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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
TC
1001
Truvestments Capital
Florida
$96K +$94.3K +1,167 New
FWM
1002
Focused Wealth Management
New York
$94K -$162K -2,000 -63%
LF
1003
Lee Financial
Texas
$94K -$141K -1,748 -60%
HMS
1004
Hanseatic Management Services
New Mexico
$94K +$92.9K +1,150 New
IFA
1005
Interactive Financial Advisors
Illinois
$93K +$23.4K +289 +34%
WAP
1006
Wealthcare Advisory Partners
Pennsylvania
$91K -$15.8K -196 -15%
CI
1007
Cowen Inc
New York
$90K +$88.9K +1,100 New
VCM
1008
Versant Capital Management
Arizona
$89K -$7.35K -91 -8%
GWA
1009
Guidant Wealth Advisors
Illinois
$89K
ACS
1010
Archford Capital Strategies
Illinois
$88K -$19.8K -245 -19%
PI
1011
PineBridge Investments
New York
$87K -$8.81K -109 -9%
NCM
1012
Nelson Capital Management
California
$86K -$4.04K -50 -5%
AIS
1013
Accurate Investment Solutions
Pennsylvania
$86K
SIC
1014
Salem Investment Counselors
North Carolina
$86K
LFA
1015
Legacy Financial Advisors
Kentucky
$86K +$889 +11 +1%
ONST
1016
Old North State Trust
North Carolina
$82K +$80.8K +1,000 New
TPWA
1017
TRUE Private Wealth Advisors
Oregon
$80.6K +$78.6K +972 New
OFW
1018
Omnia Family Wealth
Florida
$78K +$81 +1 +0.1%
HI
1019
Hudock Inc
Pennsylvania
$76K +$566 +7 +0.8%
AFIA
1020
America First Investment Advisors
Nebraska
$74K
AF
1021
Allworth Financial
California
$72K +$404 +5 +0.6%
TNBTD
1022
Trustmark National Bank Trust Department
Mississippi
$69K +$67.4K +834 New
PMFA
1023
Plante Moran Financial Advisors
Michigan
$66K
TC
1024
Trust Company
Kansas
$66K
WC
1025
Whitnell & Co
Illinois
$66K

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.