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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
KTC
976
Kistler-Tiffany Companies
Pennsylvania
$11K +$10.6K +265 New
MF
977
Manchester Financial
California
$11K +$11K +274 New
DAM
978
Delta Asset Management
Tennessee
$10K -$40 -1 -0.4%
FNBOSM
979
First National Bank of South Miami
Florida
$10K
NSIM
980
North Star Investment Management
Illinois
$10K
PB
981
Pinnacle Bancorp
Nebraska
$10K
CHA
982
Carmichael Hill & Associates
Maryland
$10K +$10K +250 New
IWA
983
Intercontinental Wealth Advisors
Texas
$9K -$3.33K -83 -28%
SL
984
Savior LLC
Massachusetts
$9K +$8.41K +210 New
WHG
985
Westwood Holdings Group
Texas
$8K -$813K -20,290 -99%
FFC
986
First Financial Corp
Indiana
$8K -$20K -500 -71%
CAL
987
Capital Analysts LLC
Pennsylvania
$8K -$3.04K -76 -29%
FGAM
988
Financial Gravity Asset Management
Texas
$8K
FMP
989
Financial Management Professionals
Texas
$8K
RWG
990
Regal Wealth Group
California
$8K
SQA
991
Simon Quick Advisors
New Jersey
$8K +$7.93K +198 New
BAM
992
Bellevue Asset Management
Washington
$8K +$8.01K +200 New
TCCM
993
Timber Creek Capital Management
Massachusetts
$7K -$278K -6,937 -98%
RTC
994
Riverview Trust Company
Washington
$7K -$36.2K -904 -85%
PW
995
Price Wealth
Texas
$7K -$6.37K -159 -49%
PWMG
996
Prestige Wealth Management Group
New Jersey
$7K -$801 -20 -11%
HDIM
997
Hanson & Doremus Investment Management
Vermont
$7K
TCM
998
Tradewinds Capital Management
Washington
$7K
LJHT
999
Laurie J. Hall Trustee
$6K -$24.7K -616 -82%
TFO
1000
Tarbox Family Office
California
$6K -$4.13K -103 -42%

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.