Occidental Petroleum
722 hedge funds and large institutions have $17.5B invested in Occidental Petroleum in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 219 increasing their positions, 253 reducing their positions, and 70 closing their positions.
120% more funds holding in top 10
Funds holding in top 10: 5 → 11 (+6)
57% more capital invested
Capital invested by funds: $11.1B → $17.5B (+$6.34B)
51% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 70
43% more call options, than puts
Call options by funds: $726M | Put options by funds: $509M
4% more funds holding
Funds holding: 696 → 722 (+26)
1.65% more ownership
Funds ownership: 69% → 70.65% (+1.6%)
13% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 253
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$123M |
| 2 |
BlackRock
New York
|
+$104M |
| 3 |
State Street
Boston,
Massachusetts
|
+$89.6M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$80.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$72.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$107M |
| 2 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
-$65M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$64.5M |
| 4 |
D.E. Shaw & Co
New York
|
-$58M |
| 5 |
Morgan Stanley
New York
|
-$51.3M |
OXY Hedge Fund Activity: Q1 2021 in Review
722 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q1 2021, worth a combined $17.5B — up 57% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new OXY positions and 70 closed out — a net gain of 36 holders — while 219 added to existing stakes and 253 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $123M. The largest seller was Dodge & Cox, cutting an estimated $107M.
- 722 institutional investors held Occidental Petroleum (OXY) as of Q1 2021, up from 696 in Q4 2020.
- Funds reported $17.5B of Occidental Petroleum stock for Q1 2021, up 57% quarter-over-quarter.
- 106 funds opened new Occidental Petroleum positions in Q1 2021 and 70 closed out, a net change of +36 holders.
- The largest Occidental Petroleum buyer in Q1 2021 was Wellington Management Group, an estimated $123M added.
- The largest Occidental Petroleum seller in Q1 2021 was Dodge & Cox, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2021.