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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
EIM
501
Essex Investment Management
Massachusetts
$851K +$386K +9,646 +88%
CLOS
502
Compagnie Lombard Odier SCmA
Switzerland
$844K -$225K -5,625 -22%
MNBTD
503
Moody National Bank Trust Division
Texas
$842K -$42.1K -1,052 -5%
MF
504
Magnetar Financial
Illinois
$835K +$493K +12,317 +155%
SSB
505
Sandy Spring Bank
Maryland
$831K -$31.1K -777 -4%
UR
506
USCA RIA
Texas
$827K +$223K +5,574 +38%
RSC
507
Red Spruce Capital
Pennsylvania
$827K +$804K +20,062 New
William Blair & Company
508
William Blair & Company
Illinois
$825K -$214K -5,347 -21%
HC
509
Hourglass Capital
Texas
$824K
HCM
510
Hollencrest Capital Management
California
$821K -$4.01K -100 -0.5%
ATC
511
Argent Trust Co
Tennessee
$818K +$27.7K +691 +4%
FT
512
Fiduciary Trust
Massachusetts
$817K -$297K -7,404 -27%
ANI
513
American National Insurance
Texas
$798K -$102K -2,552 -12%
SLF
514
Sun Life Financial
Ontario, Canada
$789K -$434K -10,834 -36%
FMBTD
515
First Midwest Bank Trust Division
Illinois
$782K +$232K +5,786 +44%
CAN
516
Cetera Advisor Networks
California
$778K +$119K +2,970 +18%
HSA
517
HBK Sorce Advisory
Pennsylvania
$776K +$147K +3,680 +24%
CIG
518
Cairn Investment Group
Washington
$768K +$747K +18,655 New
RIL
519
Rothschild Investment LLC
Illinois
$764K +$403K +10,055 +119%
CAC
520
Cowen and Company
New York
$759K +$738K +18,419 New
FA
521
FDx Advisors
Illinois
$749K +$31.8K +793 +5%
PVH
522
Psagot Value Holdings
Israel
$746K -$441K -11,000 -38%
RIM
523
Redpoint Investment Management
Australia
$745K -$2.19M -54,639 -75%
MA
524
MYDA Advisors
New York
$742K +$721K +18,000 New
BRWA
525
B. Riley Wealth Advisors
Florida
$739K +$2.52K +63 +0.4%

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.