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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
PAPAIJV
126
Paragon Associates & Paragon Associates II Joint Venture
Texas
$16.5M +$6.01M +150,000 +60%
Retirement Systems of Alabama
127
Retirement Systems of Alabama
Alabama
$16.2M -$5.34M -133,406 -25%
QOP
128
Quinn Opportunity Partners
Virginia
$15.9M +$1.54M +38,347 +11%
Grantham, Mayo, Van Otterloo & Co (GMO)
129
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.7M +$15.3M +382,057 New
ACM
130
Advisors Capital Management
New Jersey
$15.5M +$15M +375,392 New
DA
131
Duality Advisers
Florida
$14.9M +$14.5M +360,941 New
CA
132
Commerzbank Aktiengesellschaft
Germany
$14.6M +$4.31M +107,519 +44%
JMPWA
133
JP Morgan Private Wealth Advisors
California
$14.6M -$1.17M -29,132 -8%
CM
134
CS McKee
Pennsylvania
$14.2M +$2.05M +51,055 +17%
LPL Financial
135
LPL Financial
California
$14M +$1.15M +28,612 +9%
ABC
136
Associated Banc-Corp
Wisconsin
$13.7M +$10.3M +258,127 +347%
Korea Investment Corp
137
Korea Investment Corp
South Korea
$13.7M -$2.77M -69,200 -17%
Lord, Abbett & Co
138
Lord, Abbett & Co
New Jersey
$13.4M -$84.1K -2,100 -0.6%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$13.1M +$11.8M +294,367 +3,560%
Aviva
140
Aviva
United Kingdom
$13M -$47.8K -1,192 -0.4%
ANRF
141
Adams Natural Resources Fund
Maryland
$12.7M
WHRC
142
W.H. Reaves & Co
New Jersey
$12.2M -$18K -450 -0.2%
IC
143
InterOcean Capital
Illinois
$12.1M -$2M -49,976 -15%
First Manhattan
144
First Manhattan
New York
$12M -$4.28M -106,815 -27%
FIM
145
Frontier Investment Management
Texas
$11.5M -$114K -2,851 -1%
MAA
146
Matrix Asset Advisors
New York
$11.5M +$578K +14,436 +5%
BNP Paribas Asset Management
147
BNP Paribas Asset Management
France
$11.5M -$1.02M -25,566 -8%
HT
148
HAP Trading
New York
$11.5M +$9.41M +234,922 +544%
GC
149
Guggenheim Capital
Illinois
$11.3M +$1.66M +41,482 +18%
ASRS
150
Arizona State Retirement System
Arizona
$11.2M -$162K -4,052 -1%

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.