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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
AOWM
1126
Alpha Omega Wealth Management
Virginia
$6K
CAM
1127
CenterStar Asset Management
Illinois
$6K
CTB
1128
Country Trust Bank
Illinois
$6K
CI
1129
CX Institutional
Indiana
$6K
HT
1130
Heritage Trust
Oklahoma
$6K
JWA
1131
JFS Wealth Advisors
Pennsylvania
$6K +$5.66K +70 New
FGAM
1132
Financial Gravity Asset Management
Texas
$5K -$4.28K -53 -40%
IDBONY
1133
Israel Discount Bank of New York
New York
$5K -$1.62K -20 -24%
FFW
1134
Fusion Family Wealth
New York
$5K
SFPIA
1135
Stevens First Principles Investment Advisors
California
$5K
CT
1136
Clearstead Trust
Maine
$4K
WWMSC
1137
Wagner Wealth Management (South Carolina)
South Carolina
$4K
CIA
1138
CSat Investment Advisory
Michigan
$4K +$1.21K +15 +48%
LWA
1139
Lowe Wealth Advisors
Maryland
$4K +$4.04K +50 New
TCM
1140
TD Capital Management
Tennessee
$4K +$4.04K +50 New
HCM
1141
Horrell Capital Management
Arkansas
$3K
CFD
1142
Creative Financial Designs
Indiana
$2K
FLI
1143
Family Legacy Inc
South Carolina
$2K
IGGA
1144
Iron Gate Global Advisors
Utah
$2K
SQA
1145
Simon Quick Advisors
New Jersey
$2K
AJ
1146
Ashburton (Jersey)
Jersey
$1.18K -$261K -3,230 -18%
IAS
1147
IMA Advisory Services
Colorado
$1K -$10.2K -126 -91%
RCC
1148
Red Cedar Capital
Nebraska
$1K
TFA
1149
Transamerica Financial Advisors
Florida
$1K
NSB
1150
Norway Savings Bank
Maine
$1K +$889 +11 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.