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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
CI
1151
Capital International
California
-$310K -6,971 Closed
EHWM
1152
Eads & Heald Wealth Management
Georgia
-$307K -6,902 Closed
NJBEST
1153
New Jersey Better Educational Savings Trust
New Jersey
-$301K -6,760 Closed
SBWM
1154
Sunflower Bank Wealth Management
Arizona
-$297K -6,686 Closed
FNBT
1155
FineMark National Bank & Trust
Florida
-$290K -6,518 Closed
PGFC
1156
Peapack-Gladstone Financial Corp
New Jersey
-$286K -6,428 Closed
BIAS
1157
Beacon Investment Advisory Services
New Jersey
-$285K -6,399 Closed
GSBTD
1158
Glenview State Bank Trust Department
Illinois
-$281K -6,325 Closed
SIC
1159
SFE Investment Counsel
California
-$279K -6,270 Closed
CA
1160
Clearstead Advisors
Ohio
-$278K -6,260 Closed
WI
1161
Wintrust Investments
Illinois
-$348K -6,096 Closed
FNT
1162
First National Trust
Pennsylvania
-$271K -6,094 Closed
CL
1163
CSS LLC
Illinois
-$269K -6,038 Closed
CCA
1164
Checchi Capital Advisers
California
-$265K -5,954 Closed
KC
1165
Kellner Capital
New York
-$263K -5,917 Closed
FIM
1166
Fernwood Investment Management
Massachusetts
-$258K -5,810 Closed
BIM
1167
Bridges Investment Management
Nebraska
-$254K -5,709 Closed
PCM
1168
Perritt Capital Management
Illinois
-$252K -5,660 Closed
PFS
1169
Physicians Financial Services
North Carolina
-$248K -5,587 Closed
CWM
1170
Circle Wealth Management
New Jersey
-$246K -5,534 Closed
PP
1171
Prudential plc
United Kingdom
-$239K -5,437 Closed
KCM
1172
Kornitzer Capital Management
Kansas
-$239K -5,375 Closed
MCM
1173
Murphy Capital Management
New Jersey
-$236K -5,320 Closed
WAM
1174
Wealthspire Advisors (Maryland)
Maryland
-$237K -5,320 Closed
BSB
1175
Bangor Savings Bank
Maine
-$233K -5,241 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.