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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
SS
476
Simplicity Solutions
Minnesota
$2.84M -$24.6K -305 -0.9%
FDCDDQ
477
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.82M +$2.68M +33,132 +2,844%
William Blair & Company
478
William Blair & Company
Illinois
$2.82M +$127K +1,571 +5%
Koshinski Asset Management
479
Koshinski Asset Management
Illinois
$2.77M +$1.28M +15,810 +88%
VFM
480
Viking Fund Management
North Dakota
$2.72M -$283K -3,500 -10%
I
481
IberiaBank
Louisiana
$2.68M +$46.7K +578 +2%
KRS
482
Kentucky Retirement Systems
Kentucky
$2.68M +$4.28K +53 +0.2%
TWM
483
Torch Wealth Management
Ohio
$2.67M -$12.1K -150 -0.5%
AA
484
Altman Advisors
Illinois
$2.66M +$2.57M +31,844 +6,269%
KIA
485
KCM Investment Advisors
California
$2.65M -$811K -10,035 -24%
KOCAA
486
Knights of Columbus Asset Advisors
Connecticut
$2.65M -$44.5K -550 -2%
JWBC
487
J.W. Burns & Co
New York
$2.65M +$262K +3,238 +11%
BIA
488
BMT Investment Advisors
Pennsylvania
$2.63M +$40.4K +500 +2%
SFWA
489
Summit Financial Wealth Advisors
Louisiana
$2.63M +$25.4K +314 +0.9%
BBHC
490
Brown Brothers Harriman & Co
New York
$2.63M -$1.14M -14,063 -31%
CII
491
Capital International Inc
California
$2.6M +$1.16M +14,370 +83%
Daiwa Securities Group
492
Daiwa Securities Group
Japan
$2.59M +$248K +3,068 +11%
AWM
493
Avitas Wealth Management
California
$2.58M +$102K +1,256 +4%
VAM
494
Visionary Asset Management
Texas
$2.56M -$73.7K -912 -3%
LMGAM
495
Liberty Mutual Group Asset Management
Massachusetts
$2.52M
FAAS
496
First Allied Advisory Services
California
$2.51M +$52.1K +645 +2%
MYAM
497
Meiji Yasuda Asset Management
Japan
$2.49M +$255K +3,155 +12%
DY
498
Dowling & Yahnke
California
$2.49M -$12.1K -150 -0.5%
W
499
Wealthfront
California
$2.46M +$201K +2,484 +9%
FT
500
Fiduciary Trust
Massachusetts
$2.45M +$21.2K +262 +0.9%

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.