Occidental Petroleum
OXY
799 hedge funds and large institutions have $8.07B invested in Occidental Petroleum in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 289 increasing their positions, 327 reducing their positions, and 320 closing their positions.
2% less call options, than puts
Call options by funds: $288M | Put options by funds: $295M
1.28% less ownership
Funds ownership: 78.74% → 77.47% (-1.3%)
12% less repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 327
24% less funds holding
Funds holding: 1,048 → 799 (-249)
64% less funds holding in top 10
Funds holding in top 10: 14 → 5 (-9)
72% less capital invested
Capital invested by funds: $29B → $8.07B (-$21B)
73% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 320
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$2.17B |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$973M |
| 3 |
State Street
Boston,
Massachusetts
|
+$164M |
| 4 |
Goldman Sachs
New York
|
+$73.5M |
| 5 |
JP Morgan Chase
New York
|
+$70.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$906M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$442M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$266M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$227M |
| 5 |
AIG
American International Group
New York
|
-$226M |
OXY Hedge Fund Activity: Q1 2020 in Review
799 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q1 2020, worth a combined $8.07B — down 72% from $29B a quarter earlier.
Sellers outnumbered buyers: 320 funds closed out of OXY and 86 opened new positions — a net loss of 234 holders — while 327 trimmed existing stakes and 289 added.
The largest buyer was Icahn Carl, adding an estimated $2.17B. The largest seller was Franklin Resources, cutting an estimated $906M.
- 799 institutional investors held Occidental Petroleum (OXY) as of Q1 2020, down from 1,048 in Q4 2019.
- Funds reported $8.07B of Occidental Petroleum stock for Q1 2020, down 72% quarter-over-quarter.
- 86 funds opened new Occidental Petroleum positions in Q1 2020 and 320 closed out, a net change of -234 holders.
- The largest Occidental Petroleum buyer in Q1 2020 was Icahn Carl, an estimated $2.17B added.
- The largest Occidental Petroleum seller in Q1 2020 was Franklin Resources, an estimated $906M sold.
Based on aggregated 13F filings for Q1 2020.