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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
Wells Fargo
26
Wells Fargo
California
$225M +$63.2M +1,578,382 +41%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$190M +$42.9M +1,069,879 +30%
ClearBridge Investments
28
ClearBridge Investments
New York
$158M -$49.2M -1,229,420 -25%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$147M +$2.56M +63,958 +2%
Goldman Sachs
30
Goldman Sachs
New York
$146M +$3.53M +88,137 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
31
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$144M +$140M +3,505,522 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$142M +$42.5M +1,061,014 +44%
Allianz Asset Management
33
Allianz Asset Management
Germany
$141M -$20.2M -505,264 -13%
UBS AM
34
UBS AM
Illinois
$131M +$5.14M +128,358 +4%
UBS Group
35
UBS Group
Switzerland
$130M +$5.23M +130,582 +4%
CS
36
Credit Suisse
Switzerland
$130M -$16.9M -420,747 -12%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$126M +$70M +1,748,049 +133%
RJA
38
Raymond James & Associates
Florida
$124M +$12.6M +314,218 +12%
EIP
39
Easterly Investment Partners
Massachusetts
$124M -$10.7M -266,871 -8%
Swiss National Bank
40
Swiss National Bank
Switzerland
$121M -$8.07M -201,400 -6%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$108M +$16.9M +422,235 +19%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$103M -$2.38M -59,424 -2%
N
43
Nuveen
North Carolina
$101M -$74.6M -1,862,384 -43%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$100M -$49.1M -1,226,364 -34%
Truist Financial
45
Truist Financial
North Carolina
$99.9M +$86.6M +2,162,760 +824%
SCM
46
Smead Capital Management
Arizona
$92.7M +$3.59M +89,584 +4%
CP
47
Coho Partners
Pennsylvania
$87.8M +$13.1M +326,582 +18%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$87.3M -$1.81M -45,274 -2%
Ameriprise
49
Ameriprise
Minnesota
$81.5M -$214K -5,354 -0.3%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$81.2M -$41.7M -1,041,735 -35%

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.