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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
DSC
876
Duncker Streett & Co
Missouri
$64K +$62.4K +1,558 New
PG
877
Proffitt & Goodson
Tennessee
$61K
FMTCOCP
878
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$60K -$345K -8,600 -85%
EWM
879
EPG Wealth Management
Georgia
$60K +$58.4K +1,459 New
GEA
880
Glen Eagle Advisors
New Jersey
$59.5K -$5.01K -125 -8%
AL
881
AJO LP
Pennsylvania
$59K
MCM
882
Manchester Capital Management
Vermont
$57K -$49.8K -1,243 -48%
BCWM
883
Bartlett & Co Wealth Management
Ohio
$57K -$14.3K -357 -21%
RE
884
RBC Europe
United Kingdom
$56.2K
MPWT
885
MassMutual Private Wealth & Trust
Connecticut
$55K -$29.4K -734 -35%
TSW
886
Thompson Siegel & Walmsley
Virginia
$55K
LWM
887
Liberty Wealth Management
California
$55K +$17.6K +439 +48%
VCP
888
Verus Capital Partners
Arizona
$55K +$53.3K +1,331 New
WB
889
Webster Bank
Connecticut
$53K -$4.01K -100 -7%
GRP
890
Global Retirement Partners
California
$53K -$921 -23 -2%
GI
891
Gradient Investments
Minnesota
$51K -$14.5K -363 -23%
BL
892
Balentine LLC
Georgia
$50K +$33.1K +826 +213%
RMAM
893
Raab & Moskowitz Asset Management
New Jersey
$50K +$49.5K +1,236 New
MRCM
894
M&R Capital Management
New Jersey
$49K -$4.01K -100 -8%
ONST
895
Old North State Trust
North Carolina
$48K
AF
896
Allworth Financial
California
$48K +$3.52K +88 +8%
VRM
897
Vectors Research Management
New York
$45K +$39.4K +983 +840%
PMFA
898
Plante Moran Financial Advisors
Michigan
$44K
SIC
899
Salem Investment Counselors
North Carolina
$44K +$1K +25 +2%
TA
900
TFG Advisers
Michigan
$44K +$43.3K +1,080 New

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.