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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
NGA
551
Naples Global Advisors
Florida
$854K -$5.4K -96 -0.6%
ACA
552
Aptus Capital Advisors
Alabama
$853K +$56 +1 +0%
SNBOSCI
553
Security National Bank of Sioux City Iowa
Iowa
$850K -$67.5K -1,200 -7%
RFA
554
Reilly Financial Advisors
California
$848K +$740K +13,158 +355%
TMAM
555
Tokio Marine Asset Management
Japan
$846K +$5.85K +104 +0.6%
UH
556
Unigestion Holding
Switzerland
$832K -$12.8M -227,217 -93%
VNIM
557
Vaughan Nelson Investment Management
Texas
$825K
BOTW
558
Bank of the West
California
$821K +$123K +2,180 +15%
MTIM
559
Marathon Trading Investment Management
Pennsylvania
$820K +$917K +16,301 New
JHCP
560
Jackson Hole Capital Partners
Oklahoma
$819K +$120K +2,127 +15%
HI
561
Horizon Investments
North Carolina
$814K -$41.8K -743 -4%
CC
562
Cedar Capital
Illinois
$813K +$910K +16,167 New
WIM
563
Wilen Investment Management
Florida
$807K -$33.3K -592 -4%
BCP
564
Berkeley Capital Partners
Georgia
$805K +$4.73K +84 +0.5%
GIM
565
Guardian Investment Management
California
$805K +$132K +2,350 +17%
CCMD
566
Cypress Capital Management (Delaware)
Delaware
$800K -$9.85K -175 -1%
NA
567
Neuburgh Advisers
California
$795K -$1.21M -21,536 -58%
HPC
568
Hobart Private Capital
North Carolina
$794K +$57.6K +1,024 +7%
CCIA
569
Campbell & Co Investment Adviser
Maryland
$790K +$654K +11,627 +284%
CA
570
Cetera Advisors
Colorado
$788K +$331K +5,880 +60%
WIC
571
Whitegate Investment Counselors
New Hampshire
$787K -$17.7K -315 -2%
Northwestern Mutual Wealth Management
572
Northwestern Mutual Wealth Management
Wisconsin
$786K -$87.7K -1,559 -9%
KRSITF
573
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$784K +$39.3K +698 +5%
OAM
574
Oppenheimer Asset Management
New York
$781K +$145K +2,581 +20%
SBH
575
Segall Bryant & Hamill
Illinois
$778K -$2.06M -36,619 -70%

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.