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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
ANRF
201
Adams Natural Resources Fund
Maryland
$10.6M -$8.86M -157,400 -43%
PWM
202
Perigon Wealth Management
California
$10.4M +$38.3K +680 +0.3%
MIM
203
MetLife Investment Management
New Jersey
$10.4M -$388K -6,892 -3%
PAPAIJV
204
Paragon Associates & Paragon Associates II Joint Venture
Texas
$10.1M +$11.3M +200,000 New
GG
205
Gofen & Glossberg
Illinois
$10M +$570K +10,133 +5%
FBP
206
Flippin Bruce & Porter
Virginia
$10M +$2.51M +44,537 +29%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$9.99M -$4.49M -79,811 -29%
DBC
208
Deep Basin Capital
Connecticut
$9.92M +$11.1M +197,271 New
CBT
209
Capital Bank & Trust
California
$9.64M +$4.54M +80,643 +72%
CBOA
210
Commonwealth Bank of Australia
Australia
$9.22M +$516K +9,177 +5%
CIBC Asset Management
211
CIBC Asset Management
Ontario, Canada
$9.17M -$619K -11,001 -6%
GIBU
212
Gulf International Bank (UK)
United Kingdom
$9.13M -$26.8K -477 -0.3%
AG
213
Aperio Group
California
$9.13M -$7.25M -128,897 -42%
SCM
214
SKBA Capital Management
California
$9.01M -$4.53M -80,550 -31%
SOMRS
215
State of Michigan Retirement System
Michigan
$9M -$2.08M -36,900 -17%
Verition Fund Management
216
Verition Fund Management
Connecticut
$8.86M +$7.86M +139,682 +382%
Rafferty Asset Management
217
Rafferty Asset Management
New York
$8.83M +$7.73M +137,296 +358%
Brown Advisory
218
Brown Advisory
Maryland
$8.75M -$10.8M -191,280 -52%
GAM
219
Guinness Asset Management
United Kingdom
$8.71M -$557K -9,900 -5%
ProShare Advisors
220
ProShare Advisors
Maryland
$8.71M -$638K -11,334 -6%
State of Tennessee, Department of Treasury
221
State of Tennessee, Department of Treasury
Tennessee
$8.67M -$854K -15,182 -8%
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$8.62M -$1.56M -27,640 -14%
GC
223
Guggenheim Capital
Illinois
$8.58M -$4.93M -87,567 -34%
SAM
224
Shell Asset Management
Netherlands
$8.56M -$350K -6,212 -4%
US Bancorp
225
US Bancorp
Minnesota
$8.51M -$2.15M -38,188 -18%

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.