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, 402 increasing their positions, 425 reducing their positions, and 172 closing their positions.
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
16% more call options, than puts
Call options by funds: $894M | Put options by funds: $773M
3.77% more ownership
Funds ownership: 82.7% → 86.47% (+3.8%)
5% less repeat investments, than reductions
Existing positions increased: 402 | Existing positions reduced: 425
7% less funds holding
Funds holding: 1,132 → 1,054 (-78)
21% less capital invested
Capital invested by funds: $41.1B → $32.5B (-$8.53B)
37% less first-time investments, than exits
New positions opened: 109 | Existing positions closed: 172
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$1.87B |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$1.35B |
| 3 |
Franklin Resources
San Mateo,
California
|
+$634M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$528M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$185M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.36B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$566M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$476M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$162M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$155M |
OXY Hedge Fund Activity: Q2 2019 in Review
1,054 of the 4,625 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 $41.1B 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 402 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.