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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
Dodge & Cox
1
Dodge & Cox
California
$3.64B -$36.7M -915,119 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.03B +$11.1M +276,873 +0.4%
BlackRock
3
BlackRock
New York
$2.42B -$9.81M -244,905 -0.4%
State Street
4
State Street
Massachusetts
$1.9B +$75.5M +1,884,804 +4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.36B +$383M +9,553,302 +41%
Franklin Resources
6
Franklin Resources
California
$1.16B -$122M -3,054,492 -10%
IC
7
Icahn Carl
Florida
$930M -$151M -3,760,534 -14%
Macquarie Group
8
Macquarie Group
Australia
$803M +$171M +4,258,686 +28%
Berkshire Hathaway
9
Berkshire Hathaway
Nebraska
$780M +$459M +11,465,546 +154%
Capital World Investors
10
Capital World Investors
California
$531M +$12.6M +313,691 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$526M +$12.1M +300,838 +2%
Northern Trust
12
Northern Trust
Illinois
$469M +$5.05M +125,952 +1%
Norges Bank
13
Norges Bank
Norway
$383M
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$323M +$5.56M +138,846 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$320M -$78.3M -1,955,257 -20%
Bank of America
16
Bank of America
North Carolina
$320M -$26.7M -665,685 -8%
AIG
17
American International Group
New York
$298M +$275M +6,864,310 +1,827%
Morgan Stanley
18
Morgan Stanley
New York
$266M +$13.1M +325,906 +5%
CSIA
19
Charles Schwab Investment Advisory
California
$266M +$10.2M +254,268 +4%
AAA
20
Adams Asset Advisors
Texas
$262M +$3.91M +97,608 +2%
Legal & General Group
21
Legal & General Group
United Kingdom
$244M +$675K +16,839 +0.3%
Federated Hermes
22
Federated Hermes
Pennsylvania
$240M +$24.7M +617,062 +12%
Invesco
23
Invesco
Georgia
$238M -$29.8M -744,859 -11%
Charles Schwab
24
Charles Schwab
California
$236M +$7.71M +192,364 +3%
EIP
25
Epoch Investment Partners
New York
$227M +$4.31M +107,701 +2%

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.