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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
BBHC
551
Brown Brothers Harriman & Co
New York
$648K -$366K -9,148 -37%
CIA
552
Cascade Investment Advisors
Oregon
$643K -$45.7K -1,140 -7%
MTIM
553
Marathon Trading Investment Management
Pennsylvania
$643K +$625K +15,600 New
HCP
554
Holt Capital Partners
Texas
$642K +$36.1K +900 +6%
Mariner
555
Mariner
Kansas
$641K +$39.3K +982 +7%
VI
556
Vestcor Inc
New Brunswick, Canada
$638K +$621K +15,490 New
FFS
557
Founders Financial Securities
Maryland
$633K +$42.3K +1,057 +7%
KIA
558
KCM Investment Advisors
California
$630K -$4.01K -100 -0.6%
1WA
559
180 Wealth Advisors
Washington
$629K +$533K +13,304 New
CDH
560
Charles D. Hyman
$625K +$4.85K +121 +0.8%
USGIU
561
U.S. Global Investors (USGI)
Texas
$624K
LC
562
Loews Corp
New York
$623K +$199K +4,973 +49%
TWA
563
TCI Wealth Advisors
Arizona
$621K -$3.93K -98 -0.6%
IAMOG
564
Investors Asset Management of Georgia
Georgia
$621K +$155K +3,870 +35%
IRF
565
IBM Retirement Fund
New York
$620K -$21.5K -536 -3%
SC
566
Sawyer & Company
Massachusetts
$619K -$10K -250 -2%
NSEDCP
567
NJ State Employees Deferred Compensation Plan
New Jersey
$618K
PNC
568
Park National Corp
Ohio
$616K -$1.07M -26,831 -64%
GG
569
Gofen & Glossberg
Illinois
$611K -$7.57M -188,952 -93%
DAM
570
Deltec Asset Management
New York
$610K +$241K +6,016 +69%
WIC
571
Whitegate Investment Counselors
New Hampshire
$602K -$28K -700 -5%
WSC
572
Wellington Shields & Co
New York
$602K +$585K +14,600 New
BFEC
573
Benjamin F. Edwards & Company
Missouri
$600K -$68.5K -1,709 -11%
WIM
574
Wilen Investment Management
Florida
$595K -$55.8K -1,392 -9%
HAG
575
HighPoint Advisor Group
Illinois
$593K +$53.5K +1,336 +11%

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.