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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
RFC
151
Regions Financial Corp
Alabama
$34M -$899K -11,120 -3%
Cohen & Steers
152
Cohen & Steers
New York
$34M +$33.3M +412,458 +32,173%
AIG
153
American International Group
New York
$33.7M +$1.43M +17,694 +5%
FMI
154
Factory Mutual Insurance
Massachusetts
$33.4M +$1M +12,400 +3%
PAMU
155
Pictet Asset Management (UK)
United Kingdom
$33.2M -$2.73M -33,752 -8%
TAM
156
Tocqueville Asset Management
New York
$32.9M -$2.42M -29,900 -7%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$32.7M +$1.93M +23,870 +6%
Arrowstreet Capital
158
Arrowstreet Capital
Massachusetts
$32.3M +$29.7M +367,600 +1,458%
JMPWA
159
JP Morgan Private Wealth Advisors
California
$31.9M +$145K +1,788 +0.5%
ASRS
160
Arizona State Retirement System
Arizona
$31.8M +$300K +3,715 +1%
WHRC
161
W.H. Reaves & Co
New Jersey
$31.7M +$20.1M +248,360 +181%
ZIM
162
Zacks Investment Management
Illinois
$31.2M +$72.9K +902 +0.2%
CGT
163
Capital Guardian Trust
California
$30.8M +$1.19M +14,686 +4%
AG
164
Aperio Group
California
$30.8M -$69.7K -863 -0.2%
ACA
165
Anchor Capital Advisors
Massachusetts
$30.7M -$1.4M -17,322 -4%
TH
166
TCTC Holdings
Texas
$30.4M -$40.4K -500 -0.1%
ANRF
167
Adams Natural Resources Fund
Maryland
$29.3M
Man Group
168
Man Group
United Kingdom
$29M +$13.5M +167,262 +90%
AIA
169
Avalon Investment & Advisory
Texas
$28.8M -$1.24M -15,335 -4%
ORIO
170
Old Republic International (ORI)
Illinois
$28.7M
Bank of Nova Scotia
171
Bank of Nova Scotia
Ontario, Canada
$28.6M +$21.4M +264,653 +315%
Royal London Asset Management
172
Royal London Asset Management
United Kingdom
$28.2M +$956K +11,828 +4%
ACM
173
Argent Capital Management
Missouri
$27.1M -$2.4M -29,695 -8%
RJFSA
174
Raymond James Financial Services Advisors
Florida
$27M +$1.79M +22,181 +7%
PCA
175
Personal Capital Advisors
California
$26.9M +$1.77M +21,859 +7%

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.