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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.16B -$35.4M -628,656 -1%
Dodge & Cox
2
Dodge & Cox
California
$2.74B +$1.35B +24,041,890 +79%
BlackRock
3
BlackRock
New York
$2.48B -$41.9M -745,263 -1%
State Street
4
State Street
Massachusetts
$1.87B -$32.7M -580,858 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.68B +$528M +9,386,180 +39%
IC
6
Icahn Carl
Florida
$1.67B +$1.87B +33,244,429 New
Franklin Resources
7
Franklin Resources
California
$1.08B +$634M +11,259,410 +110%
Capital World Investors
8
Capital World Investors
California
$954M -$476M -8,454,815 -31%
Macquarie Group
9
Macquarie Group
Australia
$669M +$148M +2,630,424 +25%
Capital International Investors
10
Capital International Investors
California
$540M +$16M +284,399 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$512M +$37.4M +663,781 +7%
Northern Trust
12
Northern Trust
Illinois
$491M -$7.71M -137,038 -1%
Invesco
13
Invesco
Georgia
$481M -$162M -2,876,146 -23%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$406M -$76M -1,349,869 -14%
Morgan Stanley
15
Morgan Stanley
New York
$402M +$1.59M +28,283 +0.4%
Norges Bank
16
Norges Bank
Norway
$392M
Bank of America
17
Bank of America
North Carolina
$392M -$59.8M -1,062,204 -12%
EIP
18
Epoch Investment Partners
New York
$379M +$86.1M +1,530,369 +25%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$348M -$3.6M -64,039 -0.9%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$346M +$97.5M +1,733,300 +34%
AAA
21
Adams Asset Advisors
Texas
$316M
CSIA
22
Charles Schwab Investment Advisory
California
$294M +$153M +2,712,579 +87%
Goldman Sachs
23
Goldman Sachs
New York
$263M +$90.6M +1,609,976 +45%
Federated Hermes
24
Federated Hermes
Pennsylvania
$262M -$858K -15,246 -0.3%
Legal & General Group
25
Legal & General Group
United Kingdom
$254M +$21.8M +387,752 +8%

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.