We are live on ! Find out more
OXY icon

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
GLLW
676
Graves Light Lenhart Wealth
Virginia
$15K
SC
677
Sierra Capital
Florida
$15K
TFP
678
Tilia Fiduciary Partners
North Carolina
$15K +$16.2K +517 New
ASBI
679
American State Bank (Iowa)
Iowa
$14.5K
MSFP
680
Mark Sheptoff Financial Planning
Connecticut
$14K
PGAM
681
Princeton Global Asset Management
New Jersey
$14K
PFA
682
Professional Financial Advisors
Nebraska
$14K
PA
683
PSI Advisors
Florida
$14K
SWM
684
Selective Wealth Management
Virginia
$14K
FPWM
685
FSB Premier Wealth Management
Iowa
$14K +$15.2K +484 New
AIM
686
AHL Investment Management
Florida
$14K +$15.7K +500 New
ACM
687
Aquatic Capital Management
Illinois
$14K +$15.7K +500 New
CWM
688
CarsonAllaria Wealth Management
Illinois
$14K +$15.7K +500 New
GEA
689
Glen Eagle Advisors
New Jersey
$13.3K -$6.28K -200 -30%
CBT
690
CoreFirst Bank & Trust
Kansas
$13K -$4.64K -148 -25%
1IA
691
1834 Investment Advisors
Wisconsin
$13K
HF
692
Halpern Financial
Virginia
$12.8K -$5.24K -167 -27%
CFFP
693
Center for Financial Planning
Michigan
$12K -$2.38K -76 -16%
BFEC
694
Benjamin F. Edwards & Company
Missouri
$12K
GTAM
695
Global Trust Asset Management
Florida
$12K
ME
696
McIlrath & Eck
Washington
$12K
TCM
697
Tradewinds Capital Management
Washington
$12K
O
698
Ossiam
France
$12K +$11.8K +377 +1,450%
COCM
699
Charter Oak Capital Management
New Hampshire
$11K -$6.28K -200 -34%
KPCM
700
Kings Point Capital Management
New York
$11K

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.