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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
PA
976
Parallel Advisors
California
$151K -$8.08K -100 -5%
KA
977
Kaizen Advisory
Illinois
$147K
EFSCE
978
Enterprise Financial Services Corp (EFSC)
Missouri
$146K
TSW
979
Thompson Siegel & Walmsley
Virginia
$142K
GEA
980
Glen Eagle Advisors
New Jersey
$141K +$18.2K +225 +15%
FMB
981
Field & Main Bank
Kentucky
$140K -$12.1K -150 -8%
WIA
982
Westbourne Investment Advisors
Maryland
$138K +$136K +1,678 New
VFA
983
Valeo Financial Advisors
Indiana
$136K -$1.21K -15 -0.7%
BFC
984
Bedel Financial Consulting
Indiana
$128K
FPS
985
Fieldpoint Private Securities
Connecticut
$125K
DSC
986
Duncker Streett & Co
Missouri
$124K
RWA
987
Ropes Wealth Advisors
Massachusetts
$116K +$24.3K +301 +27%
CPH
988
C Partners Holding
Switzerland
$115K -$118K -1,466 -51%
FIB
989
First Interstate Bank
Montana
$114K
NIM
990
NuWave Investment Management
New Jersey
$110K -$343K -4,246 -76%
MIFH
991
Migdal Insurance & Financial Holdings
Israel
$109K +$67.6K +837 +171%
PR
992
Payden & Rygel
California
$107K
MPIA
993
Mountain Pacific Investment Advisers
Idaho
$107K +$105K +1,300 New
GRP
994
Global Retirement Partners
California
$106K -$13.3K -164 -11%
CFGS
995
Concourse Financial Group Securities
Alabama
$105K +$102K +1,262 New
AF
996
Advisornet Financial
Minnesota
$104K -$19.2K -237 -16%
BWA
997
Burt Wealth Advisors
Maryland
$102K -$12K -148 -11%
AA
998
Ancora Advisors
Ohio
$99K +$96.7K +1,197 New
HR
999
Howe & Rusling
New York
$98K -$1.78K -22 -2%
SFG
1000
SevenBridge Financial Group
Pennsylvania
$96K

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.