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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
GBT
776
Grove Bank & Trust
Florida
$469K -$17.3K -214 -4%
PFPT
777
Pinnacle Financial Partners (Tennessee)
Tennessee
$468K +$2.18K +27 +0.5%
GT
778
Greenleaf Trust
Michigan
$466K -$63.8K -789 -12%
TCM
779
Tributary Capital Management
Nebraska
$464K -$12.1K -150 -3%
PFBT
780
Parkside Financial Bank & Trust
Missouri
$460K -$727 -9 -0.2%
GSBTD
781
Glenview State Bank Trust Department
Illinois
$454K +$889 +11 +0.2%
WAM
782
Wakefield Asset Management
Colorado
$453K +$445K +5,510 New
FCMT
783
Founders Capital Management (Texas)
Texas
$452K +$12.1K +150 +3%
IIM
784
Ipswich Investment Management
Massachusetts
$445K +$438K +5,415 New
MWP
785
MYCIO Wealth Partners
Pennsylvania
$443K +$3.88K +48 +0.9%
BFG
786
Barber Financial Group
Kansas
$440K
RPGK
787
Retirement Planning Group (Kansas)
Kansas
$440K
SC
788
Savant Capital
Illinois
$436K +$1.62K +20 +0.4%
MWM
789
Meridian Wealth Management
Kentucky
$435K +$56.4K +698 +15%
AB
790
Atlas Brown
Kentucky
$429K
AssetMark Inc
791
AssetMark Inc
California
$423K +$17.5K +216 +4%
CG
792
Colony Group
Massachusetts
$422K -$422K -5,217 -50%
VCWA
793
Vanguard Capital Wealth Advisors
Colorado
$422K +$416K +5,143 New
CNBT
794
Canandaigua National Bank & Trust
New York
$420K +$45.6K +564 +12%
AWM
795
Avior Wealth Management
Nebraska
$411K -$42.4K -525 -9%
BOTW
796
Bank of the West
California
$411K -$23.9K -296 -6%
AL
797
Aspiriant LLC
California
$411K -$6.71K -83 -2%
DWM
798
Destination Wealth Management
California
$409K -$5.9K -73 -1%
CHAM
799
Clear Harbor Asset Management
Connecticut
$404K
EWA
800
EP Wealth Advisors
California
$404K +$397K +4,915 New

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.