We are live on ! Find out more
OXY icon

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
CPA
576
Cowen Prime Advisors
New York
$10K
FCB
577
First Command Bank
Texas
$10K
FCFS
578
First Command Financial Services
Texas
$10K
JFA
579
JNBA Financial Advisors
Minnesota
$10K
FHC
580
First Horizon Corporation
Tennessee
$10K +$1.22K +89 +18%
SWA
581
SOA Wealth Advisors
New York
$10K +$5.72K +417 New
AFG
582
Albion Financial Group
Utah
$10K +$7.54K +550 New
COCM
583
Charter Oak Capital Management
New Hampshire
$10K +$8.17K +596 New
FCMT
584
Founders Capital Management (Texas)
Texas
$10K +$8.23K +600 New
TFIPS
585
Towarzystwo Funduszy Inwestycyjnych PZU SA
$9.81K +$7.78K +567 New
WT
586
Washington Trust
Rhode Island
$9K -$12.3K -894 -64%
SLF
587
Sun Life Financial
Ontario, Canada
$9K -$178 -13 -3%
CAGAS
588
Capital Advisory Group Advisory Services
Minnesota
$9K
PGAM
589
Princeton Global Asset Management
New Jersey
$9K
HGWM
590
Harvest Group Wealth Management
Massachusetts
$9K +$14 +1 +0.2%
CWP
591
Concord Wealth Partners
Virginia
$9K +$6.86K +500 New
GLLW
592
Graves Light Lenhart Wealth
Virginia
$9K +$7.12K +519 New
ASBI
593
American State Bank (Iowa)
Iowa
$8.65K +$6.86K +500 New
FHA
594
First Horizon Advisors
Tennessee
$8K -$14.4K -1,049 -67%
EFSCE
595
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$192 -14 -3%
CFFP
596
Center for Financial Planning
Michigan
$8K
PFA
597
Professional Financial Advisors
Nebraska
$8K
HIA
598
Harbor Investment Advisory
Maryland
$7K -$6.1K -445 -52%
OIA
599
Optimum Investment Advisors
Illinois
$7K -$3.54K -258 -38%
1IA
600
1834 Investment Advisors
Wisconsin
$7K -$2.77K -202 -32%

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.