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Occidental Petroleum

696 hedge funds and large institutions have $11.1B invested in Occidental Petroleum in 2020 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 159 increasing their positions, 300 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $6.23B → $11.1B (+$4.91B)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

52% more call options, than puts

Call options by funds: $751M | Put options by funds: $493M

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

2% more funds holding

Funds holding: 681696 (+15)

2.06% more ownership

Funds ownership: 66.94%69% (+2.1%)

47% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 300

Holders
696
Holders Change
+15
Holders Change %
+2.2%
% of All Funds
12.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
128
Increased
159
Reduced
300
Closed
104
Calls
$751M
Puts
$493M
Net Calls
+$258M
Net Calls Change
+$327M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
451
Federated Hermes
Pennsylvania
$154K +$121K +8,832 +883,200%
AF
452
Allworth Financial
California
$151K -$6.75K -492 -5%
PFO
453
Pathstone Family Office
New Jersey
$147K +$111K +8,101 +2,083%
PP
454
Paloma Partners
Connecticut
$144K -$12M -875,986 -99%
AWM
455
Avior Wealth Management
Nebraska
$141K -$5.35K -390 -10%
WAM
456
Westport Asset Management
Connecticut
$140K
TI
457
Truehand Inc
New Hampshire
$132K
PA
458
Parallel Advisors
California
$131K +$10.5K +768 +11%
POIA
459
Pin Oak Investment Advisors
Texas
$127K
BBHC
460
Brown Brothers Harriman & Co
New York
$120K -$4.25K -310 -4%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$119K +$1.48K +108 +2%
YAL
462
Your Advocates Ltd
Texas
$117K
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$116K
Bessemer Group
464
Bessemer Group
New Jersey
$115K -$27.5K -2,005 -23%
LWCFA
465
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$113K -$8.23K -600 -8%
IA
466
Inspire Advisors
Idaho
$112K +$88.7K +6,470 New
AIC
467
Archer Investment Corporation
Indiana
$107K
WIM
468
Westside Investment Management
California
$106K -$54.9K -4,000 -33%
CFG
469
CKW Financial Group
Hawaii
$95K
CL
470
COWA LLC
Oklahoma
$95K +$58.4K +4,261 New
FMLI
471
Fukoku Mutual Life Insurance
Japan
$92K -$23.3K -1,700 -24%
FF
472
FourThought Financial
Florida
$91K +$72.5K +5,284 New
ASN
473
Advisory Services Network
Georgia
$87K -$135K -9,830 -66%
GRP
474
Global Retirement Partners
California
$81K +$6.86K +500 +12%
CCC
475
Crescent Capital Consulting
Louisiana
$79K +$62.3K +4,541 New

OXY Hedge Fund Activity: Q4 2020 in Review

696 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2020, worth a combined $11.1B — up 79% from $6.23B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new OXY positions and 104 closed out — a net gain of 24 holders — while 159 added to existing stakes and 300 trimmed.

The largest buyer was Appaloosa LP, opening a new position worth an estimated $111M. The largest seller was Citadel Advisors, cutting an estimated $87.6M.

  • 696 institutional investors held Occidental Petroleum (OXY) as of Q4 2020, up from 681 in Q3 2020.
  • Funds reported $11.1B of Occidental Petroleum stock for Q4 2020, up 79% quarter-over-quarter.
  • 128 funds opened new Occidental Petroleum positions in Q4 2020 and 104 closed out, a net change of +24 holders.
  • The largest Occidental Petroleum buyer in Q4 2020 was Appaloosa LP, an estimated $111M added.
  • The largest Occidental Petroleum seller in Q4 2020 was Citadel Advisors, an estimated $87.6M sold.

Based on aggregated 13F filings for Q4 2020.