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Occidental Petroleum

1,054 hedge funds and large institutions have $32.5B invested in Occidental Petroleum in 2019 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 403 increasing their positions, 425 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

16% more call options, than puts

Call options by funds: $894M | Put options by funds: $773M

3.79% more ownership

Funds ownership: 82.65%86.44% (+3.8%)

5% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 425

7% less funds holding

Funds holding: 1,1321,054 (-78)

21% less capital invested

Capital invested by funds: $41B → $32.5B (-$8.52B)

37% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 172

Holders
1,054
Holders Change
-78
Holders Change %
-6.89%
% of All Funds
22.89%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
109
Increased
403
Reduced
425
Closed
172
Calls
$894M
Puts
$773M
Net Calls
+$122M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
51
Capital Research Global Investors
California
$101M +$85.8K +1,524 +0.1%
Ameriprise
52
Ameriprise
Minnesota
$100M +$2.16M +38,356 +2%
CP
53
Coho Partners
Pennsylvania
$94M -$3.07M -54,634 -3%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$89.8M -$13.6M -241,081 -12%
Bessemer Group
55
Bessemer Group
New Jersey
$87.9M -$8.59M -152,714 -8%
AllianceBernstein
56
AllianceBernstein
Tennessee
$86M -$69.1M -1,227,490 -42%
Principal Financial Group
57
Principal Financial Group
Iowa
$83.7M -$38.5M -683,595 -29%
Barclays
58
Barclays
United Kingdom
$81.7M +$5.04M +89,523 +6%
Aberdeen Group
59
Aberdeen Group
United Kingdom
$80.5M -$155M -2,761,582 -63%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$80.4M -$10.1M -178,897 -10%
PPA
61
Parametric Portfolio Associates
Washington
$80.4M -$51.4M -913,313 -36%
AAMU
62
Amundi Asset Management US
Massachusetts
$80.2M +$4.22M +74,915 +5%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$78.3M -$14.1M -250,613 -14%
ECA
64
Encompass Capital Advisors
New York
$76.7M +$85.9M +1,526,372 New
Renaissance Technologies
65
Renaissance Technologies
New York
$75.4M +$7.14M +126,900 +9%
Swedbank
66
Swedbank
Sweden
$74.3M -$3.81M -67,696 -4%
EAM
67
Eagle Asset Management
Florida
$72.6M +$1.54M +27,443 +2%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$68.7M -$2.81M -49,935 -4%
Citigroup
69
Citigroup
New York
$67.3M +$28.9M +513,195 +62%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$64.7M +$12.1M +215,818 +20%
AII
71
AGF Investments Inc
Ontario, Canada
$63.8M -$3.07M -54,590 -4%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$61.3M -$288K -5,126 -0.4%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$61.2M +$14.9M +264,808 +28%
LWCFA
74
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61.1M +$3.15M +56,012 +5%
Mackenzie Financial
75
Mackenzie Financial
Ontario, Canada
$58.9M -$14M -249,558 -18%

OXY Hedge Fund Activity: Q2 2019 in Review

1,054 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2019, worth a combined $32.5B — down 21% from $41B a quarter earlier.

Sellers outnumbered buyers: 172 funds closed out of OXY and 109 opened new positions — a net loss of 63 holders — while 425 trimmed existing stakes and 403 added.

The largest buyer was Icahn Carl, opening a new position worth an estimated $1.87B. The largest seller was JP Morgan Chase, cutting an estimated $1.36B.

  • 1,054 institutional investors held Occidental Petroleum (OXY) as of Q2 2019, down from 1,132 in Q1 2019.
  • Funds reported $32.5B of Occidental Petroleum stock for Q2 2019, down 21% quarter-over-quarter.
  • 109 funds opened new Occidental Petroleum positions in Q2 2019 and 172 closed out, a net change of -63 holders.
  • The largest Occidental Petroleum buyer in Q2 2019 was Icahn Carl, an estimated $1.87B added.
  • The largest Occidental Petroleum seller in Q2 2019 was JP Morgan Chase, an estimated $1.36B sold.

Based on aggregated 13F filings for Q2 2019.