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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
AAMU
51
Amundi Asset Management US
Massachusetts
$78.1M +$7.38M +184,146 +11%
Renaissance Technologies
52
Renaissance Technologies
New York
$77.6M +$36.6M +914,500 +94%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$74.9M -$1.63M -40,600 -2%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$73M +$805K +20,104 +1%
N
55
Natixis
France
$72.9M +$32.4M +808,405 +82%
Deutsche Bank
56
Deutsche Bank
Germany
$69.4M -$26.6M -664,372 -28%
PPA
57
Parametric Portfolio Associates
Washington
$69M -$49.8M -1,242,127 -43%
Luther King Capital Management (LKCM)
58
Luther King Capital Management (LKCM)
Texas
$68.1M -$10.3M -257,325 -13%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$66.8M -$8.82M -220,058 -12%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$65.3M +$4.71M +117,472 +8%
Canada Life
61
Canada Life
Manitoba, Canada
$62.2M -$34.8M -869,576 -36%
Principal Financial Group
62
Principal Financial Group
Iowa
$61.5M -$1.74M -43,333 -3%
Barclays
63
Barclays
United Kingdom
$60.2M +$4.56M +113,925 +8%
JP Morgan Chase
64
JP Morgan Chase
New York
$59.6M -$14.8M -368,773 -20%
AllianceBernstein
65
AllianceBernstein
Tennessee
$58.3M -$1.92M -47,804 -3%
Citigroup
66
Citigroup
New York
$58.3M +$17.2M +428,901 +44%
Prudential Financial
67
Prudential Financial
New Jersey
$54.6M +$18.8M +468,293 +55%
Swedbank
68
Swedbank
Sweden
$53.7M -$5.03M -125,598 -9%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$53M -$7.53K -188 -0%
National Pension Service
70
National Pension Service
South Korea
$52.5M +$8.37M +209,023 +20%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$51.4M +$5.81M +145,089 +13%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$50.3M -$1.2M -29,983 -2%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$49.9M +$543K +13,558 +1%
First Trust Advisors
74
First Trust Advisors
Illinois
$47.9M +$6.89M +172,105 +17%
ECA
75
Encompass Capital Advisors
New York
$46.4M +$45.1M +1,127,018 New

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.