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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
EP
526
Edgestream Partners
New Jersey
$737K +$717K +17,893 New
PG
527
Patten Group
Tennessee
$729K -$12.4K -309 -2%
AG
528
AlphaSimPlex Group
Massachusetts
$728K -$385K -9,617 -35%
CC
529
Cedar Capital
Illinois
$726K -$123K -3,062 -15%
CM
530
Caption Management
Oklahoma
$726K +$705K +17,600 New
JHCP
531
Jackson Hole Capital Partners
Oklahoma
$717K -$961 -24 -0.1%
VF
532
Virtu Financial
New York
$712K -$243K -6,073 -26%
CM
533
CoreCommodity Management
Connecticut
$710K -$451K -11,264 -40%
VAS
534
Vestmark Advisory Solutions
Massachusetts
$705K -$126K -3,134 -15%
PIA
535
Piedmont Investment Advisors
North Carolina
$697K -$3.91M -97,616 -85%
PAM
536
Premier Asset Management
Illinois
$696K +$676K +16,880 New
ACA
537
Aptus Capital Advisors
Alabama
$693K -$1.89M -47,199 -74%
AAS
538
Avantax Advisory Services
Texas
$687K +$255K +6,368 +62%
HAM
539
Highstreet Asset Management
Ontario, Canada
$686K +$360K +8,984 +117%
HPC
540
Hobart Private Capital
North Carolina
$685K +$32.2K +803 +5%
PSP
541
Principal Street Partners
Tennessee
$684K +$316K +7,895 +91%
QCM
542
Quantinno Capital Management
New York
$681K +$203K +5,065 +44%
GIM
543
Guardian Investment Management
California
$680K +$16K +400 +2%
AMC
544
Asset Management Corp
Illinois
$680K +$661K +16,500 New
VNIM
545
Vaughan Nelson Investment Management
Texas
$676K
WSTAM
546
Wilbanks Smith & Thomas Asset Management
Virginia
$663K +$289K +7,215 +81%
BFS
547
Bradley Foster & Sargent
Connecticut
$661K -$106K -2,637 -14%
KA
548
Kovack Advisors
Florida
$657K +$43.1K +1,077 +7%
CCM
549
Crossvault Capital Management
Texas
$651K -$30K -750 -5%
RIM
550
Rampart Investment Management
Connecticut
$649K +$350K +8,745 +125%

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.