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Occidental Petroleum

1,054 hedge funds and large institutions have $32.5B invested in Occidental Petroleum in 2019 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 403 increasing their positions, 425 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

16% more call options, than puts

Call options by funds: $894M | Put options by funds: $773M

3.79% more ownership

Funds ownership: 82.65%86.44% (+3.8%)

5% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 425

7% less funds holding

Funds holding: 1,1321,054 (-78)

21% less capital invested

Capital invested by funds: $41B → $32.5B (-$8.52B)

37% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 172

Holders
1,054
Holders Change
-78
Holders Change %
-6.89%
% of All Funds
22.89%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
109
Increased
403
Reduced
425
Closed
172
Calls
$894M
Puts
$773M
Net Calls
+$122M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
526
Farallon Capital Management
California
$1.01M +$1.13M +20,000 New
HCM
527
Hollencrest Capital Management
California
$1M +$532K +9,450 +90%
WB
528
WesBanco Bank
West Virginia
$991K -$62.2K -1,105 -5%
BFS
529
Bradley Foster & Sargent
Connecticut
$972K -$465K -8,272 -30%
ISL
530
Ingalls & Snyder LLC
New York
$968K -$85.8K -1,525 -7%
H
531
HoyleCohen
California
$967K +$47.8K +850 +5%
TAM
532
Tocqueville Asset Management
New York
$963K -$19.6M -348,439 -95%
SFWA
533
Summit Financial Wealth Advisors
Louisiana
$963K -$1.23M -21,849 -53%
LOAMS
534
Lombard Odier Asset Management (Switzerland)
Switzerland
$952K +$241K +4,275 +29%
FIA
535
Foundations Investment Advisors
Arizona
$950K +$338K +6,015 +45%
Rockefeller Capital Management
536
Rockefeller Capital Management
New York
$946K -$242K -4,302 -19%
SEC
537
Seven Eight Capital
New York
$943K -$78.8K -1,400 -7%
SIA
538
Sit Investment Associates
Minnesota
$938K -$9.06M -161,085 -90%
SSB
539
Sandy Spring Bank
Maryland
$926K +$228K +4,047 +28%
LIA
540
LS Investment Advisors
Michigan
$917K +$57.5K +1,021 +6%
BFEC
541
Benjamin F. Edwards & Company
Missouri
$898K +$566K +10,050 +129%
BIA
542
BMT Investment Advisors
Pennsylvania
$892K -$999K -17,745 -50%
KLCM
543
KG&L Capital Management
Louisiana
$887K -$11.1K -198 -1%
WS
544
Wedbush Securities
California
$885K +$142K +2,524 +17%
LFM
545
Lumina Fund Management
New York
$880K +$985K +17,500 New
CRC
546
Curi RMB Capital
Illinois
$876K +$169 +3 +0%
BWM
547
Buckley Wealth Management
Nevada
$874K -$31.6K -562 -3%
ATC
548
Argent Trust Co
Tennessee
$860K +$104K +1,841 +12%
SWP
549
Strategic Wealth Partners
Ohio
$855K -$26.4K -470 -3%
SACTSONJ
550
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$855K +$619K +11,000 +183%

OXY Hedge Fund Activity: Q2 2019 in Review

1,054 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2019, worth a combined $32.5B — down 21% from $41B a quarter earlier.

Sellers outnumbered buyers: 172 funds closed out of OXY and 109 opened new positions — a net loss of 63 holders — while 425 trimmed existing stakes and 403 added.

The largest buyer was Icahn Carl, opening a new position worth an estimated $1.87B. The largest seller was JP Morgan Chase, cutting an estimated $1.36B.

  • 1,054 institutional investors held Occidental Petroleum (OXY) as of Q2 2019, down from 1,132 in Q1 2019.
  • Funds reported $32.5B of Occidental Petroleum stock for Q2 2019, down 21% quarter-over-quarter.
  • 109 funds opened new Occidental Petroleum positions in Q2 2019 and 172 closed out, a net change of -63 holders.
  • The largest Occidental Petroleum buyer in Q2 2019 was Icahn Carl, an estimated $1.87B added.
  • The largest Occidental Petroleum seller in Q2 2019 was JP Morgan Chase, an estimated $1.36B sold.

Based on aggregated 13F filings for Q2 2019.