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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$451M -$45.7M -565,379 -9%
Allianz Asset Management
27
Allianz Asset Management
Germany
$444M +$74.3M +919,096 +20%
TCIM
28
TIAA CREF Investment Management
New York
$400M -$20M -247,083 -5%
AllianceBernstein
29
AllianceBernstein
Tennessee
$339M +$72.2M +892,948 +28%
Goldman Sachs
30
Goldman Sachs
New York
$333M -$2.63M -32,521 -0.8%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$325M -$23.6M -292,100 -7%
Capital Research Global Investors
32
Capital Research Global Investors
California
$319M +$70.8M +876,663 +29%
Legal & General Group
33
Legal & General Group
United Kingdom
$292M +$7.73M +95,654 +3%
LCS
34
Levin Capital Strategies
New York
$277M +$28.8M +356,312 +12%
Wells Fargo
35
Wells Fargo
California
$272M -$14.2M -175,316 -5%
Charles Schwab
36
Charles Schwab
California
$263M +$3.7M +45,773 +1%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$247M -$13.2M -163,513 -5%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$244M +$32.5M +402,487 +16%
CSIA
39
Charles Schwab Investment Advisory
California
$239M +$2.43M +30,027 +1%
AL
40
AJO LP
Pennsylvania
$237M +$161M +1,989,806 +224%
RJA
41
Raymond James & Associates
Florida
$231M +$78.3K +969 +0%
CS
42
Credit Suisse
Switzerland
$224M +$27M +334,637 +14%
Swiss National Bank
43
Swiss National Bank
Switzerland
$218M -$7.31M -90,400 -3%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$215M +$28.5M +353,137 +16%
Deutsche Bank
45
Deutsche Bank
Germany
$209M -$186M -2,305,057 -48%
UBS AM
46
UBS AM
Illinois
$206M -$8.1M -100,202 -4%
PPA
47
Parametric Portfolio Associates
Washington
$205M +$2.7M +33,392 +1%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$204M +$5.84M +72,215 +3%
TA
49
Teachers Advisors
New York
$197M +$6.75M +83,529 +4%
Principal Financial Group
50
Principal Financial Group
Iowa
$192M +$1.25M +15,499 +0.7%

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.