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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
BA
651
Bristlecone Advisors
Washington
$407K +$67.5K +1,686 +21%
Walleye Trading
652
Walleye Trading
New York
$402K -$946K -23,620 -71%
P
653
Pitcairn
Pennsylvania
$401K +$389K +9,723 New
EP
654
Elkhorn Partners
Nebraska
$400K -$36.1K -900 -8%
CC
655
ClearArc Capital
Ohio
$393K -$159K -3,957 -29%
HH
656
Hilltop Holdings
Texas
$391K -$143K -3,574 -27%
BAM
657
Belpointe Asset Management
Nevada
$389K +$167K +4,164 +79%
BAM
658
Brave Asset Management
New Jersey
$388K +$377K +9,410 New
SFWA
659
Summit Financial Wealth Advisors
Louisiana
$387K -$161K -4,009 -30%
FIM
660
Fruth Investment Management
Texas
$387K +$90.3K +2,253 +31%
LOAME
661
Lombard Odier Asset Management (Europe)
United Kingdom
$385K +$53.4K +1,332 +17%
CIBC World Market
662
CIBC World Market
Ontario, Canada
$385K +$148K +3,698 +66%
IWP
663
Icon Wealth Partners
Texas
$384K +$70.9K +1,769 +23%
SBH
664
Segall Bryant & Hamill
Illinois
$382K -$312K -7,790 -46%
CAC
665
Certified Advisory Corp
Florida
$380K -$318K -7,942 -46%
CWP
666
Capital Wealth Planning
Florida
$380K -$50.1K -1,251 -12%
RM
667
Resource Management
Louisiana
$377K -$117K -2,915 -24%
CAMG
668
CWA Asset Management Group
Florida
$375K +$100K +2,506 +38%
WIA
669
Wealthstreet Investment Advisors
Texas
$371K +$361K +9,000 New
CA
670
Cumberland Advisors
Florida
$367K +$8.01K +200 +2%
TTWM
671
TCV Trust & Wealth Management
Virginia
$366K -$15K -375 -4%
Walleye Capital
672
Walleye Capital
New York
$366K +$356K +8,875 New
Parallax Volatility Advisers
673
Parallax Volatility Advisers
California
$365K -$1.11M -27,681 -76%
PVWM
674
Point View Wealth Management
New Jersey
$364K -$70.9K -1,769 -17%
KMWM
675
Keudell/Morrison Wealth Management
Oregon
$364K +$23.8K +595 +7%

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.