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
LWM
701
Lyons Wealth Management
Florida
$674K
IB
702
Intrust Bank
Kansas
$673K -$13.3K -164 -2%
GT
703
Glenview Trust
Kentucky
$673K -$6.3K -78 -0.9%
PFSC
704
Peoples Financial Services Corp
Pennsylvania
$669K
SPC
705
Sigma Planning Corp
Michigan
$669K +$5.66K +70 +0.9%
1SB
706
1ST Source Bank
Indiana
$668K -$5.9K -73 -0.9%
DBIA
707
Dumont & Blake Investment Advisors
New Jersey
$668K +$17K +210 +3%
DPIM
708
Duff & Phelps Investment Management
Illinois
$662K +$8.08K +100 +1%
SCCM
709
Schafer Cullen Capital Management
New York
$661K
LOAME
710
Lombard Odier Asset Management (Europe)
United Kingdom
$659K
CCI
711
Credit Capital Investments
New Jersey
$657K
YMRC
712
Yorktown Management & Research Company
Virginia
$657K
CB
713
Chemical Bank
Michigan
$655K -$3.72K -46 -0.6%
HAM
714
Highstreet Asset Management
Ontario, Canada
$651K
GWM
715
Geneos Wealth Management
Colorado
$650K +$45.4K +562 +8%
LIM
716
Leavell Investment Management
Alabama
$646K -$2.02K -25 -0.3%
NCM
717
Novare Capital Management
North Carolina
$644K -$35.9K -444 -5%
EAM
718
Exane Asset Management
France
$642K -$659K -8,157 -51%
FBT
719
First Bankers Trust
Kentucky
$642K -$227K -2,806 -26%
CANY
720
Caxton Associates (New York)
New York
$640K -$1.24M -15,372 -66%
PT
721
Plimoth Trust
Massachusetts
$638K -$16.6K -205 -3%
WS
722
Wedbush Securities
California
$637K -$57.1K -706 -8%
ADMI
723
Albert D. Mason Inc
Massachusetts
$632K -$404 -5 -0.1%
SC
724
SouthState Corp
Florida
$631K -$68.5K -848 -10%
WT
725
Whittier Trust
California
$630K -$43K -532 -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.