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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
TCOV
526
Trust Company of Vermont
Vermont
$29K
LGA
527
Lebenthal Global Advisors
New York
$29K +$23.3K +1,700 New
CIA
528
CSat Investment Advisory
Michigan
$28K -$442K -32,244 -95%
CA
529
Crewe Advisors
Utah
$27K
CWM
530
Cedar Wealth Management
California
$27K +$110 +8 +0.5%
VBCG
531
Valley Brook Capital Group
Pennsylvania
$27K +$21.9K +1,600 New
LTI
532
Laffer Tengler Investments
Tennessee
$26.4K
HPC
533
HM Payson & Co
Maine
$26K -$4.55K -332 -18%
AA
534
Ancora Advisors
Ohio
$26K +$5.49K +400 +36%
RA
535
Reby Advisors
Connecticut
$25K +$20.2K +1,473 New
MCM
536
Manchester Capital Management
Vermont
$24K
WAM
537
Wolverine Asset Management
Illinois
$22K -$418K -30,490 -96%
EWM
538
Endurance Wealth Management
Rhode Island
$22K -$301K -21,966 -95%
VCG
539
Vantage Consulting Group
Virginia
$22K +$17.6K +1,285 New
RE
540
RBC Europe
United Kingdom
$21.1K -$2K -146 -11%
APA
541
American Portfolios Advisors
New York
$20.9K -$20.3K -1,480 -55%
MHR
542
Matthew Hamilton Rosenberg
$20K
WT
543
Whittier Trust
California
$19K -$10.7K -779 -41%
ZB
544
Zions Bancorporation
Utah
$19K -$3.24K -236 -18%
CCM
545
Covington Capital Management
California
$19K
AAP
546
Arax Advisory Partners
Colorado
$19K +$14 +1 +0.1%
GWS
547
Glassman Wealth Services
Virginia
$18K -$1.98K -144 -12%
MCM
548
McMillion Capital Management
North Carolina
$18K +$14.3K +1,044 New
TFS
549
TrustCore Financial Services
Tennessee
$17K -$1.37K -100 -9%
BWL
550
Bogart Wealth LLC
Virginia
$17K

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.