We are live on ! Find out more
OXY icon

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
NFC
576
Northeast Financial Consultants
Connecticut
$588K +$169K +4,216 +42%
PCIA
577
Prime Capital Investment Advisors
Kansas
$583K +$561 +14 +0.1%
Coatue Management
578
Coatue Management
New York
$583K +$567K +14,143 New
MME
579
Meag Munich Ergo
Germany
$582K -$1.8M -44,861 -76%
II
580
Inspire Investing
Idaho
$581K +$58.6K +1,464 +12%
LWM
581
Lenox Wealth Management
Ohio
$581K +$73.3K +1,829 +15%
CT
582
Chicago Trust
Illinois
$576K -$3K -75 -0.5%
WI
583
WrapManager Inc
California
$572K -$518K -12,925 -48%
Barrow, Hanley, Mewhinney & Strauss
584
Barrow, Hanley, Mewhinney & Strauss
Texas
$569K
PAM
585
PVG Asset Management
Colorado
$568K +$552K +13,788 New
SPC
586
Sigma Planning Corp
Michigan
$567K +$101K +2,517 +22%
CII
587
Capital International Inc
California
$561K -$2M -49,913 -79%
PG
588
Pendal Group
Australia
$553K +$538K +13,425 New
H
589
HoyleCohen
California
$546K -$413K -10,322 -44%
TCMG
590
TSP Capital Management Group
New Jersey
$546K
VIA
591
Vident Investment Advisory
Georgia
$546K +$401 +10 +0.1%
PI
592
PFS Investments
Georgia
$543K +$79.1K +1,975 +18%
CCFM
593
Clear Creek Financial Management
Washington
$537K +$457K +11,415 New
MGIA
594
Matthew Goff Investment Advisor
Texas
$536K
ZCA
595
Zeke Capital Advisors
Pennsylvania
$532K -$135K -3,361 -21%
AssetMark Inc
596
AssetMark Inc
California
$532K +$132K +3,293 +34%
OPS
597
Orion Portfolio Solutions
Nebraska
$530K +$515K +12,853 New
CTC
598
Central Trust Company
Missouri
$527K -$668K -16,663 -57%
IAA
599
Independent Advisor Alliance
North Carolina
$523K +$83.8K +2,091 +20%
AGM
600
Alpine Global Management
New York
$519K +$504K +12,591 New

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.