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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
CPC
676
Congress Park Capital
New York
$795K +$162 +2 +0%
CCM
677
Crossvault Capital Management
Texas
$789K
BCM
678
BlueCrest Capital Management
Jersey
$769K -$466K -5,762 -38%
CFA
679
Carroll Financial Associates
North Carolina
$761K -$485 -6 -0.1%
FNT
680
First National Trust
Pennsylvania
$752K +$2.42K +30 +0.3%
OFS
681
Orrstown Financial Services
Pennsylvania
$750K -$205K -2,539 -22%
CAM
682
Cypress Asset Management
Texas
$749K -$8.89K -110 -1%
CPC
683
Cookson Peirce & Co
Pennsylvania
$747K +$735K +9,090 New
WTB
684
Washington Trust Bank
Washington
$741K +$7.27K +90 +1%
KC
685
Kepos Capital
New York
$737K -$5.73M -70,927 -89%
Jennison Associates
686
Jennison Associates
New York
$736K +$58.7K +726 +9%
GAM
687
Griffin Asset Management
New York
$733K +$16.2K +200 +2%
PTC
688
Private Trust Company
Ohio
$706K -$20.8K -257 -3%
Rockefeller Capital Management
689
Rockefeller Capital Management
New York
$704K
CG
690
Caprock Group
Idaho
$703K +$205K +2,534 +43%
SCM
691
Shelton Capital Management
Colorado
$698K +$12.1K +150 +2%
HFS
692
HL Financial Services
Kentucky
$697K -$208K -2,578 -23%
PIA
693
Piedmont Investment Advisors
North Carolina
$693K -$2.05M -25,341 -75%
HCM
694
Hollencrest Capital Management
California
$693K +$240K +2,972 +40%
IWM
695
IHT Wealth Management
Illinois
$692K -$10.8K -134 -2%
IA
696
IndexIQ Advisors
New York
$692K +$274K +3,391 +67%
CL
697
CSS LLC
Illinois
$690K
FCFC
698
First Commonwealth Financial Corp
Pennsylvania
$687K +$193K +2,392 +40%
SCM
699
Southport Capital Management
Tennessee
$686K +$4.28K +53 +0.6%
BPCE
700
Bank Pictet & Cie (Europe)
Germany
$675K

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.