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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
LS
726
Livforsakringsbolaget Skandia
Sweden
$269K -$152K -3,800 -37%
NFG
727
Next Financial Group
Texas
$269K +$57.3K +1,430 +28%
SDAM
728
Shulman DeMeo Asset Management
New York
$268K -$258K -6,432 -50%
YAL
729
Your Advocates Ltd
Texas
$268K +$260K +6,500 New
LWAC
730
Laurel Wealth Advisors (California)
California
$267K +$28.8K +718 +12%
Financial Engines Advisors
731
Financial Engines Advisors
California
$266K -$165K -4,131 -39%
MA
732
Mutual Advisors
Nebraska
$266K -$17.1K -427 -6%
FAM
733
Formidable Asset Management
Ohio
$265K -$46.9K -1,170 -16%
SMH
734
Sanders Morris Harris
Texas
$262K -$13.1K -327 -5%
SWM
735
SeaCrest Wealth Management
New York
$262K +$4.13K +103 +2%
HB
736
Horizon Bancorp
Indiana
$262K +$255K +6,361 New
OC
737
Oarsman Capital
Wisconsin
$261K -$4.73K -118 -2%
AT
738
Arden Trust
Delaware
$260K -$189K -4,710 -43%
DWT
739
Dorsey & Whitney Trust
South Dakota
$260K -$94.7K -2,364 -27%
NL
740
NWAM LLC
Washington
$257K -$144K -3,591 -37%
GT
741
Glenview Trust
Kentucky
$257K -$36.5K -912 -13%
SBIA
742
Sheaff Brock Investment Advisors
Indiana
$257K -$8.97K -224 -3%
SIC
743
Samalin Investment Counsel
New York
$257K +$250K +6,248 New
SM
744
Sciencast Management
New Jersey
$255K -$890K -22,214 -80%
SB
745
Simmons Bank
Arkansas
$255K -$397K -9,911 -62%
SWP
746
Stratos Wealth Partners
Ohio
$255K +$41.6K +1,039 +20%
IFWM
747
Institute for Wealth Management
Colorado
$253K -$149K -3,713 -38%
LWM
748
Lyons Wealth Management
Florida
$251K -$84.1K -2,100 -26%
BCM
749
BTC Capital Management
Iowa
$249K
OAM
750
Oppenheimer Asset Management
New York
$248K -$27.7K -691 -10%

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.