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Occidental Petroleum

1,054 hedge funds and large institutions have $32.5B invested in Occidental Petroleum in 2019 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 403 increasing their positions, 425 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

16% more call options, than puts

Call options by funds: $894M | Put options by funds: $773M

3.79% more ownership

Funds ownership: 82.65%86.44% (+3.8%)

5% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 425

7% less funds holding

Funds holding: 1,1321,054 (-78)

21% less capital invested

Capital invested by funds: $41B → $32.5B (-$8.52B)

37% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 172

Holders
1,054
Holders Change
-78
Holders Change %
-6.89%
% of All Funds
22.89%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
109
Increased
403
Reduced
425
Closed
172
Calls
$894M
Puts
$773M
Net Calls
+$122M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
1201
Kore Private Wealth
New York
-$55K -819 Closed
WCM
1202
WealthBridge Capital Management
Ohio
-$33K -579 Closed
NSIM
1203
North Star Investment Management
Illinois
-$35K -524 Closed
PGWM
1204
Parisi Gray Wealth Management
New Jersey
-$32K -487 Closed
WAM
1205
Wakefield Asset Management
Colorado
-$28K -421 Closed
BA
1206
Belvedere Advisors
California
-$23K -361 Closed
JIP
1207
JBJ Investment Partners
South Carolina
-$22K -331 Closed
AIA
1208
Alera Investment Advisors
Illinois
-$22K -327 Closed
PAI
1209
Pittenger & Anderson Inc
Nebraska
-$20K -300 Closed
AIC
1210
Ameritas Investment Company
Nebraska
-$19K -280 Closed
RWML
1211
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$14.9K -225 Closed
AWM
1212
Aevitas Wealth Management
Massachusetts
-$14K -220 Closed
MFW
1213
Mosaic Family Wealth
Missouri
-$13K -192 Closed
KL
1214
KWMG LLC
Kansas
-$12K -179 Closed
BAM
1215
Bruderman Asset Management
New York
-$10K -153 Closed
IDBONY
1216
Israel Discount Bank of New York
New York
-$10K -150 Closed
FNB
1217
Farmers National Bank
Kentucky
-$8K -125 Closed
EI
1218
Ellevest Inc
New York
-$6K -93 Closed
PFO
1219
Pathstone Family Office
New Jersey
-$6K -85 Closed
CHP
1220
Cable Hill Partners
Oregon
-$5K -81 Closed
LC
1221
Lavaca Capital
Texas
-$5K -80 Closed
PWM
1222
PRW Wealth Management
Massachusetts
-$4K -59 Closed
NSB
1223
Norway Savings Bank
Maine
-$1K -11 Closed
AA
1224
Advisory Alpha
Michigan
-$507 -9 Closed
OSAM
1225
O'Shaughnessy Asset Management
Connecticut
+$56 +1 New

OXY Hedge Fund Activity: Q2 2019 in Review

1,054 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2019, worth a combined $32.5B — down 21% from $41B a quarter earlier.

Sellers outnumbered buyers: 172 funds closed out of OXY and 109 opened new positions — a net loss of 63 holders — while 425 trimmed existing stakes and 403 added.

The largest buyer was Icahn Carl, opening a new position worth an estimated $1.87B. The largest seller was JP Morgan Chase, cutting an estimated $1.36B.

  • 1,054 institutional investors held Occidental Petroleum (OXY) as of Q2 2019, down from 1,132 in Q1 2019.
  • Funds reported $32.5B of Occidental Petroleum stock for Q2 2019, down 21% quarter-over-quarter.
  • 109 funds opened new Occidental Petroleum positions in Q2 2019 and 172 closed out, a net change of -63 holders.
  • The largest Occidental Petroleum buyer in Q2 2019 was Icahn Carl, an estimated $1.87B added.
  • The largest Occidental Petroleum seller in Q2 2019 was JP Morgan Chase, an estimated $1.36B sold.

Based on aggregated 13F filings for Q2 2019.