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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
SIA
801
Strategic Investment Advisors
Michigan
$200K +$7.49K +187 +4%
TNA
802
True North Advisors
Texas
$200K +$195K +4,864 New
AWA
803
Arkadios Wealth Advisors
Georgia
$199K +$190K +4,735 New
MCA
804
Mercer Capital Advisers
New Jersey
$195K -$5.85K -146 -3%
PA
805
Procyon Advisors
Connecticut
$185K +$180K +4,497 New
OAMG
806
Odey Asset Management Group
United Kingdom
$181K -$3.22M -80,400 -95%
CFGS
807
Concourse Financial Group Securities
Alabama
$177K +$117K +2,916 +225%
VFA
808
Valeo Financial Advisors
Indiana
$176K -$65.3K -1,631 -28%
FCA
809
FinTrust Capital Advisors
South Carolina
$175K +$135K +3,363 +379%
SNT
810
Security National Trust
West Virginia
$174K -$3.37K -84 -2%
SFFS
811
Stonehage Fleming Financial Services
Jersey
$173K -$292K -7,280 -63%
EP
812
Eudaimonia Partners
Tennessee
$173K +$169K +4,208 New
RMC
813
Resources Management Corp
Connecticut
$171K -$8.01K -200 -5%
HPC
814
HM Payson & Co
Maine
$170K -$186K -4,655 -53%
AP
815
Americana Partners
Texas
$170K +$162K +4,032 New
AIM
816
Anchor Investment Management
South Carolina
$167K +$1.72K +43 +1%
S
817
SignatureFD
Georgia
$167K -$35.6K -889 -18%
SG Americas Securities
818
SG Americas Securities
New York
$165K -$3.77M -94,048 -96%
PCG
819
Private Capital Group
Connecticut
$165K -$43K -1,074 -21%
WTC
820
WhitTier Trust Company
Nevada
$164K +$49.4K +1,234 +45%
CFG
821
CKW Financial Group
Hawaii
$163K
BCA
822
Bray Capital Advisors
Florida
$161K -$48.1K -1,200 -24%
PP
823
Pacifica Partners
Canada
$158K +$154K +3,833 New
RFA
824
Reilly Financial Advisors
California
$157K -$192K -4,787 -56%
AWM
825
Avior Wealth Management
Nebraska
$151K +$32.3K +806 +51%

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.