Occidental Petroleum
726 hedge funds and large institutions have $11.7B invested in Occidental Petroleum in 2020 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 177 increasing their positions, 344 reducing their positions, and 163 closing their positions.
45% more capital invested
Capital invested by funds: $8.07B → $11.7B (+$3.64B)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
7% less call options, than puts
Call options by funds: $500M | Put options by funds: $539M
6.3% less ownership
Funds ownership: 77.47% → 71.16% (-6.3%)
9% less funds holding
Funds holding: 800 → 726 (-74)
43% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 163
49% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 344
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$461M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$91.6M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$27.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$21.4M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$321M |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$219M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$189M |
| 4 |
ClearBridge Investments
New York
|
-$71.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$50.8M |
OXY Hedge Fund Activity: Q2 2020 in Review
726 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2020, worth a combined $11.7B — up 45% from $8.07B a quarter earlier.
Sellers outnumbered buyers: 163 funds closed out of OXY and 93 opened new positions — a net loss of 70 holders — while 344 trimmed existing stakes and 177 added.
The largest buyer was Vanguard Group, adding an estimated $461M. The largest seller was Macquarie Group, cutting an estimated $321M.
- 726 institutional investors held Occidental Petroleum (OXY) as of Q2 2020, down from 800 in Q1 2020.
- Funds reported $11.7B of Occidental Petroleum stock for Q2 2020, up 45% quarter-over-quarter.
- 93 funds opened new Occidental Petroleum positions in Q2 2020 and 163 closed out, a net change of -70 holders.
- The largest Occidental Petroleum buyer in Q2 2020 was Vanguard Group, an estimated $461M added.
- The largest Occidental Petroleum seller in Q2 2020 was Macquarie Group, an estimated $321M sold.
Based on aggregated 13F filings for Q2 2020.