Occidental Petroleum
1,098 hedge funds and large institutions have $40.9B invested in Occidental Petroleum in 2018 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 395 increasing their positions, 423 reducing their positions, and 100 closing their positions.
30% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 100
2% more funds holding
Funds holding: 1,079 → 1,098 (+19)
0.63% less ownership
Funds ownership: 82.79% → 82.15% (-0.63%)
7% less repeat investments, than reductions
Existing positions increased: 395 | Existing positions reduced: 423
12% less capital invested
Capital invested by funds: $46.6B → $40.9B (-$5.74B)
19% less funds holding in top 10
Funds holding in top 10: 21 → 17 (-4)
29% less call options, than puts
Call options by funds: $338M | Put options by funds: $474M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$542M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$416M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$183M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$154M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$817M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$386M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$237M |
| 4 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
-$218M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$178M |
OXY Hedge Fund Activity: Q1 2018 in Review
1,098 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q1 2018, worth a combined $40.9B — down 12% from $46.6B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new OXY positions and 100 closed out — a net gain of 30 holders — while 395 added to existing stakes and 423 trimmed.
The largest buyer was Capital World Investors, adding an estimated $542M. The largest seller was Bank of America, cutting an estimated $817M.
- 1,098 institutional investors held Occidental Petroleum (OXY) as of Q1 2018, up from 1,079 in Q4 2017.
- Funds reported $40.9B of Occidental Petroleum stock for Q1 2018, down 12% quarter-over-quarter.
- 130 funds opened new Occidental Petroleum positions in Q1 2018 and 100 closed out, a net change of +30 holders.
- The largest Occidental Petroleum buyer in Q1 2018 was Capital World Investors, an estimated $542M added.
- The largest Occidental Petroleum seller in Q1 2018 was Bank of America, an estimated $817M sold.
Based on aggregated 13F filings for Q1 2018.