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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
HA
751
Harbor Advisors
Florida
$247K
ACM
752
Alta Capital Management
Utah
$247K +$240K +6,000 New
American Century Companies
753
American Century Companies
Missouri
$246K -$4.24M -105,795 -95%
APC
754
Aspire Private Capital
North Carolina
$246K -$6.85K -171 -3%
MC
755
Mathes Company
New York
$244K +$49.8K +1,244 +27%
SFG
756
SNS Financial Group
Minnesota
$244K +$237K +5,925 New
CEP
757
Chicago Equity Partners
Illinois
$243K -$406K -10,143 -63%
CAN
758
Claraphi Advisory Network
United States
$240K +$233K +5,823 New
AF
759
Arrow Financial
New York
$239K -$47.6K -1,187 -17%
CAM
760
Cresset Asset Management
Illinois
$239K -$43.4K -1,083 -16%
MIFH
761
Migdal Insurance & Financial Holdings
Israel
$239K +$15.1K +376 +7%
RPGK
762
Retirement Planning Group (Kansas)
Kansas
$238K +$14.5K +363 +7%
LCP
763
Legacy Capital Partners
Wisconsin
$237K -$32.2K -805 -12%
PCAP
764
Pratt Collard Advisory Partners
New York
$235K -$62.1K -1,550 -21%
AIM
765
ARGA Investment Management
Connecticut
$233K +$226K +5,643 New
BOS
766
Bingham Osborn & Scarborough
California
$232K -$921 -23 -0.4%
ARMC
767
American Research & Management Company
Massachusetts
$231K -$298K -7,433 -57%
IUHSA
768
Itau Unibanco Holding S.A.
Brazil
$230K +$224K +5,581 New
RA
769
Rational Advisors
New York
$228K +$177K +4,410 +397%
AC
770
Allstate Corporation
Illinois
$228K +$222K +5,537 New
RIA
771
Realta Investment Advisors
Delaware
$227K -$11.1K -276 -5%
9WM
772
9258 Wealth Management
Ohio
$225K +$219K +5,468 New
PFBT
773
Parkside Financial Bank & Trust
Missouri
$223K -$19.8K -495 -8%
BFG
774
Barber Financial Group
Kansas
$223K
FMLI
775
Fukoku Mutual Life Insurance
Japan
$222K +$24K +600 +13%

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.