,486 New
Man Group
475
Man Group
United Kingdom
$949K -$7.82M -195,162 -89%

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.