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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
CIBC World Market
176
CIBC World Market
Ontario, Canada
$26.5M +$20.6M +255,025 +377%
GF
177
Gabelli Funds
New York
$25.8M -$194K -2,400 -0.8%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$25.6M +$2.25M +27,796 +10%
ACI
179
AMP Capital Investors
Australia
$25.6M -$279K -3,454 -1%
WIC
180
Willis Investment Counsel
Georgia
$25.4M +$3M +37,075 +14%
ELI
181
Empire Life Investments
Ontario, Canada
$25.2M +$3.45M +42,734 +16%
Victory Capital Management
182
Victory Capital Management
Texas
$24.8M -$5.39M -66,678 -18%
SCM
183
SKBA Capital Management
California
$24.5M -$32.3K -400 -0.1%
TU
184
TDAM USA
Ontario, Canada
$24.2M +$56.6K +700 +0.2%
AAM
185
Advisors Asset Management
Colorado
$23.8M -$1M -12,396 -4%
UH
186
Unigestion Holding
Switzerland
$23.6M +$9.11M +112,750 +65%
CM
187
CS McKee
Pennsylvania
$23.6M -$566K -7,000 -2%
GC
188
Guggenheim Capital
Illinois
$23.6M +$1.94M +24,055 +9%
6M
189
6 Meridian
Kansas
$23.3M +$14.1M +174,507 +159%
AI
190
Ariel Investments
Illinois
$22.9M +$665K +8,227 +3%
GIBU
191
Gulf International Bank (UK)
United Kingdom
$21.7M +$1.21M +15,002 +6%
US Bancorp
192
US Bancorp
Minnesota
$21.6M -$961K -11,886 -4%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$21.5M -$469K -5,798 -2%
BCIM
194
British Columbia Investment Management
British Columbia, Canada
$21.4M -$7.2M -89,057 -26%
TRSOTSOK
195
Teachers Retirement System of the State of Kentucky
Kentucky
$21.1M +$13.9M +172,400 +205%
CFB
196
Cullen/Frost Bankers
Texas
$21M -$1.04M -12,887 -5%
UCFA
197
United Capital Financial Advisors
Texas
$20.9M +$25.5K +316 +0.1%
Nordea Investment Management
198
Nordea Investment Management
Sweden
$20.9M -$1.45M -17,956 -7%
MG
199
Mitchell Group
Texas
$20.7M -$866K -10,717 -4%
SW
200
SVB Wealth
Massachusetts
$20.6M +$265K +3,274 +1%

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.