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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
TI
901
tru Independence
Oregon
$44K +$150K +3,735 New
FIB
902
First Interstate Bank
Montana
$43K -$17.5K -437 -30%
RWA
903
Ropes Wealth Advisors
Massachusetts
$43K -$4.49K -112 -10%
VIM
904
Veritas Investment Management
United Kingdom
$43K
GC
905
Grace Capital
Massachusetts
$41K -$60.1K -1,500 -60%
AIS
906
Accurate Investment Solutions
Pennsylvania
$41K -$2.04K -51 -5%
M
907
MOTCO
Texas
$40K -$7.81K -195 -17%
AFIA
908
America First Investment Advisors
Nebraska
$37K
GDP
909
Great Diamond Partners
Maine
$37K +$36.7K +916 New
CB
910
CNB Bank
Pennsylvania
$36K
TL
911
TrueWealth LLC
Georgia
$36K +$3.69K +92 +12%
FCMT
912
Founders Capital Management (Texas)
Texas
$35K -$193K -4,807 -85%
CBT
913
Capital Bank & Trust
California
$34K -$311K -7,767 -90%
CAW
914
Cornerstone Advisors (Washington)
Washington
$34K -$30.8K -770 -48%
GWS
915
Glassman Wealth Services
Virginia
$34K -$11.5K -287 -26%
PFGIA
916
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$7.01K -175 -18%
FCB
917
First Command Bank
Texas
$32K
FCFS
918
First Command Financial Services
Texas
$32K
TPWA
919
TRUE Private Wealth Advisors
Oregon
$32K +$30.8K +770 New
GCM
920
Gables Capital Management
Florida
$30K -$1.6K -40 -5%
BWA
921
Burt Wealth Advisors
Maryland
$30K +$240 +6 +0.8%
KLWA
922
Kelly Lawrence W & Associates
California
$29K -$212K -5,300 -88%
BCA
923
Berman Capital Advisors
Georgia
$29K -$32.3K -806 -52%
TC
924
Trust Company
Kansas
$29K -$16K -400 -36%
FPB
925
First PREMIER Bank
South Dakota
$29K -$13K -325 -32%

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.