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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
OTPPB
576
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.36M +$747K +9,249 +127%
CWP
577
Capital Wealth Planning
Florida
$1.35M +$1.33M +16,480 New
WIC
578
Whitegate Investment Counselors
New Hampshire
$1.35M
VNIM
579
Vaughan Nelson Investment Management
Texas
$1.35M
AFM
580
Abbot Financial Management
Massachusetts
$1.33M +$8.08K +100 +0.6%
TCMG
581
TSP Capital Management Group
New Jersey
$1.33M -$1.31M -16,149 Closed
SC
582
Sawyer & Company
Massachusetts
$1.3M -$3.23K -40 -0.3%
HW
583
Hancock Whitney
Mississippi
$1.29M +$291K +3,600 +30%
DLHL
584
Donald L. Hagan LLC
Florida
$1.27M +$9.38K +116 +0.8%
TWA
585
TCI Wealth Advisors
Arizona
$1.27M
CDH
586
Charles D. Hyman
$1.26M
Northwestern Mutual Wealth Management
587
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$179K +2,221 +17%
NGA
588
Naples Global Advisors
Florida
$1.25M -$55.8K -690 -4%
ESBC
589
E.S. Barr & Co
Kentucky
$1.24M -$241K -2,983 -17%
NSEDCP
590
NJ State Employees Deferred Compensation Plan
New Jersey
$1.23M
SM
591
Southport Management
Wyoming
$1.23M
HCP
592
Holt Capital Partners
Texas
$1.22M -$65.9K -815 -5%
HSA
593
HBK Sorce Advisory
Pennsylvania
$1.22M -$50.4K -624 -4%
ED
594
Exane Derivatives
France
$1.22M +$29.7K +368 +3%
CRC
595
Curi RMB Capital
Illinois
$1.21M +$4.04K +50 +0.3%
IRF
596
IBM Retirement Fund
New York
$1.19M -$169K -2,085 -13%
KRSITF
597
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.19M +$1.86K +23 +0.2%
FMC
598
First Merchants Corp
Indiana
$1.18M +$23.5K +291 +2%
HPC
599
HM Payson & Co
Maine
$1.18M -$849K -10,505 -42%
HAG
600
HighPoint Advisor Group
Illinois
$1.17M +$58.3K +721 +5%

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.