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Occidental Petroleum

812 hedge funds and large institutions have $20.1B invested in Occidental Petroleum in 2021 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 238 increasing their positions, 258 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 84

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

26% more call options, than puts

Call options by funds: $1.08B | Put options by funds: $854M

7% more funds holding

Funds holding: 757812 (+55)

2.38% more ownership

Funds ownership: 71.91%74.29% (+2.4%)

1% more capital invested

Capital invested by funds: $19.9B → $20.1B (+$234M)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 258

Holders
812
Holders Change
+55
Holders Change %
+7.27%
% of All Funds
12.5%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
151
Increased
238
Reduced
258
Closed
84
Calls
$1.08B
Puts
$854M
Net Calls
+$226M
Net Calls Change
-$263M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
601
Global Retirement Partners
California
$62K +$1.41K +45 +2%
TPCW
602
TD Private Client Wealth
New York
$61.7K -$13.2K -421 -17%
FAG
603
Fortitude Advisory Group
Washington
$61K +$65.6K +2,091 New
CC
604
Corsicana & Co
Texas
$60K
ONST
605
Old North State Trust
North Carolina
$58K +$31.2K +994 +99%
LAS
606
Lloyd Advisory Services
Georgia
$57K +$61.7K +1,967 New
AA
607
Ancora Advisors
Ohio
$55K
SCM
608
Silvant Capital Management
Georgia
$55K
CIM
609
Contravisory Investment Management
Massachusetts
$54K
CPW
610
Crestmont Private Wealth
Texas
$54K +$59K +1,879 New
CBT
611
Central Bank & Trust
Kentucky
$52K
BG
612
Bollard Group
Massachusetts
$49K
CA
613
Clearstead Advisors
Ohio
$46K
MWA
614
Miller Wealth Advisors
Colorado
$46K +$49.9K +1,590 New
SAM
615
S.A. Mason
Michigan
$45K -$18.8K -600 -28%
CA
616
Crewe Advisors
Utah
$45K
HPC
617
HM Payson & Co
Maine
$44K
SCA
618
Stonebridge Capital Advisors
Minnesota
$44K
EWA
619
EverSource Wealth Advisors
Alabama
$43K +$46.3K +1,475 New
LTI
620
Laffer Tengler Investments
Tennessee
$42.7K
TSW
621
Thompson Siegel & Walmsley
Virginia
$41K
TCOV
622
Trust Company of Vermont
Vermont
$41K +$44.2K +1,410 New
PHK
623
Point72 Hong Kong
Hong Kong
$41K +$44.4K +1,415 New
BTWM
624
Baker Tilly Wealth Management
Wisconsin
$40K +$43.6K +1,388 New
ST
625
Sageworth Trust
Pennsylvania
$39K

OXY Hedge Fund Activity: Q4 2021 in Review

812 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2021, worth a combined $20.1B — up 1.2% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new OXY positions and 84 closed out — a net gain of 67 holders — while 238 added to existing stakes and 258 trimmed.

The largest buyer was MFN Partners, opening a new position worth an estimated $343M. The largest seller was Wellington Management Group, cutting an estimated $113M.

  • 812 institutional investors held Occidental Petroleum (OXY) as of Q4 2021, up from 757 in Q3 2021.
  • Funds reported $20.1B of Occidental Petroleum stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 151 funds opened new Occidental Petroleum positions in Q4 2021 and 84 closed out, a net change of +67 holders.
  • The largest Occidental Petroleum buyer in Q4 2021 was MFN Partners, an estimated $343M added.
  • The largest Occidental Petroleum seller in Q4 2021 was Wellington Management Group, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2021.