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Occidental Petroleum

812 hedge funds and large institutions have $20.1B invested in Occidental Petroleum in 2021 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 238 increasing their positions, 258 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 84

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

26% more call options, than puts

Call options by funds: $1.08B | Put options by funds: $854M

7% more funds holding

Funds holding: 757812 (+55)

2.38% more ownership

Funds ownership: 71.91%74.29% (+2.4%)

1% more capital invested

Capital invested by funds: $19.9B → $20.1B (+$234M)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 258

Holders
812
Holders Change
+55
Holders Change %
+7.27%
% of All Funds
12.5%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
151
Increased
238
Reduced
258
Closed
84
Calls
$1.08B
Puts
$854M
Net Calls
+$226M
Net Calls Change
-$263M
Name Holding Trade Value Shares
Change
Change in
Stake
MLM
401
Mount Lucas Management
Pennsylvania
$474K +$513K +16,335 New
OC
402
Oakworth Capital
Alabama
$459K
PGFC
403
Peapack-Gladstone Financial Corp
New Jersey
$456K -$133K -4,242 -21%
PCA
404
Personal Capital Advisors
California
$456K +$49.5K +1,577 +11%
RJT
405
Raymond James Trust
Florida
$450K -$205K -6,528 -30%
GCM
406
Graham Capital Management
Connecticut
$445K +$482K +15,375 New
DHGWA
407
Dixon Hughes Goodman Wealth Advisors
North Carolina
$442K +$479K +15,250 New
CLOS
408
Compagnie Lombard Odier SCmA
Switzerland
$436K
GIP
409
Greatmark Investment Partners
Georgia
$432K
FNBOH
410
First National Bank of Hutchinson
Kansas
$430K +$466K +14,842 New
ECM
411
ExodusPoint Capital Management
New York
$425K -$1.44M -46,001 -76%
6CM
412
683 Capital Management
New York
$420K
MYAM
413
Meiji Yasuda Asset Management
Japan
$416K +$139K +4,430 +45%
IRF
414
IBM Retirement Fund
New York
$408K -$306K -9,764 -41%
LWAC
415
Laurel Wealth Advisors (California)
California
$407K +$142K +4,510 +47%
CT
416
Chicago Trust
Illinois
$405K
HI
417
Harbour Investments
Wisconsin
$402K -$75.6K -2,408 -15%
OQS
418
Occudo Quantitative Strategies
Florida
$401K -$274K -8,732 -39%
SI
419
SCP Investment
California
$400K +$433K +13,800 New
SWP
420
Stratos Wealth Partners
Ohio
$395K +$14.1K +450 +3%
JWBC
421
J.W. Burns & Co
New York
$393K -$10.5K -335 -2%
V
422
Veritable
Delaware
$392K +$96.3K +3,069 +29%
FAIM
423
Financial Advocates Investment Management
Washington
$391K +$115K +3,671 New
SPWM
424
Straight Path Wealth Management
Michigan
$391K +$424K +13,500 New
EF
425
Empirical Finance
Pennsylvania
$384K +$80.7K +2,573 +24%

OXY Hedge Fund Activity: Q4 2021 in Review

812 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2021, worth a combined $20.1B — up 1.2% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new OXY positions and 84 closed out — a net gain of 67 holders — while 238 added to existing stakes and 258 trimmed.

The largest buyer was MFN Partners, opening a new position worth an estimated $343M. The largest seller was Wellington Management Group, cutting an estimated $113M.

  • 812 institutional investors held Occidental Petroleum (OXY) as of Q4 2021, up from 757 in Q3 2021.
  • Funds reported $20.1B of Occidental Petroleum stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 151 funds opened new Occidental Petroleum positions in Q4 2021 and 84 closed out, a net change of +67 holders.
  • The largest Occidental Petroleum buyer in Q4 2021 was MFN Partners, an estimated $343M added.
  • The largest Occidental Petroleum seller in Q4 2021 was Wellington Management Group, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2021.