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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
HIMC
826
Heritage Investors Management Corp
Maryland
$339K
CIM
827
CIM Investment Management
Pennsylvania
$335K -$162 -2 -0%
SWM
828
Segment Wealth Management
Texas
$333K +$55.7K +689 +20%
FCBT
829
First Citizens Bank & Trust
North Carolina
$330K -$29.4K -364 -8%
RMC
830
Resources Management Corp
Connecticut
$330K +$325K +4,025 New
SGCA
831
Steel Grove Capital Advisors
Tennessee
$329K -$62.1K -769 -16%
FMLI
832
Fukoku Mutual Life Insurance
Japan
$329K
Lido Advisors
833
Lido Advisors
California
$329K +$126K +1,563 +65%
EWF
834
Epstein & White Financial
California
$322K -$228K -2,824 -42%
FIM
835
Fruth Investment Management
Texas
$321K
DWM
836
Dakota Wealth Management
Florida
$320K -$14.7K -182 -4%
MCA
837
Mercer Capital Advisers
New Jersey
$320K
II
838
Inspire Investing
Idaho
$317K +$18.6K +230 +6%
EWM
839
Empirical Wealth Management
Washington
$316K +$75.2K +930 +32%
MC
840
Middleton & Co
Massachusetts
$315K -$78.8K -975 -20%
HA
841
Harfst & Associates
Wyoming
$312K +$17.8K +220 +6%
CIC
842
Carnegie Investment Counsel
Ohio
$311K +$1.78K +22 +0.5%
FWM
843
Frontier Wealth Management
Missouri
$310K -$344K -4,255 -53%
CL
844
Choreo LLC
Illinois
$310K -$32.1K -397 -10%
BPB
845
Badgley, Phelps & Bell
Washington
$310K -$7.27K -90 -2%
GIM
846
Goelzer Investment Management
Indiana
$309K +$5.5K +68 +2%
FFWA
847
FRG Family Wealth Advisors
Washington
$307K -$376K -4,650 -55%
AW
848
ACG Wealth
Georgia
$305K -$52.8K -653 -15%
GCP
849
GSA Capital Partners
United Kingdom
$304K -$4.32M -53,396 -94%
ARMT
850
Amica Retiree Medical Trust
Rhode Island
$304K

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.