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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
MFG
701
Magnus Financial Group
New York
$316K +$308K +7,677 New
IA
702
IFP Advisors
Florida
$315K -$21.6K -538 -6%
Credit Agricole
703
Credit Agricole
France
$315K +$276K +6,899 +901%
EHC
704
Everett Harris & Co
California
$313K -$9.21K -230 -3%
PFG
705
PAX Financial Group
Texas
$313K +$302K +7,540 New
CT
706
Caldwell Trust
Florida
$310K +$302K +7,532 New
FWCM
707
Ferguson Wellman Capital Management
Oregon
$305K -$777K -19,389 -72%
DBIA
708
Dumont & Blake Investment Advisors
New Jersey
$305K -$2.8K -70 -0.9%
CIAS
709
Capital Investment Advisory Services
North Carolina
$304K -$115K -2,872 -28%
GBT
710
Grove Bank & Trust
Florida
$301K -$49.8K -1,244 -15%
CA
711
CastleArk Alternatives
Illinois
$301K +$75.7K +1,890 +35%
HR
712
Hayden Royal
North Carolina
$300K +$289K +7,216 New
PP
713
Paloma Partners
Connecticut
$296K -$2.59M -64,615 -90%
PSUF
714
People's United Financial
Connecticut
$296K -$459K -11,465 -61%
CAM
715
Carret Asset Management
New York
$295K -$171K -4,267 -37%
CWM
716
Chronos Wealth Management
Florida
$295K +$286K +7,150 New
PAS
717
Park Avenue Securities
New York
$292K +$24.2K +605 +9%
TIA
718
Trust Investment Advisors
Indiana
$288K -$174K -4,350 -38%
EH
719
Employers Holdings
Nevada
$283K
OCM
720
Orleans Capital Management
Louisiana
$282K -$657K -16,400 -71%
WT
721
Whittier Trust
California
$279K -$71.8K -1,793 -21%
SG
722
StoneX Group
New York
$279K +$66.9K +1,671 +34%
RWA
723
Redhawk Wealth Advisors
Minnesota
$272K +$264K +6,599 New
FCFC
724
First Commonwealth Financial Corp
Pennsylvania
$271K -$38.1K -950 -13%
KWM
725
Kingsview Wealth Management
Oregon
$271K +$49.4K +1,232 +23%

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.