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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
BFC
926
Bedel Financial Consulting
Indiana
$29K
OSAM
927
O'Shaughnessy Asset Management
Connecticut
$28K +$27K +674 New
JFA
928
JNBA Financial Advisors
Minnesota
$25K
ST
929
Sageworth Trust
Pennsylvania
$25K +$24.6K +615 New
KPCM
930
Kings Point Capital Management
New York
$24K
IFA
931
Interactive Financial Advisors
Illinois
$24K +$23.3K +581 New
LPWM
932
Lake Point Wealth Management
Texas
$24K +$23.6K +590 New
O
933
Ossiam
France
$23K -$361 -9 -2%
CPA
934
Cowen Prime Advisors
New York
$23K
RWML
935
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$22.8K
ST
936
Smithfield Trust
Pennsylvania
$22K -$17.6K -440 -45%
AIC
937
Ameritas Investment Company
Nebraska
$22K -$5.01K -125 -19%
ATC
938
Adirondack Trust Company
New York
$21K -$11.2K -280 -35%
CYG
939
Clean Yield Group
Vermont
$21K -$5.85K -146 -23%
HGWM
940
Harvest Group Wealth Management
Massachusetts
$21K +$361 +9 +2%
WAS
941
Winch Advisory Services
Wisconsin
$20K -$3.81K -95 -16%
SC
942
Skylands Capital
Wisconsin
$20K
GAM
943
Gemmer Asset Management
California
$20K +$200 +5 +1%
PA
944
PSI Advisors
Florida
$20K +$20K +500 New
EWM
945
Edge Wealth Management
New York
$19K -$12K -300 -39%
TF
946
Tompkins Financial
New York
$19K -$3.77K -94 -17%
CFFP
947
Center for Financial Planning
Michigan
$19K +$18.5K +463 New
GFPC
948
Global Financial Private Client
Florida
$19K +$18.5K +461 New
GTAM
949
Global Trust Asset Management
Florida
$18K
WFMPM
950
Woodley Farra Manion Portfolio Management
Indiana
$18K +$17.9K +447 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.