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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
Two Sigma Advisers
76
Two Sigma Advisers
New York
$46M -$157M -3,925,826 -78%
LWCFA
77
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.3M -$7.86M -196,292 -16%
Millennium Management
78
Millennium Management
New York
$41.2M -$11M -275,288 -22%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$40.8M -$479K -11,959 -1%
Mitsubishi UFJ Trust & Banking
80
Mitsubishi UFJ Trust & Banking
Japan
$40.6M -$2.21M -55,118 -5%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.1M -$1.33M -33,160 -3%
MHI
82
Miller Howard Investments
New York
$40M -$4.27M -106,620 -10%
Victory Capital Management
83
Victory Capital Management
Texas
$39.7M -$5.24M -130,864 -12%
AA
84
ALPS Advisors
Colorado
$39.1M +$6.05M +151,137 +19%
SEI Investments
85
SEI Investments
Pennsylvania
$38.4M -$8.51M -212,391 -19%
ELI
86
Empire Life Investments
Ontario, Canada
$37.6M +$12.1M +300,893 +49%
LCS
87
Levin Capital Strategies
New York
$37.1M +$22.2M +554,587 +160%
DRZID
88
DePrince Race & Zollo Inc (DRZ)
Florida
$36.2M +$4.23M +105,610 +14%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$35.7M +$2.99M +74,686 +9%
H
90
Hexavest
Quebec, Canada
$34.3M -$455K -11,363 -1%
SDIC
91
South Dakota Investment Council
South Dakota
$33.3M -$187K -4,660 -0.6%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$32.8M +$1.5M +37,561 +5%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$30.9M -$119K -2,982 -0.4%
PI
94
Putnam Investments
Massachusetts
$30.7M +$292K +7,291 +1%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$30.4M +$12.5M +310,894 +73%
DKCM
96
Davidson Kempner Capital Management
New York
$30.2M
Stifel Financial
97
Stifel Financial
Missouri
$29.1M +$1.2M +29,925 +4%
AT
98
AMF Tjänstepension
Sweden
$28.1M -$1.34M -33,372 -5%
Fisher Asset Management
99
Fisher Asset Management
Washington
$27.5M -$8.33M -207,893 -24%
Neuberger Berman Group
100
Neuberger Berman Group
New York
$27.3M -$7.33M -182,966 -22%

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.