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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
PHK
776
Point72 Hong Kong
Hong Kong
$222K +$215K +5,379 New
IIM
777
Ipswich Investment Management
Massachusetts
$219K -$2.32K -58 -1%
JIC
778
Johnson Investment Counsel
Ohio
$218K -$11.5K -288 -5%
QAM
779
QCI Asset Management
New York
$217K +$60.4K +1,507 +40%
NIM
780
NuWave Investment Management
New Jersey
$217K +$172K +4,302 +446%
WEC
781
Winslow Evans & Crocker
Massachusetts
$216K -$49.5K -1,236 -19%
MBTD
782
Mechanics Bank - Trust Department
California
$216K -$20K -500 -9%
CRC
783
Curi RMB Capital
Illinois
$216K -$19.1K -476 -8%
EWM
784
Evercore Wealth Management
New York
$215K -$65.7K -1,640 -24%
SC
785
SouthState Corp
Florida
$215K -$39.1K -977 -16%
RG
786
Rathbones Group
United Kingdom
$215K
MWP
787
MYCIO Wealth Partners
Pennsylvania
$214K -$21.4K -533 -9%
DI
788
DFPG Investments
Utah
$213K +$181K +4,514 New
FWM
789
Frontier Wealth Management
Missouri
$213K +$207K +5,171 New
WPC
790
White Pine Capital
Minnesota
$211K +$205K +5,128 New
FHA
791
Flagship Harbor Advisors
Massachusetts
$208K -$122K -3,034 -38%
EH
792
Equitable Holdings
New York
$208K +$203K +5,055 New
TNB
793
TCF National Bank
South Dakota
$206K -$41.7K -1,040 -17%
CFS
794
CRA Financial Services
New Jersey
$205K +$199K +4,975 New
BPM
795
Bowling Portfolio Management
Ohio
$204K -$6.49K -162 -3%
CIC
796
Carnegie Investment Counsel
Ohio
$204K +$198K +4,950 New
CHAM
797
Clear Harbor Asset Management
Connecticut
$204K -$4.01K -100 -2%
IA
798
IndexIQ Advisors
New York
$203K -$419K -10,465 -68%
SIM
799
Sentry Investment Management
Wisconsin
$203K +$165K +4,108 +497%
TCOT
800
Trust Company of Toledo
Ohio
$202K

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.