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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
CB
876
Cadence Bank
Mississippi
$287K -$16.3K -202 -5%
AAMU
877
AEGON Asset Management (UK)
United Kingdom
$285K +$281K +3,473 New
KFC
878
Klingenstein Fields & Co
New York
$284K
JIC
879
Johnson Investment Counsel
Ohio
$283K +$51.8K +641 +23%
SFSIG
880
San Francisco Sentry Investment Group
California
$282K +$23K +285 +9%
KA
881
KLCM Advisors
Wisconsin
$278K +$5.17K +64 +2%
VIM
882
Vista Investment Management
Pennsylvania
$273K +$3.07K +38 +1%
VHAM
883
Van Hulzen Asset Management
California
$271K -$112K -1,385 -30%
CAM
884
Columbia Asset Management
Michigan
$271K +$242 +3 +0.1%
JCM
885
Jacobi Capital Management
Pennsylvania
$270K -$5.98K -74 -2%
GW
886
GW & Wade
Massachusetts
$269K +$81 +1 +0%
PV
887
Private Vista
Illinois
$268K -$26.9K -333 -9%
QPWM
888
Quadrant Private Wealth Management
Pennsylvania
$268K +$67.1K +830 +34%
WAM
889
Wolverine Asset Management
Illinois
$267K -$257K -3,184 -49%
AC
890
Abbrea Capital
California
$267K +$9.29K +115 +4%
GC
891
Garde Capital
Washington
$265K +$49.2K +609 +20%
SAS
892
Stelac Advisory Services
New York
$265K +$136K +1,677 +108%
FIA
893
FNY Investment Advisers
New York
$265K +$259K +3,210 +20,063%
PP
894
Paloma Partners
Connecticut
$264K -$2.78M -34,413 -91%
OIA
895
Optimum Investment Advisors
Illinois
$263K -$7.68K -95 -3%
WSTAM
896
Wilbanks Smith & Thomas Asset Management
Virginia
$263K -$1.46K -18 -0.6%
LCM
897
Logan Capital Management
Pennsylvania
$260K
SMM
898
Stadion Money Management
Georgia
$259K -$17.3K -214 -6%
QCG
899
Quadrant Capital Group
Ohio
$258K +$5.17K +64 +2%
CFG
900
Citizens Financial Group
Rhode Island
$257K -$2.75K -34 -1%

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.