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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
ICM
926
IMS Capital Management
Oregon
$232K -$566 -7 -0.2%
HFP
927
Holistic Financial Partners
Indiana
$232K +$228K +2,818 New
AT
928
Arden Trust
Delaware
$231K -$331K -4,090 -59%
FMWA
929
Forvis Mazars Wealth Advisors
Missouri
$231K +$4.77K +59 +2%
FCH
930
Freestone Capital Holdings
Washington
$231K +$228K +2,816 New
PTC
931
Petrus Trust Company
Texas
$230K +$226K +2,798 New
CAMG
932
CWA Asset Management Group
Florida
$229K -$14.1K -174 -6%
CCM
933
Coldstream Capital Management
Washington
$229K +$22.5K +279 +11%
RE
934
RBC Europe
United Kingdom
$225K
SCA
935
Stokes Capital Advisors
South Carolina
$224K +$18.5K +229 +9%
Voloridge Investment Management
936
Voloridge Investment Management
Florida
$222K -$18.1M -223,361 -99%
SSB
937
Sandy Spring Bank
Maryland
$221K
WDL
938
Well Done LLC
Michigan
$220K
AW
939
Alpha Windward
Massachusetts
$220K +$1.29K +16 +0.6%
Jones Financial Companies
940
Jones Financial Companies
Missouri
$220K +$2.1K +26 +1%
POIA
941
Pin Oak Investment Advisors
Texas
$219K -$30.5K -378 -12%
EFS
942
Essex Financial Services
Connecticut
$217K -$53.3K -660 -20%
CICI
943
Capital Investment Counsel Inc
North Carolina
$217K -$29.3K -363 -12%
GP
944
Girard Partners
Pennsylvania
$217K +$214K +2,650 New
LRIC
945
Long Road Investment Counsel
Michigan
$216K
OCM
946
Osterweis Capital Management
California
$216K +$213K +2,632 New
MCM
947
Manchester Capital Management
Vermont
$215K
GLA
948
Good Life Advisors
Pennsylvania
$215K +$16.8K +208 +9%
WA
949
WBH Advisory
Maryland
$213K -$38.5K -477 -15%
TFS
950
TrustCore Financial Services
Tennessee
$211K +$7.03K +87 +4%

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.