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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
RIM
726
Rampart Investment Management
Connecticut
$630K -$1.68M -20,736 -59%
PCG
727
Private Capital Group
Connecticut
$626K -$32K -396 -5%
CCM
728
Chilton Capital Management
Texas
$624K
S
729
SignatureFD
Georgia
$624K +$23.4K +290 +4%
PAM
730
Premier Asset Management
Illinois
$619K -$154K -1,900 -20%
MYIA
731
Mount Yale Investment Advisors
Colorado
$617K -$39.5K -489 -6%
KCM
732
Kornitzer Capital Management
Kansas
$616K -$20.2K -250 -3%
LCM
733
Leisure Capital Management
California
$615K +$11.7K +145 +2%
JG
734
Jefferies Group
New York
$612K -$582K -7,198 -49%
LCP
735
Legacy Capital Partners
Wisconsin
$606K -$24.2K -300 -4%
AWM
736
Altium Wealth Management
New York
$601K +$67.8K +839 +13%
FIM
737
Fernwood Investment Management
Massachusetts
$592K -$24.2K -300 -4%
FHA
738
Flagship Harbor Advisors
Massachusetts
$589K -$77.5K -959 -12%
CA
739
Cetera Advisors
Colorado
$586K +$211K +2,614 +58%
NIT
740
NumerixS Investment Technologies
British Columbia, Canada
$582K -$1.43M -17,688 -71%
Qube Research & Technologies (QRT)
741
Qube Research & Technologies (QRT)
United Kingdom
$580K +$337K +4,165 +144%
WG
742
Winton Group
United Kingdom
$576K -$25.5K -315 -4%
GI
743
Gradient Investments
Minnesota
$572K +$1.7K +21 +0.3%
MAA
744
Mraz Amerine & Associates
California
$568K
CCIA
745
Campbell & Co Investment Adviser
Maryland
$566K +$556K +6,884 New
PCM
746
Penserra Capital Management
California
$559K +$329K +4,065 +148%
LS
747
Livforsakringsbolaget Skandia
Sweden
$558K -$550K -6,800 -50%
BWM
748
BerganKDV Wealth Management
Minnesota
$553K +$66.7K +825 +14%
CCA
749
Checchi Capital Advisers
California
$542K +$63.2K +782 +13%
ANBT
750
American National Bank & Trust
Texas
$536K -$3.07K -38 -0.6%

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.