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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
EGA
601
E&G Advisors
Texas
$518K -$65.3K -1,630 -11%
BCFA
602
BP Capital Fund Advisors
Texas
$516K -$471K -11,763 -48%
DY
603
Dowling & Yahnke
California
$499K -$392K -9,788 -45%
TFCP
604
Twin Focus Capital Partners
Massachusetts
$495K -$13.2K -329 -3%
ACA
605
Ackerman Capital Advisors
Texas
$495K +$481K +12,000 New
IWM
606
IHT Wealth Management
Illinois
$488K +$54.2K +1,352 +13%
MMA
607
Miracle Mile Advisors
California
$487K +$13.7K +341 +3%
FDCDDQ
608
Federation des caisses Desjardins du Quebec
Quebec, Canada
$483K +$35.6K +888 +8%
ACP
609
Aviance Capital Partners
Florida
$483K +$12.9K +322 +3%
MC
610
Martin Currie
United Kingdom
$477K
WTB
611
Washington Trust Bank
Washington
$474K -$15.9K -397 -3%
AAP
612
Arax Advisory Partners
Colorado
$474K +$7.89K +197 +2%
JCM
613
Jacobi Capital Management
Pennsylvania
$473K +$37.8K +943 +9%
GC
614
GFG Capital
Florida
$473K +$459K +11,469 New
GAAM
615
Guinness Atkinson Asset Management
California
$470K
CS
616
Comerica Securities
Michigan
$468K -$13.1K -326 -3%
CL
617
CPWM LLC
Washington
$466K -$22.9K -572 -5%
CM
618
Columbus Macro
Pennsylvania
$466K +$447K +11,147 New
CI
619
Conning Inc
Connecticut
$463K -$97.4K -2,431 -18%
ICM
620
IMS Capital Management
Oregon
$459K -$17.4K -435 -4%
CBB
621
Citizens Business Bank
California
$456K -$346K -8,632 -44%
GWM
622
Geneos Wealth Management
Colorado
$453K -$29K -724 -6%
DAS
623
Dynamic Advisor Solutions
Arizona
$453K +$68.4K +1,708 +18%
CCMT
624
CMT Capital Markets Trading
Germany
$453K +$441K +11,000 New
NA
625
NewEdge Advisors
Louisiana
$452K -$122K -3,052 -22%

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.