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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
RIM
851
Regent Investment Management
Kentucky
$304K
DCM
852
Driehaus Capital Management
Illinois
$302K -$11.8K -146 -4%
SNT
853
Security National Trust
West Virginia
$301K -$6.63K -82 -2%
BIM
854
Bridges Investment Management
Nebraska
$300K
CHP
855
Cable Hill Partners
Oregon
$300K
MWM
856
Mission Wealth Management
California
$300K
BG
857
Bahl & Gaynor
Ohio
$299K -$1.21K -15 -0.4%
WJA
858
Williams Jones & Associates
New York
$298K
FHA
859
First Horizon Advisors
Tennessee
$298K +$14.3K +177 +5%
SC
860
Scotia Capital
Ontario, Canada
$298K +$293K +3,626 New
AIM
861
Anchor Investment Management
South Carolina
$297K
BFEC
862
Benjamin F. Edwards & Company
Missouri
$296K +$19.6K +242 +7%
CCA
863
Cobblestone Capital Advisors
New York
$294K
RT
864
Rockland Trust
Massachusetts
$294K +$16.6K +205 +6%
RG
865
Rathbones Group
United Kingdom
$293K
IWC
866
Integrated Wealth Concepts
Massachusetts
$292K -$10.3K -128 -4%
CCM
867
Covington Capital Management
California
$292K
FI
868
Fosun International
China
$292K +$291K +3,600 New
WIP
869
Wellesley Investment Partners
Massachusetts
$291K -$2.02K -25 -0.7%
TCOT
870
Trust Company of Toledo
Ohio
$291K
OIA
871
OneDigital Investment Advisors
Kansas
$290K -$4.85K -60 -2%
RFM
872
Royal Fund Management
Florida
$290K -$4.85K -60 -2%
RC
873
RegentAtlantic Capital
New Jersey
$290K +$12.1K +150 +4%
RIM
874
Redwood Investment Management
Arizona
$290K +$64.3K +795 +29%
PCM
875
Prelude Capital Management
New York
$288K -$1.2M -14,879 -81%

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.