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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
FB
501
Fulton Bank
Pennsylvania
$2.44M -$261K -3,233 -10%
CTC
502
Central Trust Company
Missouri
$2.43M -$137K -1,694 -5%
PAM
503
Private Asset Management
California
$2.43M +$179K +2,220 +8%
NIM
504
NXG Investment Management
Texas
$2.42M
RMA
505
Roffman Miller Associates
Pennsylvania
$2.4M -$27K -334 -1%
PVH
506
Psagot Value Holdings
Israel
$2.39M
SB
507
Simmons Bank
Arkansas
$2.36M +$339K +4,199 +17%
NAMP
508
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.36M -$18.6K -230 -0.8%
WB
509
WesBanco Bank
West Virginia
$2.34M -$9.62K -119 -0.4%
AWM
510
AE Wealth Management
Kansas
$2.33M +$1.19M +14,754 +109%
LOAMS
511
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.3M +$533K +6,600 +31%
NCM
512
Narwhal Capital Management
Georgia
$2.28M +$72.3K +895 +3%
SCM
513
Stellar Capital Management
Arizona
$2.28M -$13.7K -170 -0.6%
OCM
514
Orleans Capital Management
Louisiana
$2.26M +$154K +1,900 +7%
FBT
515
First Bank & Trust
South Dakota
$2.25M -$164K -2,026 -7%
ZCA
516
Zeke Capital Advisors
Pennsylvania
$2.21M
MCM
517
Mainstay Capital Management
Michigan
$2.21M -$219K -2,713 -9%
AMI
518
Amica Mutual Insurance
Rhode Island
$2.16M
CHC
519
City Holding Co
West Virginia
$2.15M -$34.2K -423 -2%
SLI
520
Sumitomo Life Insurance
Japan
$2.13M -$35.6K -440 -2%
BCM
521
Bourgeon Capital Management
Connecticut
$2.12M -$97K -1,200 -4%
NA
522
Neuburgh Advisers
California
$2.11M +$18.1K +224 +0.9%
B
523
Bailard
California
$2.06M +$38.5K +477 +2%
CIA
524
Capital Investment Advisors
Georgia
$2.05M +$111K +1,379 +6%
FLPIM
525
F.L. Putnam Investment Management
Massachusetts
$2.02M +$1.99M +24,630 New

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.