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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
VFA
526
Voya Financial Advisors
Connecticut
$2.02M -$102K -1,264 -5%
LFAS
527
Level Four Advisory Services
Texas
$2.01M -$640K -7,916 -24%
FHB
528
First Hawaiian Bank
Hawaii
$2.01M +$1.78M +21,974 +878%
EB
529
Eastern Bank
Massachusetts
$2M -$55K -681 -3%
Susquehanna International Group
530
Susquehanna International Group
Pennsylvania
$1.95M +$1.16M +14,394 +154%
AAMA
531
Advanced Asset Management Advisors
Ohio
$1.95M +$371K +4,590 +24%
APFBOT
532
Amica Pension Fund Board of Trustees
Rhode Island
$1.94M
CSS
533
Cubist Systematic Strategies
Connecticut
$1.94M -$1.47M -18,168 -44%
CT
534
Chicago Trust
Illinois
$1.93M +$198K +2,451 +12%
CWM
535
Cornerstone Wealth Management
Missouri
$1.89M -$3.9M -48,247 -28%
CEP
536
Chicago Equity Partners
Illinois
$1.86M +$131K +1,625 +8%
GI
537
GAMCO Investors
Connecticut
$1.84M
ACM
538
Azimuth Capital Management
Michigan
$1.81M -$70.7K -875 -4%
CPA
539
Capital Planning Advisors
California
$1.8M +$369K +4,562 +26%
LIA
540
LS Investment Advisors
Michigan
$1.79M -$31.3K -387 -2%
IA
541
IFP Advisors
Florida
$1.78M +$39K +483 +2%
Citadel Advisors
542
Citadel Advisors
Florida
$1.74M -$116M -1,429,547 -99%
ET
543
Equitable Trust
Tennessee
$1.74M -$299K -3,701 -15%
QCM
544
Quadrant Capital Management
New Jersey
$1.73M +$16.2K +201 +1%
CG
545
Clinton Group
New York
$1.72M -$3.86M -47,704 -69%
MYLI
546
Meiji Yasuda Life Insurance
Japan
$1.68M +$919K +11,370 +126%
VCM
547
Virtue Capital Management
Tennessee
$1.65M +$864K +10,694 +114%
ISL
548
Ingalls & Snyder LLC
New York
$1.65M +$428K +5,290 +36%
TG
549
TCW Group
California
$1.64M -$146K -1,801 -8%
BFS
550
Bradley Foster & Sargent
Connecticut
$1.63M -$10.3K -127 -0.6%

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.