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Occidental Petroleum

1,160 hedge funds and large institutions have $44.9B invested in Occidental Petroleum in 2023 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 394 increasing their positions, 418 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 2735 (+8)

14% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 116

11% more capital invested

Capital invested by funds: $40.4B → $44.9B (+$4.47B)

1.04% more ownership

Funds ownership: 77.16%78.2% (+1%)

0% more funds holding

Funds holding: 1,1551,160 (+5)

6% less repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 418

12% less call options, than puts

Call options by funds: $2.47B | Put options by funds: $2.8B

Holders
1,160
Holders Change
+5
Holders Change %
+0.43%
% of All Funds
18.41%
Holding in Top 10
35
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+29.63%
% of All Funds
0.56%
New
132
Increased
394
Reduced
418
Closed
116
Calls
$2.47B
Puts
$2.8B
Net Calls
-$326M
Net Calls Change
+$196M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$158M -$4.46M -70,846 -3%
UBS Group
27
UBS Group
Switzerland
$153M +$6.86M +109,039 +5%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$146M +$23.6M +374,346 +21%
American Century Companies
29
American Century Companies
Missouri
$146M +$121M +1,922,656 +600%
Swiss National Bank
30
Swiss National Bank
Switzerland
$140M -$27.9M -443,800 -17%
UBS AM
31
UBS AM
Illinois
$116M -$5.41M -85,957 -5%
Barclays
32
Barclays
United Kingdom
$110M +$10.5M +166,452 +11%
JP Morgan Chase
33
JP Morgan Chase
New York
$107M -$13.4M -212,745 -11%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$106M -$8.4M -133,572 -8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$106M -$12.4M -196,698 -11%
AP
36
Antipodes Partners
Australia
$102M +$43.6M +692,464 +81%
HighTower Advisors
37
HighTower Advisors
Illinois
$94.5M +$1.17M +18,556 +1%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$88.5M -$29.2M -463,897 -25%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$85.9M -$18.3M -291,200 -18%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$83.3M -$186K -2,949 -0.2%
National Pension Service
41
National Pension Service
South Korea
$82.6M -$1.29M -20,579 -2%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$79.6M +$25.6M +406,448 +50%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$79.5M -$4.2M -66,729 -5%
Deutsche Bank
44
Deutsche Bank
Germany
$76.5M +$3.56M +56,587 +5%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$73.1M +$40.7M +646,915 +135%
Marshall Wace
46
Marshall Wace
United Kingdom
$72M +$69.8M +1,109,080 New
ACM
47
Anomaly Capital Management
New York
$65.2M +$63.2M +1,004,272 New
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$64.4M -$8.4M -133,519 -12%
Eagle Capital Management (New York)
49
Eagle Capital Management (New York)
New York
$62M +$60.1M +955,963 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$59.7M -$4.55M -72,363 -7%

OXY Hedge Fund Activity: Q3 2023 in Review

1,160 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q3 2023, worth a combined $44.9B — up 11% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new OXY positions and 116 closed out — a net gain of 16 holders — while 394 added to existing stakes and 418 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $147M. The largest seller was Vanguard Group, cutting an estimated $194M.

  • 1,160 institutional investors held Occidental Petroleum (OXY) as of Q3 2023, up from 1,155 in Q2 2023.
  • Funds reported $44.9B of Occidental Petroleum stock for Q3 2023, up 11% quarter-over-quarter.
  • 132 funds opened new Occidental Petroleum positions in Q3 2023 and 116 closed out, a net change of +16 holders.
  • The largest Occidental Petroleum buyer in Q3 2023 was Bank of New York Mellon, an estimated $147M added.
  • The largest Occidental Petroleum seller in Q3 2023 was Vanguard Group, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2023.