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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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$181M +$25.3M +313,405 +16%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$179M -$55M -680,445 -24%
Janus Henderson Group
53
Janus Henderson Group
United Kingdom
$177M +$58.2M +719,838 +50%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$176M +$10.5M +130,481 +6%
Bessemer Group
55
Bessemer Group
New Jersey
$176M -$1.02M -12,658 -0.6%
AQR Capital Management
56
AQR Capital Management
Connecticut
$174M +$41.4M +512,415 +32%
UIM
57
USS Investment Management
United Kingdom
$168M +$35.7M +441,464 +28%
USAA
58
United Services Automobile Association
Texas
$160M -$19M -235,079 -11%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$158M +$3.38M +41,804 +2%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$157M +$4.19M +51,837 +3%
CP
61
Coho Partners
Pennsylvania
$148M -$4.08M -50,532 -3%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$147M -$4.88M -60,371 -3%
Luther King Capital Management (LKCM)
63
Luther King Capital Management (LKCM)
Texas
$147M +$2.77M +34,215 +2%
Ameriprise
64
Ameriprise
Minnesota
$147M -$20.8M -256,935 -13%
UBS Group
65
UBS Group
Switzerland
$140M -$1.66M -20,551 -1%
Canada Life
66
Canada Life
Manitoba, Canada
$137M -$2.35M -29,079 -2%
Robeco Institutional Asset Management
67
Robeco Institutional Asset Management
Netherlands
$134M +$21.3M +263,621 +19%
Mackenzie Financial
68
Mackenzie Financial
Ontario, Canada
$134M +$714K +8,838 +0.5%
AAMU
69
Amundi Asset Management US
Massachusetts
$134M +$11.7M +144,572 +10%
EAM
70
Eagle Asset Management
Florida
$125M +$17.1M +211,722 +16%
Flossbach Von Storch
71
Flossbach Von Storch
Germany
$123M +$16.8M +207,520 +16%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$118M -$1.69M -20,879 -1%
Swedbank
73
Swedbank
Sweden
$113M +$111M +1,375,078 New
Neuberger Berman Group
74
Neuberger Berman Group
New York
$112M -$10.5M -129,838 -9%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$105M -$122K -1,506 -0.1%

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.