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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
GCA
1201
Gideon Capital Advisors
New York
-$629K -7,513 Closed
SCC
1202
Spring Creek Capital
Kansas
-$624K -7,453 Closed
MGIA
1203
Moneta Group Investment Advisors
Missouri
-$600K -7,169 Closed
BFM
1204
Boothbay Fund Management
New York
-$591K -7,062 Closed
BAM
1205
Belpointe Asset Management
Nevada
-$590K -7,050 Closed
Fiera Capital (Canada)
1206
Fiera Capital (Canada)
Quebec, Canada
-$571K -6,827 Closed
SM
1207
Sciencast Management
New Jersey
-$528K -6,364 Closed
RL
1208
Ruffer LLP
United Kingdom
-$473K -5,650 Closed
Holocene Advisors
1209
Holocene Advisors
New York
-$455K -5,442 Closed
CC
1210
Carlson Capital
Texas
-$452K -5,400 Closed
HP
1211
Hartree Partners
New York
-$418K -5,000 Closed
MA
1212
MANA Advisors
New York
-$380K -4,547 Closed
KL
1213
KGH Ltd
Bahamas
-$366K -4,375 Closed
NFA
1214
Nuveen Fund Advisors
Illinois
-$364K -4,351 Closed
QAM
1215
Quantres Asset Management
Cayman Islands
-$351K -4,200 Closed
EMG
1216
Ellington Management Group
Connecticut
-$259K -3,100 Closed
DJSG
1217
D.J. St. Germain
Massachusetts
-$248K -2,962 Closed
TSS
1218
Two Sigma Securities
New York
-$224K -2,775 Closed
PWM
1219
Paulson Wealth Management
Illinois
-$225K -2,688 Closed
MTIM
1220
Marathon Trading Investment Management
Pennsylvania
-$218K -2,600 Closed
LSAG
1221
Lake Street Advisors Group
New Hampshire
-$215K -2,574 Closed
PHS
1222
Pekin Hardy Strauss
Illinois
-$208K -2,487 Closed
BSW
1223
Buckingham Strategic Wealth
Missouri
-$206K -2,460 Closed
CPA
1224
Court Place Advisors
Maryland
-$205K -2,454 Closed
OA
1225
Oxbow Advisors
Texas
-$204K -2,440 Closed

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.