Occidental Petroleum
1,113 hedge funds and large institutions have $38.8B invested in Occidental Petroleum in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 361 increasing their positions, 482 reducing their positions, and 160 closing their positions.
54% more call options, than puts
Call options by funds: $368M | Put options by funds: $240M
2.17% more ownership
Funds ownership: 81.56% → 83.73% (+2.2%)
3% less funds holding
Funds holding: 1,150 → 1,113 (-37)
16% less first-time investments, than exits
New positions opened: 134 | Existing positions closed: 160
24% less capital invested
Capital invested by funds: $51.2B → $38.8B (-$12.4B)
25% less repeat investments, than reductions
Existing positions increased: 361 | Existing positions reduced: 482
41% less funds holding in top 10
Funds holding in top 10: 22 → 13 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$1.27B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$493M |
| 3 |
Millennium Management
New York
|
+$184M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$151M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$403M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$216M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$151M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$141M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$132M |
OXY Hedge Fund Activity: Q4 2018 in Review
1,113 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2018, worth a combined $38.8B — down 24% from $51.2B a quarter earlier.
Sellers outnumbered buyers: 160 funds closed out of OXY and 134 opened new positions — a net loss of 26 holders — while 482 trimmed existing stakes and 361 added.
The largest buyer was Dodge & Cox, adding an estimated $1.27B. The largest seller was JP Morgan Chase, cutting an estimated $403M.
- 1,113 institutional investors held Occidental Petroleum (OXY) as of Q4 2018, down from 1,150 in Q3 2018.
- Funds reported $38.8B of Occidental Petroleum stock for Q4 2018, down 24% quarter-over-quarter.
- 134 funds opened new Occidental Petroleum positions in Q4 2018 and 160 closed out, a net change of -26 holders.
- The largest Occidental Petroleum buyer in Q4 2018 was Dodge & Cox, an estimated $1.27B added.
- The largest Occidental Petroleum seller in Q4 2018 was JP Morgan Chase, an estimated $403M sold.
Based on aggregated 13F filings for Q4 2018.