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Occidental Petroleum

1,054 hedge funds and large institutions have $32.5B invested in Occidental Petroleum in 2019 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 403 increasing their positions, 425 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

16% more call options, than puts

Call options by funds: $894M | Put options by funds: $773M

3.79% more ownership

Funds ownership: 82.65%86.44% (+3.8%)

5% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 425

7% less funds holding

Funds holding: 1,1321,054 (-78)

21% less capital invested

Capital invested by funds: $41B → $32.5B (-$8.52B)

37% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 172

Holders
1,054
Holders Change
-78
Holders Change %
-6.89%
% of All Funds
22.89%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
109
Increased
403
Reduced
425
Closed
172
Calls
$894M
Puts
$773M
Net Calls
+$122M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
76
Robeco Institutional Asset Management
Netherlands
$58.3M -$13.2M -235,178 -17%
USAA
77
United Services Automobile Association
Texas
$58.2M -$23.7M -421,106 -27%
Connor, Clark & Lunn Investment Management (CC&L)
78
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$57.9M +$45.6M +810,550 +238%
Citadel Advisors
79
Citadel Advisors
Florida
$55.8M +$43.2M +767,401 +224%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$54.3M -$3.3M -58,638 -5%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$52.4M -$2.69M -47,855 -4%
APG Asset Management
82
APG Asset Management
Netherlands
$51.2M +$54.9M +974,896 +530%
SCM
83
Sterling Capital Management
North Carolina
$50.8M +$4.03M +71,638 +8%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$47.9M -$4.25M -75,480 -7%
MHI
85
Miller Howard Investments
New York
$45.7M -$7.83M -139,155 -13%
WorldQuant Millennium Advisors
86
WorldQuant Millennium Advisors
New York
$44.9M +$23.6M +419,212 +88%
Balyasny Asset Management
87
Balyasny Asset Management
Illinois
$43.4M +$47.9M +851,962 +7,022%
Fisher Asset Management
88
Fisher Asset Management
Washington
$43.4M -$3.78M -67,088 -7%
ORIO
89
Old Republic International (ORI)
Illinois
$42.8M +$6.81M +121,000 +17%
H
90
Hexavest
Quebec, Canada
$42.4M +$19.4M +344,178 +69%
SCM
91
Smead Capital Management
Arizona
$42.2M +$47.2M +838,470 New
National Pension Service
92
National Pension Service
South Korea
$41.7M +$1.72M +30,483 +4%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.7M -$2.52M -44,704 -5%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$40.2M +$16.9M +300,000 +60%
SEI Investments
95
SEI Investments
Pennsylvania
$39.4M +$10.1M +178,982 +30%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$39.1M -$5.09M -90,400 -10%
First Trust Advisors
97
First Trust Advisors
Illinois
$39M -$15.9M -281,800 -27%
AA
98
ALPS Advisors
Colorado
$38M +$6.97M +123,898 +20%
Prudential Financial
99
Prudential Financial
New Jersey
$37.9M -$44.8K -796 -0.1%
UIM
100
USS Investment Management
United Kingdom
$36.7M -$73.8M -1,311,464 -64%

OXY Hedge Fund Activity: Q2 2019 in Review

1,054 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2019, worth a combined $32.5B — down 21% from $41B a quarter earlier.

Sellers outnumbered buyers: 172 funds closed out of OXY and 109 opened new positions — a net loss of 63 holders — while 425 trimmed existing stakes and 403 added.

The largest buyer was Icahn Carl, opening a new position worth an estimated $1.87B. The largest seller was JP Morgan Chase, cutting an estimated $1.36B.

  • 1,054 institutional investors held Occidental Petroleum (OXY) as of Q2 2019, down from 1,132 in Q1 2019.
  • Funds reported $32.5B of Occidental Petroleum stock for Q2 2019, down 21% quarter-over-quarter.
  • 109 funds opened new Occidental Petroleum positions in Q2 2019 and 172 closed out, a net change of -63 holders.
  • The largest Occidental Petroleum buyer in Q2 2019 was Icahn Carl, an estimated $1.87B added.
  • The largest Occidental Petroleum seller in Q2 2019 was JP Morgan Chase, an estimated $1.36B sold.

Based on aggregated 13F filings for Q2 2019.