Occidental Petroleum
OXY
1,131 hedge funds and large institutions have $41B invested in Occidental Petroleum in 2019 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 469 increasing their positions, 404 reducing their positions, and 93 closing their positions.
51% more call options, than puts
Call options by funds: $285M | Put options by funds: $189M
30% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 93
16% more repeat investments, than reductions
Existing positions increased: 469 | Existing positions reduced: 404
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
6% more capital invested
Capital invested by funds: $38.5B → $41B (+$2.48B)
2% more funds holding
Funds holding: 1,112 → 1,131 (+19)
1.08% less ownership
Funds ownership: 83.73% → 82.65% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$187M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$157M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$155M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$123M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$71.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$681M |
| 2 |
LCS
Levin Capital Strategies
New York
|
-$208M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$162M |
| 4 |
BlackRock
New York
|
-$144M |
| 5 |
Millennium Management
New York
|
-$142M |
OXY Hedge Fund Activity: Q1 2019 in Review
1,131 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q1 2019, worth a combined $41B — up 6.4% from $38.5B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new OXY positions and 93 closed out — a net gain of 28 holders — while 469 added to existing stakes and 404 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $187M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $681M.
- 1,131 institutional investors held Occidental Petroleum (OXY) as of Q1 2019, up from 1,112 in Q4 2018.
- Funds reported $41B of Occidental Petroleum stock for Q1 2019, up 6.4% quarter-over-quarter.
- 121 funds opened new Occidental Petroleum positions in Q1 2019 and 93 closed out, a net change of +28 holders.
- The largest Occidental Petroleum buyer in Q1 2019 was T. Rowe Price Associates, an estimated $187M added.
- The largest Occidental Petroleum seller in Q1 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $681M sold.
Based on aggregated 13F filings for Q1 2019.