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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
WI
551
WrapManager Inc
California
$1.61M -$216K -2,670 -12%
AP
552
Advisor Partners
California
$1.59M -$83.9K -1,038 -5%
Cerity Partners
553
Cerity Partners
New York
$1.56M -$13.2K -163 -0.8%
CI
554
Conning Inc
Connecticut
$1.55M +$36.8K +455 +2%
LA
555
Legacy Advisors
Pennsylvania
$1.55M +$1.49M +18,457 +7,383%
WCM
556
Wunderlich Capital Managemnt
Tennessee
$1.55M -$62.9K -778 -4%
SNBOSCI
557
Security National Bank of Sioux City Iowa
Iowa
$1.51M
CI
558
Cigna Investments
Connecticut
$1.49M -$179K -2,217 -9%
Verition Fund Management
559
Verition Fund Management
Connecticut
$1.48M -$6.39M -79,011 -81%
HH
560
Hilltop Holdings
Texas
$1.48M +$99.2K +1,227 +7%
TMAM
561
Tokio Marine Asset Management
Japan
$1.48M +$101K +1,255 +8%
CA
562
Cornerstone Advisors
North Carolina
$1.47M -$598K -7,400 -29%
VCA
563
Verdence Capital Advisors
Maryland
$1.47M -$291K -3,602 -17%
BWM
564
Buckley Wealth Management
Nevada
$1.46M +$49.7K +615 +4%
SLF
565
Sun Life Financial
Ontario, Canada
$1.45M -$727K -8,990 -34%
FFA
566
Fragasso Financial Advisors
Pennsylvania
$1.44M +$61.2K +757 +4%
CSIC
567
Clifford Swan Investment Counsel
California
$1.42M
HPC
568
Hobart Private Capital
North Carolina
$1.42M +$37.3K +461 +3%
WIM
569
Wilen Investment Management
Florida
$1.41M -$21.7K -268 -2%
ATC
570
Argent Trust Co
Tennessee
$1.4M -$81.7K -1,011 -6%
H
571
HoyleCohen
California
$1.38M +$34.8K +430 +3%
Acadian Asset Management
572
Acadian Asset Management
Massachusetts
$1.38M -$2.2M -27,164 -62%
PL
573
Perpetual Ltd
Australia
$1.37M +$978K +12,100 +263%
BCM
574
BTC Capital Management
Iowa
$1.37M +$1.35M +16,699 New
AF
575
AMG Funds
Connecticut
$1.37M -$166K -2,056 -11%

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.