We are live on ! Find out more
OXY icon

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
LWANC
1026
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +75 New
CAM
1027
Columbia Asset Management
Michigan
$2.25K +$219K +5,463 New
VNA
1028
Valley National Advisers
Pennsylvania
$2K -$4.01K -100 -65%
AP
1029
Atwood & Palmer
Missouri
$2K
HWM
1030
Holloway Wealth Management
Florida
$2K
HCM
1031
Horrell Capital Management
Arkansas
$2K
MCM
1032
McMillion Capital Management
North Carolina
$2K
SWM
1033
Selective Wealth Management
Virginia
$2K +$40 +1 +2%
LFG
1034
Larson Financial Group
Missouri
$2K +$160 +4 +10%
RG
1035
Retirement Group
California
$2K +$1.56K +39 New
PFPT
1036
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K +$1.72K +43 New
WB
1037
West Bancorporation
Iowa
$2K +$1.84K +46 New
TCWM
1038
Total Clarity Wealth Management
Illinois
$2K +$2.32K +58 New
AC
1039
Asio Capital
Kentucky
$1.8K +$1.75M +43,590 New
KFS
1040
Kelly Financial Services
Massachusetts
$1.52K
BAM
1041
Barrett Asset Management
New York
$1K
FA
1042
Financial Advantage
Maryland
$1K
RCC
1043
Red Cedar Capital
Nebraska
$1K
RAM
1044
Riggs Asset Management
Pennsylvania
$1K
ACM
1045
Anfield Capital Management
California
$1K +$641 +16 New
BBA
1046
Braun-Bostich & Associates
Pennsylvania
$1K +$641 +16 New
TT
1047
TI-Trust
Illinois
$1K +$841 +21 New
LWM
1048
Lionsbridge Wealth Management
Florida
$1K +$921 +23 New
1W
1049
1776 Wealth
Georgia
$1K +$1.6K +40 New
MCM
1050
Mason Capital Management
New York
-$132M -2,968,100 Closed

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.