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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
PTC
626
Philadelphia Trust Company
Pennsylvania
$1.02M -$3.23K -40 -0.3%
FMBTD
627
First Midwest Bank Trust Division
Illinois
$1.02M +$18.2K +225 +2%
LCM
628
Landscape Capital Management
New Jersey
$1.01M +$996K +12,321 New
CIA
629
Cascade Investment Advisors
Oregon
$1.01M -$2.02K -25 -0.2%
CL
630
CPWM LLC
Washington
$1.01M +$465K +5,748 +88%
PP
631
Patten & Patten
Tennessee
$997K -$110K -1,355 -10%
BRWA
632
B. Riley Wealth Advisors
Florida
$977K -$141K -1,745 -13%
TAM
633
Tiverton Asset Management
Delaware
$976K
CTA
634
Chesley Taft & Associates
Illinois
$974K -$8.08K -100 -0.8%
MA
635
Montag & Associates
Georgia
$973K +$957K +11,841 New
FMTCOCP
636
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$967K -$60.6K -750 -6%
UFF
637
USA Financial Formulas
Michigan
$966K +$449K +5,552 +93%
Wealth Enhancement Advisory Services
638
Wealth Enhancement Advisory Services
Minnesota
$963K +$1.14M +14,114 New
LSV Asset Management
639
LSV Asset Management
Illinois
$961K +$946K +11,700 New
SFFS
640
Stonehage Fleming Financial Services
Jersey
$960K +$80.8K +1,000 +9%
DCM
641
Dupont Capital Management
Delaware
$955K -$5.34M -66,049 -85%
BA
642
Bristlecone Advisors
Washington
$955K +$357K +4,420 +61%
MGIA
643
Matthew Goff Investment Advisor
Texas
$949K
SF
644
Synovus Financial
Georgia
$944K +$72.6K +898 +8%
FSH
645
Franklin Square Holdings
Pennsylvania
$939K +$913K +11,300 New
ASN
646
Advisory Services Network
Georgia
$935K +$107K +1,328 +13%
LNWWM
647
Laird Norton Wetherby Wealth Management
California
$931K +$125K +1,543 +16%
AAP
648
Arax Advisory Partners
Colorado
$922K +$3.15K +39 +0.3%
KTA
649
Keeley-Teton Advisors
Illinois
$916K
RCAG
650
Rehmann Capital Advisory Group
Michigan
$915K +$53.8K +666 +6%

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.