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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
PIM
1226
Penobscot Investment Management
Massachusetts
-$203K -2,420 Closed
ACI
1227
Alpha Cubed Investments
California
-$202K -2,416 Closed
WP
1228
WealthPLAN Partners
Nebraska
-$202K -2,413 Closed
EDRIA
1229
Edmonds Duncan Registered Investment Advisors
Kansas
-$201K -2,400 Closed
PG
1230
Pendal Group
Australia
-$190K -2,273 Closed
NC
1231
NewSquare Capital
Pennsylvania
-$171K -2,110 Closed
C
1232
Cerebellum
California
-$173K -2,063 Closed
GCM
1233
GeoSphere Capital Management
Florida
-$151K -1,800 Closed
Fuller & Thaler Asset Management
1234
Fuller & Thaler Asset Management
California
-$126K -1,500 Closed
CF
1235
Centaurus Financial
California
-$73K -873 Closed
BAMG
1236
Brand Asset Management Group
Missouri
-$70K -837 Closed
KCPG
1237
Kavar Capital Partners Group
Kansas
-$65K -775 Closed
MPPLM
1238
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$58K -690 Closed
LC
1239
Landaas & Company
Wisconsin
-$53K -634 Closed
SCA
1240
Stuart Chaussee & Associates
California
-$44K -520 Closed
CA
1241
Centerpoint Advisors
Massachusetts
-$33K -392 Closed
HFM
1242
Harvest Fund Management
China
-$26K -309 Closed
B
1243
Bridgeworth
Alabama
-$25K -299 Closed
RWP
1244
RWA Wealth Partners
Massachusetts
-$19K -225 Closed
GFP
1245
Gryphon Financial Partners
Ohio
-$18K -220 Closed
TG
1246
TLP Group
Illinois
-$15.7K -194 -97%
AA
1247
Apriem Advisors
California
-$15K -180 Closed
AP
1248
Arlington Partners
Alabama
-$13K -161 Closed
AWA
1249
Acorn Wealth Advisors
Michigan
-$11K -130 Closed
WIM
1250
Westside Investment Management
California
-$9.9K -120 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.