We are live on ! Find out more
OXY icon

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
PWA
651
Providence Wealth Advisors
Illinois
$909K -$18.8K -232 -2%
GH
652
GAM Holding
Switzerland
$904K -$95.9K -1,187 -10%
TTWM
653
TCV Trust & Wealth Management
Virginia
$904K -$14.7K -182 -2%
FMT
654
First Mercantile Trust
Tennessee
$901K
MWAC
655
Mariner Wealth Advisors (Cincinnati)
Ohio
$899K -$3.31K -41 -0.4%
MC
656
Moors & Cabot
Massachusetts
$893K +$351K +4,344 +66%
CF
657
CNA Financial
Illinois
$892K
CAN
658
Cetera Advisor Networks
California
$889K +$267K +3,307 +44%
ACP
659
Ashfield Capital Partners
California
$878K
PNC
660
Park National Corp
Ohio
$878K +$864K +10,689 New
MWNA
661
Marshall Wace North America
New York
$876K +$862K +10,663 New
TCOV
662
Trust Company of Vermont
Vermont
$862K -$6.06K -75 -0.7%
PCAP
663
Pratt Collard Advisory Partners
New York
$857K
CT
664
CPF Texas
Texas
$842K
Nomura Holdings
665
Nomura Holdings
Japan
$831K -$7.71M -95,338 -91%
SIC
666
SFE Investment Counsel
California
$830K -$8.49K -105 -1%
Impax Asset Management Group
667
Impax Asset Management Group
United Kingdom
$830K +$817K +10,104 New
PVWM
668
Point View Wealth Management
New Jersey
$824K
PP
669
PagnatoKarp Partners
Virginia
$824K +$4.28K +53 +0.5%
GFA
670
Gifford Fong Associates
California
$822K
APA
671
American Portfolios Advisors
New York
$812K -$127K -1,572 -14%
VIA
672
Vident Investment Advisory
Georgia
$809K +$20.6K +255 +3%
LWM
673
Lenox Wealth Management
Ohio
$807K +$20.5K +254 +3%
EHC
674
Everett Harris & Co
California
$806K
CAM
675
Carret Asset Management
New York
$797K -$4.04K -50 -0.5%

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.