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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
RHBC
626
R.H. Bluestein & Co
Michigan
$451K -$903K -22,545 -67%
ED
627
Exane Derivatives
France
$450K +$126K +3,145 +49%
SACTSONJ
628
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$446K
FTIOP
629
Fiduciary Trust International of Pennsylvania
Pennsylvania
$445K -$1.57M -39,101 -78%
KA
630
KLCM Advisors
Wisconsin
$441K
UCMOK
631
United Capital Management of KS
Kansas
$440K +$121K +3,031 +40%
AC
632
Abbrea Capital
California
$439K -$63.6K -1,587 -13%
HHAM
633
HITE Hedge Asset Management
Massachusetts
$439K +$426K +10,645 New
SCP
634
Syntal Capital Partners
Texas
$438K -$164K -4,101 -28%
MYIA
635
Mount Yale Investment Advisors
Colorado
$437K +$10.3K +256 +2%
PP
636
PagnatoKarp Partners
Virginia
$437K +$11.4K +285 +3%
LOAMS
637
Lombard Odier Asset Management (Switzerland)
Switzerland
$436K -$358K -8,936 -46%
CI
638
CX Institutional
Indiana
$435K +$12.5K +312 +3%
FHB
639
First Hawaiian Bank
Hawaii
$429K +$19.1K +477 +5%
ISL
640
Ingalls & Snyder LLC
New York
$426K -$313K -7,822 -43%
RIM
641
Redwood Investment Management
Arizona
$424K +$124K +3,096 +43%
MAA
642
Mraz Amerine & Associates
California
$423K +$80 +2 +0%
PTC
643
Private Trust Company
Ohio
$421K -$16.8K -420 -4%
AIP
644
Ahrens Investment Partners
Louisiana
$417K +$406K +10,126 New
ACP
645
Ashfield Capital Partners
California
$416K
PL
646
Perpetual Ltd
Australia
$415K
DPIM
647
Duff & Phelps Investment Management
Illinois
$413K +$8.01K +200 +2%
CCI
648
Credit Capital Investments
New Jersey
$412K
GFA
649
Gifford Fong Associates
California
$412K
AIC
650
Archer Investment Corporation
Indiana
$412K +$46.7K +1,167 +13%

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.