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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
SW
476
SVB Wealth
Massachusetts
$949K -$1.2M -29,968 -57%
CI
477
Cigna Investments
Connecticut
$939K -$107K -2,673 -10%
DIM
478
DC Investments Management
Virginia
$937K +$911K +22,745 New
MCM
479
MAI Capital Management
Ohio
$933K -$504K -12,572 -36%
JIM
480
Jupiter Investment Management
United Kingdom
$922K +$671K +16,741 +297%
AIP
481
Ameritas Investment Partners
Nebraska
$918K -$63K -1,572 -7%
SCM
482
Stellar Capital Management
Arizona
$916K -$77.5K -1,934 -8%
SW
483
SteelPeak Wealth
California
$909K +$883K +22,047 New
VFA
484
Values First Advisors
Tennessee
$906K +$880K +21,976 New
AIL
485
AGF Investments LLC
Ontario, Canada
$902K +$416K +10,379 +90%
HFS
486
Haverford Financial Services
Pennsylvania
$898K +$521K +13,000 +148%
BI
487
Bramshill Investments
Florida
$897K +$872K +21,756 New
SNBOSCI
488
Security National Bank of Sioux City Iowa
Iowa
$894K +$194K +4,835 +29%
GCP
489
GSA Capital Partners
United Kingdom
$890K +$622K +15,516 +255%
MYLI
490
Meiji Yasuda Life Insurance
Japan
$883K -$278K -6,947 -24%
OI
491
Oakbrook Investments
Illinois
$882K +$857K +21,400 New
DP
492
Dearborn Partners
Illinois
$881K +$323K +8,058 +60%
NAMP
493
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$880K -$185K -4,621 -18%
AHC
494
Adell Harriman & Carpenter
Texas
$873K -$1.62M -40,543 -66%
KRSITF
495
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$872K +$2.24K +56 +0.3%
RI
496
Ridgewood Investments
New Jersey
$870K -$53.4K -1,333 -6%
JWBC
497
J.W. Burns & Co
New York
$865K -$75.7K -1,890 -8%
ZB
498
Zions Bancorporation
Utah
$859K -$80.6K -2,013 -9%
DAC
499
Dividend Assets Capital
South Carolina
$855K -$319K -7,968 -28%
Lazard Asset Management
500
Lazard Asset Management
New York
$853K -$24.4M -610,144 -97%

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.