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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
Nomura Asset Management
201
Nomura Asset Management
Japan
$6.89M +$177K +4,423 +3%
FAF
202
Fjarde Ap-fonden
Sweden
$6.89M +$204K +5,100 +3%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$6.77M -$401 -10 -0%
HJGA
204
Hardman Johnston Global Advisors
Connecticut
$6.71M -$103K -2,560 -2%
GAM
205
Guinness Asset Management
United Kingdom
$6.69M -$801K -20,000 -11%
CIP
206
Chartwell Investment Partners
Pennsylvania
$6.65M +$140K +3,505 +2%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$6.64M +$1.18M +29,519 +22%
WBC
208
Westpac Banking Corp
Australia
$6.56M +$2.14M +53,400 +50%
GA
209
GFS Advisors
Texas
$6.54M +$1.5M +37,505 +31%
WMSA
210
Weiss Multi-Strategy Advisers
New York
$6.53M -$3.85M -96,062 -38%
CG
211
Cutler Group
California
$6.53M +$5.95M +148,482 +1,499%
TPSF
212
Texas Permanent School Fund
Texas
$6.5M -$359K -8,973 -5%
Nordea Investment Management
213
Nordea Investment Management
Sweden
$6.5M -$177K -4,423 -3%
Nomura Holdings
214
Nomura Holdings
Japan
$6.39M -$106M -2,638,412 -94%
Public Sector Pension Investment Board (PSP Investments)
215
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.37M -$751K -18,751 -11%
AG
216
Aperio Group
California
$6.34M -$5.11M -127,676 -45%
OC
217
Oppenheimer & Co
New York
$6.29M -$287K -7,175 -4%
HighTower Advisors
218
HighTower Advisors
Illinois
$6.26M +$2.04M +50,875 +50%
CS
219
Candriam SCA
Luxembourg
$6.14M -$2.07M -51,679 -26%
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$6.11M -$1.89M -47,133 -24%
NB
221
Norinchukin Bank
Japan
$6.02M -$445K -11,103 -7%
ELC
222
Edgar Lomax Company
Virginia
$5.93M -$211K -5,255 -4%
ORIO
223
Old Republic International (ORI)
Illinois
$5.85M -$25.1M -627,500 -82%
WIC
224
Woodmont Investment Counsel
Tennessee
$5.84M -$1.75M -43,769 -24%
Verition Fund Management
225
Verition Fund Management
Connecticut
$5.79M +$1.54M +38,399 +38%

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.