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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
QCIG
1051
Quad-Cities Investment Group
Iowa
$44K
CCM
1052
Cribstone Capital Management
Maine
$44K +$16.2K +200 +59%
FANJ
1053
Financial Architects (New Jersey)
New Jersey
$43K -$18.4K -228 -30%
CAGAS
1054
Capital Advisory Group Advisory Services
Minnesota
$43K
NSIM
1055
North Star Investment Management
Illinois
$43K
AWM
1056
AllSquare Wealth Management
New York
$40K
GAM
1057
Gemmer Asset Management
California
$40K +$242 +3 +0.6%
FC
1058
Ferris Capital
Massachusetts
$39K -$2.67K -33 -6%
AWM
1059
Aevitas Wealth Management
Massachusetts
$38K +$323 +4 +0.9%
WPA
1060
West Paces Advisors
Georgia
$37.1K
GTAM
1061
Global Trust Asset Management
Florida
$37K +$1.7K +21 +5%
RMAM
1062
Raab & Moskowitz Asset Management
New Jersey
$36K +$35.8K +443 New
EWM
1063
Edge Wealth Management
New York
$35K
NCM
1064
New Capital Management
Texas
$34K
YWP
1065
YorkBridge Wealth Partners
New York
$34K
KPCM
1066
Kings Point Capital Management
New York
$31K
SFM
1067
Signet Financial Management
New Jersey
$31K
AC
1068
Avestar Capital
New York
$30K
TFO
1069
Tarbox Family Office
California
$30K +$15K +186 +105%
BC
1070
Barnett & Company
Tennessee
$29K +$28.6K +354 New
PK
1071
Pflug Koory
Nebraska
$28K
MWPCG
1072
Measured Wealth Private Client Group
New Hampshire
$28K +$28.6K +354 New
PCP
1073
Proficio Capital Partners
Massachusetts
$27K -$1.21K -15 -4%
CPIG
1074
Chicago Partners Investment Group
Illinois
$27K +$16.2K +200 +100%
TAIM
1075
TD Ameritrade Investment Management
Nebraska
$27K +$26.8K +332 New

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.