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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
ABTD
1176
Arvest Bank Trust Division
Oklahoma
-$233K -5,235 Closed
PFS
1177
Prospera Financial Services
Texas
-$232K -5,214 Closed
AIM
1178
Axiom Investment Management
New York
-$228K -5,130 Closed
TYCC
1179
Texas Yale Capital Corp
Florida
-$224K -5,037 Closed
AAIM
1180
American Assets Investment Management
California
-$222K -5,000 Closed
AL
1181
Aspiriant LLC
California
-$221K -4,993 Closed
PWLP
1182
Prio Wealth Limited Partnership
Massachusetts
-$214K -4,823 Closed
NEAM
1183
New England Asset Management
Connecticut
-$212K -4,766 Closed
CWA
1184
Clarus Wealth Advisors
Arizona
-$211K -4,737 Closed
CG
1185
Caprock Group
Idaho
-$213K -4,707 Closed
NIM
1186
Northeast Investment Management
Massachusetts
-$208K -4,684 Closed
DWM
1187
Destination Wealth Management
California
-$205K -4,614 Closed
ARMT
1188
Amica Retiree Medical Trust
Rhode Island
-$179K -4,014 Closed
MCM
1189
MV Capital Management
Maryland
-$157K -3,538 Closed
PCM
1190
Penserra Capital Management
California
-$143K -3,234 Closed
SWP
1191
Strategic Wealth Partners
Ohio
-$5.24K -2,949 Closed
FL
1192
Fort LP
Maryland
-$130K -2,923 Closed
BWL
1193
Bogart Wealth LLC
Virginia
-$93K -2,100 Closed
GWAG
1194
Garrett Wealth Advisory Group
Texas
-$83.6K -1,879 Closed
LD
1195
Lipe & Dalton
New York
-$66K -1,485 Closed
FPFS
1196
First Personal Financial Services
North Carolina
-$55K -1,235 Closed
GSWM
1197
Golden State Wealth Management
California
-$46K -1,025 Closed
NCM
1198
Nelson Capital Management
California
-$41K -930 Closed
QCIG
1199
Quad-Cities Investment Group
Iowa
-$35K -776 Closed
TC
1200
Truvestments Capital
Florida
-$32K -722 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.