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Occidental Petroleum

1,054 hedge funds and large institutions have $32.5B invested in Occidental Petroleum in 2019 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 403 increasing their positions, 425 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

16% more call options, than puts

Call options by funds: $894M | Put options by funds: $773M

3.79% more ownership

Funds ownership: 82.65%86.44% (+3.8%)

5% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 425

7% less funds holding

Funds holding: 1,1321,054 (-78)

21% less capital invested

Capital invested by funds: $41B → $32.5B (-$8.52B)

37% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 172

Holders
1,054
Holders Change
-78
Holders Change %
-6.89%
% of All Funds
22.89%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
109
Increased
403
Reduced
425
Closed
172
Calls
$894M
Puts
$773M
Net Calls
+$122M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
176
Carillon Tower Advisers
Florida
$13.6M +$684K +12,149 +5%
Axa
177
Axa
France
$13.3M +$3.12M +55,500 +27%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$13.2M +$584K +10,384 +4%
MSV
179
MN Services Vermogensbeheer
Netherlands
$12.8M -$2.02M -35,900 -12%
Truist Financial
180
Truist Financial
North Carolina
$12.6M +$210K +3,738 +2%
Public Sector Pension Investment Board (PSP Investments)
181
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.5M +$10.4M +185,100 +296%
GIM
182
Greylin Investment Management
Virginia
$12.1M +$13.6M +241,087 New
ASRS
183
Arizona State Retirement System
Arizona
$12.1M -$3.67M -65,178 -21%
ACI
184
AMP Capital Investors
Australia
$11.9M -$3.25M -57,831 -19%
FFA
185
First Foundation Advisors
California
$11.9M +$3.71M +65,928 +39%
SFI
186
Susquehanna Fundamental Investments
Pennsylvania
$11.8M +$11.8M +209,600 +852%
CSS
187
Cubist Systematic Strategies
Connecticut
$11.7M +$3.93M +69,778 +43%
Comerica Bank
188
Comerica Bank
Texas
$11.7M -$379K -6,728 -3%
FIM
189
Frontier Investment Management
Texas
$11.7M +$2.13M +37,927 +20%
SW
190
SVB Wealth
Massachusetts
$11.6M -$677K -12,022 -5%
CFB
191
Cullen/Frost Bankers
Texas
$11.6M -$2.15M -38,243 -14%
MNG
192
Manning & Napier Group
New York
$11.5M +$12.9M +229,629 New
MAA
193
Matrix Asset Advisors
New York
$11.3M -$851K -15,126 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
194
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.3M +$1.39M +24,700 +12%
Teacher Retirement System of Texas
195
Teacher Retirement System of Texas
Texas
$11.3M -$6.49M -115,356 -34%
OFCM
196
One Fin Capital Management
California
$11.3M +$12.6M +224,000 New
HT
197
HAP Trading
New York
$11.1M +$12.4M +220,685 New
KBC Group
198
KBC Group
Belgium
$11M +$1.16M +20,680 +10%
LCS
199
Levin Capital Strategies
New York
$10.9M +$10.6M +189,137 +693%
GGI
200
Godsey & Gibb Inc
Virginia
$10.9M +$1.28M +22,811 +12%

OXY Hedge Fund Activity: Q2 2019 in Review

1,054 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2019, worth a combined $32.5B — down 21% from $41B a quarter earlier.

Sellers outnumbered buyers: 172 funds closed out of OXY and 109 opened new positions — a net loss of 63 holders — while 425 trimmed existing stakes and 403 added.

The largest buyer was Icahn Carl, opening a new position worth an estimated $1.87B. The largest seller was JP Morgan Chase, cutting an estimated $1.36B.

  • 1,054 institutional investors held Occidental Petroleum (OXY) as of Q2 2019, down from 1,132 in Q1 2019.
  • Funds reported $32.5B of Occidental Petroleum stock for Q2 2019, down 21% quarter-over-quarter.
  • 109 funds opened new Occidental Petroleum positions in Q2 2019 and 172 closed out, a net change of -63 holders.
  • The largest Occidental Petroleum buyer in Q2 2019 was Icahn Carl, an estimated $1.87B added.
  • The largest Occidental Petroleum seller in Q2 2019 was JP Morgan Chase, an estimated $1.36B sold.

Based on aggregated 13F filings for Q2 2019.