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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
OIA
826
Optimum Investment Advisors
Illinois
$150K -$17.5K -436 -11%
HIA
827
Harbor Investment Advisory
Maryland
$150K +$145K +3,631 New
BHWM
828
Bay Harbor Wealth Management
Maryland
$148K +$160 +4 +0.1%
CFG
829
Citizens Financial Group
Rhode Island
$142K -$27.3K -682 -16%
APA
830
American Portfolios Advisors
New York
$136K +$47.4K +1,184 +56%
CCM
831
Covington Capital Management
California
$132K -$10.7K -268 -8%
VC
832
Vestor Capital
Illinois
$132K +$73.3K +1,830 +134%
CC
833
Centiva Capital
New York
$128K +$125K +3,111 New
LAS
834
Lloyd Advisory Services
Georgia
$128K +$125K +3,117 New
EAM
835
Erste Asset Management
Austria
$125K
DMK
836
David M. Knott
$122K
RBC
837
Roble Belko & Company
Pennsylvania
$118K
THWM
838
Taylor Hoffman Wealth Management
Virginia
$117K -$84.1K -2,100 -42%
IRC
839
Investors Research Corp
Georgia
$117K
Carson Wealth (CWM LLC)
840
Carson Wealth (CWM LLC)
Nebraska
$116K
FHA
841
First Horizon Advisors
Tennessee
$116K +$2.68K +67 +2%
LF
842
Lee Financial
Texas
$112K +$921 +23 +0.9%
QCG
843
Quadrant Capital Group
Ohio
$108K -$162K -4,042 -58%
GLI
844
Guardian Life Insurance
New York
$108K +$521 +13 +0.5%
SAM
845
S.A. Mason
Michigan
$105K +$102K +2,540 New
CIA
846
CSat Investment Advisory
Michigan
$103K -$44.1K -1,100 -31%
BWM
847
BerganKDV Wealth Management
Minnesota
$100K -$22.5K -561 -19%
PCM
848
Pinz Capital Management
New York
$99K +$96.1K +2,400 New
AF
849
Advisornet Financial
Minnesota
$97K -$40.2K -1,004 -30%
SCA
850
Stonebridge Capital Advisors
Minnesota
$95K -$7.93K -198 -8%

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.