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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
Loomis, Sayles & Company
801
Loomis, Sayles & Company
Massachusetts
$401K +$184K +2,279 +87%
EHWM
802
Eads & Heald Wealth Management
Georgia
$400K -$808 -10 -0.2%
MBTD
803
Mechanics Bank - Trust Department
California
$400K +$5.5K +68 +1%
BAS
804
Brown Advisory Securities
Maryland
$398K -$51.6K -638 -12%
IAMOG
805
Investors Asset Management of Georgia
Georgia
$398K
SFS
806
Sowell Financial Services
Arkansas
$394K -$121K -1,499 -24%
ECM
807
EagleClaw Capital Management
Massachusetts
$392K +$2.34K +29 +0.6%
SFG
808
SNS Financial Group
Minnesota
$391K +$3.07K +38 +0.8%
Wolverine Trading
809
Wolverine Trading
Illinois
$382K -$666K -8,245 -64%
FCI
810
Financial Counselors Inc
Kansas
$381K -$7.76K -96 -2%
ZIC
811
ZWJ Investment Counsel
Georgia
$381K +$56.6K +700 +18%
NIM
812
Northeast Investment Management
Massachusetts
$379K -$59K -730 -14%
LWAC
813
Laurel Wealth Advisors (California)
California
$377K -$4.04K -50 -1%
WAM
814
Wealthspire Advisors (Maryland)
Maryland
$373K -$73.5K -910 -17%
BONST
815
Bank of Nova Scotia Trust
Ontario, Canada
$368K +$5.01K +62 +1%
CA
816
Clearstead Advisors
Ohio
$364K -$5.42K -67 -1%
CAI
817
Capital Advisors Inc
Oklahoma
$360K -$48.5K -600 -12%
MCM
818
Maryland Capital Management
Maryland
$357K
BTNA
819
Bremer Trust National Association
Minnesota
$357K +$28.5K +353 +9%
MA
820
Mutual Advisors
Nebraska
$352K
SA
821
Strategic Advisors
New York
$347K +$38.3K +474 +13%
FIM
822
Freedom Investment Management
Connecticut
$347K +$67.9K +840 +24%
SSG
823
Summit Securities Group
New York
$345K -$162K -2,000 -32%
PGFC
824
Peapack-Gladstone Financial Corp
New Jersey
$344K -$67.9K -840 -17%
WHG
825
Westwood Holdings Group
Texas
$341K -$26.7K -330 -7%

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.