We are live on ! Find out more
OXY icon

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
WB
1026
Webster Bank
Connecticut
$65K +$11.5K +142 +22%
CB
1027
Community Bank
New York
$64K
MNBTD
1028
Moody National Bank Trust Division
Texas
$64K +$62.6K +775 New
FCB
1029
First Command Bank
Texas
$62K
FCFS
1030
First Command Financial Services
Texas
$62K
GCM
1031
Gables Capital Management
Florida
$62K
GWS
1032
Glassman Wealth Services
Virginia
$61K -$1.94K -24 -3%
HIM
1033
Hillsdale Investment Management
Ontario, Canada
$58K -$218K -2,700 -79%
MCM
1034
Monument Capital Management
Virginia
$58K
TL
1035
TrueWealth LLC
Georgia
$58K
DAM
1036
Delta Asset Management
Tennessee
$57K -$10.5K -130 -16%
PFGIA
1037
Patriot Financial Group Insurance Agency
Massachusetts
$55K +$32.9K +407 +153%
IBOK
1038
Independence Bank of Kentucky
Kentucky
$54K
JA
1039
JOYN Advisors
Georgia
$54K +$8K +99 +18%
ATC
1040
Adirondack Trust Company
New York
$53K +$1.21K +15 +2%
FPFS
1041
First Personal Financial Services
North Carolina
$53K +$8.89K +110 +21%
NFG
1042
Next Financial Group
Texas
$52K +$50.7K +627 New
FFC
1043
First Financial Corp
Indiana
$49K
SIAP
1044
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$49K
MFBTD
1045
MB Financial Bank - Trust Department
Illinois
$49K +$8.08K +100 +20%
CM
1046
CoreCommodity Management
Connecticut
$48K -$174K -2,149 -79%
FPB
1047
First PREMIER Bank
South Dakota
$48K +$4.04K +50 +9%
CPA
1048
Cowen Prime Advisors
New York
$45K
PGWM
1049
Parisi Gray Wealth Management
New Jersey
$45K
QAM
1050
QCI Asset Management
New York
$44K -$16.2K -200 -27%

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.