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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
DMK
501
David M. Knott
$51K
IA
502
IFP Advisors
Florida
$51K +$1.14K +83 +3%
VFA
503
Valeo Financial Advisors
Indiana
$49K +$4.1K +299 +12%
MAM
504
Meeder Asset Management
Ohio
$49K +$8.59K +626 +28%
BCA
505
Berman Capital Advisors
Georgia
$45K +$10.9K +797 +44%
AWG
506
Altus Wealth Group
Colorado
$45K +$35.3K +2,574 New
WEC
507
Winslow Evans & Crocker
Massachusetts
$44K -$5.2K -379 -13%
IRC
508
Investors Research Corp
Georgia
$44K -$4.11K -300 -11%
VC
509
Vestor Capital
Illinois
$42K +$33.5K +2,446 New
CA
510
Clearstead Advisors
Ohio
$40K
CBT
511
Central Bank & Trust
Kentucky
$40K +$24.7K +1,800 +340%
CI
512
CX Institutional
Indiana
$39K +$14.9K +1,084 +94%
WC
513
Wexford Capital
Florida
$39K +$31.2K +2,272 New
SAM
514
S.A. Mason
Michigan
$36K -$1.91K -139 -6%
FWM
515
Focused Wealth Management
New York
$35K
HCP
516
Hexagon Capital Partners
Arkansas
$35K
PMFA
517
Plante Moran Financial Advisors
Michigan
$35K
TI
518
tru Independence
Oregon
$34.6K -$14.7K -1,075 -35%
EP
519
Eudaimonia Partners
Tennessee
$34K -$14.9K -1,089 -36%
ST
520
Sageworth Trust
Pennsylvania
$34K
PP
521
Pacifica Partners
Canada
$34K +$3.29K +240 +14%
JCM
522
Jacobi Capital Management
Pennsylvania
$33K
SCM
523
Silvant Capital Management
Georgia
$33K
PFGIA
524
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$14.1K +1,029 +122%
LC
525
Lindbrook Capital
California
$30K -$850 -62 -4%

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.