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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
PCTC
1076
Perkins Coie Trust Company
Washington
$26K
VCM
1077
Vigilant Capital Management
Maine
$26K +$25.4K +314 New
RA
1078
Rational Advisors
New York
$25K -$7.43K -92 -23%
PAI
1079
Pittenger & Anderson Inc
Nebraska
$25K
MPWT
1080
MassMutual Private Wealth & Trust
Connecticut
$24.1K +$7.52K +93 +47%
CAW
1081
Cornerstone Advisors (Washington)
Washington
$24K +$1.37K +17 +6%
RWG
1082
Regal Wealth Group
California
$23K
BL
1083
Balentine LLC
Georgia
$22K
CB
1084
CNB Bank
Pennsylvania
$22K
PAMG
1085
Patton Albertson Miller Group
Tennessee
$22K +$25.9K +321 New
BWP
1086
Baldwin Wealth Partners
Massachusetts
$21K
JFGIW
1087
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$1.37K +17 +7%
SIS
1088
Sound Income Strategies
Florida
$20K
CIM
1089
Contravisory Investment Management
Massachusetts
$20K +$1.21K +15 +7%
MFW
1090
Mosaic Family Wealth
Missouri
$19K -$3.64K -45 -14%
VEA
1091
Virtus ETF Advisers
New York
$19K
RWML
1092
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$18.5K
BCM
1093
Brasada Capital Management
Texas
$17K +$17.1K +212 New
FMP
1094
Financial Management Professionals
Texas
$16K
KF
1095
Krilogy Financial
Missouri
$16K +$15.4K +190 New
WCM
1096
Whitener Capital Management
North Carolina
$16K +$16.2K +200 New
RWA
1097
River Wealth Advisors
Pennsylvania
$15K -$2.1K -26 -12%
BA
1098
Ballew Advisors
Mississippi
$15K
CAC
1099
Certified Advisory Corp
Florida
$15K +$404 +5 +3%
WWM
1100
Willingdon Wealth Management
North Carolina
$15K +$4.45K +55 +42%

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.