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Occidental Petroleum

681 hedge funds and large institutions have $6.23B invested in Occidental Petroleum in 2020 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 158 increasing their positions, 320 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.22% less ownership

Funds ownership: 71.16%66.94% (-4.2%)

6% less funds holding

Funds holding: 726681 (-45)

23% less call options, than puts

Call options by funds: $234M | Put options by funds: $302M

34% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 113

47% less capital invested

Capital invested by funds: $11.7B → $6.23B (-$5.48B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

51% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 320

Holders
681
Holders Change
-45
Holders Change %
-6.2%
% of All Funds
13.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
75
Increased
158
Reduced
320
Closed
113
Calls
$234M
Puts
$302M
Net Calls
-$68.4M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
651
CVA Family Office
Colorado
$1K
DSC
652
Duncker Streett & Co
Missouri
$1K
HFM
653
Hartford Financial Management
Connecticut
$1K
LWANC
654
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
LWA
655
Lenox Wealth Advisors
New York
$1K
LFG
656
LifePlan Financial Group
Ohio
$1K
RG
657
Retirement Group
California
$1K
SFSIG
658
San Francisco Sentry Investment Group
California
$1K
SIAS
659
Shine Investment Advisory Services
Colorado
$1K
VNA
660
Valley National Advisers
Pennsylvania
$1K
PFWA
661
Paces Ferry Wealth Advisors
Georgia
$1K +$931 +66 New
BWM
662
Baystate Wealth Management
Massachusetts
$1K +$1.01K +72 New
WAS
663
Winch Advisory Services
Wisconsin
$1K +$1.41K +100 New
LJHT
664
Laurie J. Hall Trustee
$1K +$1.89K +134 New
BWM
665
BNC Wealth Management
Oregon
$1K +$2.1K +149 New
VRM
666
Vectors Research Management
New York
$1K +$14.1K +1,000 +1,786%
Koshinski Asset Management
667
Koshinski Asset Management
Illinois
$557 -$88.9K -6,308 -11%
KFS
668
Kelly Financial Services
Massachusetts
$370
ED
669
Exane Derivatives
France
$120 +$169 +12 New
Capital World Investors
670
Capital World Investors
California
-$197M -10,747,154 Closed
WorldQuant Millennium Advisors
671
WorldQuant Millennium Advisors
New York
-$21.4M -1,170,439 Closed
GAM
672
Goldentree Asset Management
New York
-$20.9M -1,141,745 Closed
Connor, Clark & Lunn Investment Management (CC&L)
673
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$7.37M -402,557 Closed
Voloridge Investment Management
674
Voloridge Investment Management
Florida
-$6.74M -368,276 Closed
FCM
675
Fairholme Capital Management
Florida
-$6M -328,110 Closed

OXY Hedge Fund Activity: Q3 2020 in Review

681 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q3 2020, worth a combined $6.23B — down 47% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of OXY and 75 opened new positions — a net loss of 38 holders — while 320 trimmed existing stakes and 158 added.

The largest buyer was Citadel Advisors, adding an estimated $83.6M. The largest seller was Capital World Investors, exiting entirely with an estimated $197M sold.

  • 681 institutional investors held Occidental Petroleum (OXY) as of Q3 2020, down from 726 in Q2 2020.
  • Funds reported $6.23B of Occidental Petroleum stock for Q3 2020, down 47% quarter-over-quarter.
  • 75 funds opened new Occidental Petroleum positions in Q3 2020 and 113 closed out, a net change of -38 holders.
  • The largest Occidental Petroleum buyer in Q3 2020 was Citadel Advisors, an estimated $83.6M added.
  • The largest Occidental Petroleum seller in Q3 2020 was Capital World Investors, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2020.