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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
Charles Schwab
26
Charles Schwab
California
$212M +$26.2M +466,208 +12%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$207M -$131M -2,336,159 -36%
Allianz Asset Management
28
Allianz Asset Management
Germany
$194M -$89M -1,580,728 -29%
Deutsche Bank
29
Deutsche Bank
Germany
$187M -$79.5M -1,413,278 -28%
N
30
Nuveen
North Carolina
$181M +$185M +3,295,338 +1,074%
Two Sigma Investments
31
Two Sigma Investments
New York
$172M +$65.6M +1,165,849 +52%
EIP
32
Easterly Investment Partners
Massachusetts
$165M +$30.4M +539,847 +20%
Wells Fargo
33
Wells Fargo
California
$154M -$4.59M -81,643 -3%
JP Morgan Chase
34
JP Morgan Chase
New York
$150M -$1.36B -24,136,243 -89%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$149M -$1.63M -28,882 -1%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$146M +$8.69M +154,497 +6%
RJA
37
Raymond James & Associates
Florida
$145M +$211K +3,749 +0.1%
Canada Life
38
Canada Life
Manitoba, Canada
$134M +$7.56M +134,399 +5%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$133M +$14.7M +260,807 +11%
Swiss National Bank
40
Swiss National Bank
Switzerland
$132M -$5.7M -101,300 -4%
UBS AM
41
UBS AM
Illinois
$132M -$53.3M -947,200 -27%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$125M -$27.5M -488,458 -16%
Luther King Capital Management (LKCM)
43
Luther King Capital Management (LKCM)
Texas
$124M +$10.7M +190,855 +8%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$114M +$125M +2,229,361 +5,916%
UBS Group
45
UBS Group
Switzerland
$111M -$17.4M -308,558 -12%
MCM
46
Mason Capital Management
New York
$111M +$124M +2,203,311 New
CS
47
Credit Suisse
Switzerland
$108M -$9.5M -168,732 -7%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$105M -$4.38M -77,851 -4%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$104M -$566M -10,055,486 -83%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$103M +$23M +408,083 +25%

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.