We are live on ! Find out more
OXY icon

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
Los Angeles Capital Management
151
Los Angeles Capital Management
California
$11M
QIM
152
Quantitative Investment Management
Virginia
$11M +$1.62M +40,443 +18%
SOADOR
153
State of Alaska Department of Revenue
Alaska
$10.8M -$995K -24,838 -9%
MSV
154
MN Services Vermogensbeheer
Netherlands
$10.8M
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$10.7M +$2.14M +53,487 +26%
Two Sigma Investments
156
Two Sigma Investments
New York
$10.4M -$72.4M -1,807,020 -88%
MSE
157
MUFG Securities EMEA
United Kingdom
$10.2M -$553K -13,800 -5%
Robeco Institutional Asset Management
158
Robeco Institutional Asset Management
Netherlands
$9.88M -$1.59M -39,742 -14%
ACI
159
AMP Capital Investors
Australia
$9.81M -$5.22M -130,345 -35%
MIM
160
MetLife Investment Management
New Jersey
$9.78M -$245K -6,111 -3%
PWM
161
Perigon Wealth Management
California
$9.63M +$200K +5,004 +2%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$9.46M +$9.19M +229,431 New
Schroder Investment Management Group
163
Schroder Investment Management Group
United Kingdom
$9.31M +$4.02M +100,449 +80%
Rafferty Asset Management
164
Rafferty Asset Management
New York
$9.27M -$2.45M -61,136 -21%
Axa
165
Axa
France
$9.25M +$628K +15,685 +8%
Natixis Advisors
166
Natixis Advisors
Massachusetts
$9.16M -$2.13M -53,075 -19%
SAM
167
Shell Asset Management
Netherlands
$9.06M +$1.88M +46,994 +27%
GIBU
168
Gulf International Bank (UK)
United Kingdom
$8.95M +$7.81K +195 +0.1%
Comerica Bank
169
Comerica Bank
Texas
$8.95M -$582K -14,540 -6%
1832 Asset Management
170
1832 Asset Management
Ontario, Canada
$8.94M -$2.9M -72,382 -25%
SOMRS
171
State of Michigan Retirement System
Michigan
$8.9M +$40.1K +1,000 +0.5%
HI
172
HBK Investments
Texas
$8.82M -$3.39M -84,703 -28%
Caisse de Depot et Placement du Quebec (CDPQ)
173
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.77M -$2.37M -59,167 -22%
State of Tennessee, Department of Treasury
174
State of Tennessee, Department of Treasury
Tennessee
$8.77M -$367K -9,167 -4%
Capstone Investment Advisors
175
Capstone Investment Advisors
New York
$8.71M +$3.78M +94,440 +81%

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.