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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
LFG
651
Larson Financial Group
Missouri
$3K
PS
652
Planned Solutions
California
$3K
RTC
653
Riverview Trust Company
Washington
$3K
SL
654
Savior LLC
Massachusetts
$3K
BC
655
Bartlett & Co
Ohio
$3K +$439 +32 +24%
HFA
656
Hoover Financial Advisors
Pennsylvania
$3K +$1.6K +117 New
TFO
657
Tarbox Family Office
California
$3K +$2.03K +148 +1,138%
APC
658
Aspire Private Capital
North Carolina
$3K +$2.74K +200 New
BSSFA
659
Baron Silver Stevens Financial Advisors
Florida
$3K +$2.74K +200 New
JGIA
660
Jackson Grant Investment Advisers
Connecticut
$3K +$2.74K +200 New
BCWM
661
Bartlett & Co Wealth Management
Ohio
$2.84K +$439 +32 +24%
WB
662
Webster Bank
Connecticut
$2K -$9.08K -662 -87%
CHC
663
City Holding Co
West Virginia
$2K -$3.84K -280 -71%
BWM
664
BerganKDV Wealth Management
Minnesota
$2K -$1.07K -78 -47%
RIM
665
Rockbridge Investment Management
New York
$2K -$453 -33 -25%
OSAM
666
O'Shaughnessy Asset Management
Connecticut
$2K -$288 -21 -17%
APW
667
Acima Private Wealth
Virginia
$2K
CFO
668
CVA Family Office
Colorado
$2K
LJHT
669
Laurie J. Hall Trustee
$2K
SFSIG
670
San Francisco Sentry Investment Group
California
$2K
LWA
671
Lenox Wealth Advisors
New York
$2K +$41 +3 +3%
TCM
672
TD Capital Management
Tennessee
$2K +$1.23K +90 +900%
FFA
673
Freedman Financial Associates
Massachusetts
$2K +$1.37K +100 New
TC
674
Truvestments Capital
Florida
$2K +$2.3K +168 New
AIM
675
Anchor Investment Management
South Carolina
$1.73K

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.