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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
VDBMI
951
Van Den Berg Management I
Texas
$209K -$28.1M -347,100 -99%
AL
952
Arnhold LLC
New York
$207K
IRC
953
Investors Research Corp
Georgia
$207K
AIM
954
Advantage Investment Management
Iowa
$207K +$113K +1,398 +125%
CC
955
Cedar Capital
Illinois
$207K +$204K +2,519 New
WEC
956
Winslow Evans & Crocker
Massachusetts
$206K -$592K -7,324 -75%
GC
957
Grace Capital
Massachusetts
$206K
MLFP
958
MPS Loria Financial Planners
Illinois
$206K +$566 +7 +0.3%
OWP
959
Obermeyer Wealth Partners
Colorado
$206K +$9.54K +118 +5%
MAM
960
Morse Asset Management
Connecticut
$205K
PWAG
961
Polaris Wealth Advisory Group
California
$205K +$202K +2,494 New
Boston Partners
962
Boston Partners
Massachusetts
$203K -$4.2K -52 -2%
NL
963
NWAM LLC
Washington
$203K +$81 +1 +0%
LP
964
LMR Partners
United Kingdom
$202K +$198K +2,453 New
SCM
965
Silvant Capital Management
Georgia
$178K
GLI
966
Guardian Life Insurance
New York
$178K +$3.64K +45 +2%
WTC
967
WhitTier Trust Company
Nevada
$173K -$14.1K -175 -8%
ST
968
Smithfield Trust
Pennsylvania
$172K +$10K +124 +6%
BG
969
Bollard Group
Massachusetts
$171K +$404 +5 +0.2%
LNB
970
Ledyard National Bank
$168K
FA
971
Fortis Advisors
Pennsylvania
$164K
MRCM
972
M&R Capital Management
New Jersey
$159K
MCM
973
MV Capital Management
Maryland
$157K -$2.18K -27 -1%
SMG
974
Spectrum Management Group
Indiana
$155K -$2.02K -25 -1%
OC
975
Oakworth Capital
Alabama
$152K -$4.36K -54 -3%

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.