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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
MHS
901
M Holdings Securities
Oregon
$255K +$4.93K +61 +2%
BDF
902
Balasa Dinverno & Foltz
$255K +$8.49K +105 +4%
IWP
903
Icon Wealth Partners
Texas
$254K -$22K -272 -8%
SCA
904
Stonebridge Capital Advisors
Minnesota
$253K -$4.04K -50 -2%
BCM
905
BTR Capital Management
California
$252K +$248K +3,070 New
WWM
906
Windsor Wealth Management
Indiana
$251K -$29.7K -368 -11%
WP
907
WealthSource Partners
California
$251K -$14.5K -180 -6%
SIM
908
SSI Investment Management
California
$251K +$247K +3,055 New
VF
909
Virtu Financial
New York
$250K -$797K -9,856 -76%
XS
910
XR Securities
Illinois
$250K -$308K -3,808 -56%
RMDI
911
R.M. Davis Inc
Maine
$249K +$25.1K +310 +11%
LNC
912
Lincoln National Corp
Pennsylvania
$249K +$246K +3,038 New
WA
913
WealthTrust Axiom
Pennsylvania
$249K +$246K +3,040 New
HCM
914
Howland Capital Management
Massachusetts
$246K +$6.14K +76 +3%
BRM
915
Boston Research & Management
Massachusetts
$244K
VDI
916
Vaughan David Investments
Illinois
$241K +$15.9K +197 +7%
UCMOK
917
United Capital Management of KS
Kansas
$241K +$245K +3,033 New
TW
918
Transform Wealth
Colorado
$240K -$4.12K -51 -2%
APP
919
Avantax Planning Partners
Iowa
$238K -$2.5K -31 -1%
WAOTB
920
Wealth Advisors of Tampa Bay
Florida
$238K +$6.87K +85 +3%
IAA
921
Independent Advisor Alliance
North Carolina
$237K -$8.4K -104 -3%
AWM
922
Aries Wealth Management
Maine
$237K
RFA
923
Reilly Financial Advisors
California
$235K
HCA
924
Harbour Capital Advisors
Virginia
$234K
SCA
925
Snowden Capital Advisors
New York
$233K +$27.3K +338 +14%

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.