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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
CFO
701
CVA Family Office
Colorado
$11K +$9.1K +290 +290%
BWM
702
BerganKDV Wealth Management
Minnesota
$11K +$9.41K +300 +345%
ARIS
703
Advanced Research Investment Solutions
California
$11K +$12.6K +400 New
JMF
704
Johnson Midwest Financial
Iowa
$10K
PK
705
Pflug Koory
Nebraska
$10K
RIM
706
Rockbridge Investment Management
New York
$10K +$7.53K +240 +247%
HS
707
Horan Securities
United States
$10K +$11.3K +360 New
CT
708
Caldwell Trust
Florida
$9.42K
SWA
709
SOA Wealth Advisors
New York
$9K -$3.14K -100 -24%
CHA
710
Carmichael Hill & Associates
Maryland
$9K
RCC
711
Red Cedar Capital
Nebraska
$9K
TC
712
Trust Company
Kansas
$9K
WT
713
Whittier Trust
California
$9K
JWA
714
JFS Wealth Advisors
Pennsylvania
$9K +$6.75K +215 +256%
CM
715
Cornerstone Management
Georgia
$8.7K +$9.41K +300 New
SWA
716
Sutton Wealth Advisors
Florida
$8.26K
FCB
717
First Command Bank
Texas
$8K
HWA
718
HHM Wealth Advisors
Tennessee
$8K
SC
719
SouthState Corp
Florida
$8K
FCFS
720
First Command Financial Services
Texas
$7K -$1.1K -35 -12%
SC
721
Skylands Capital
Wisconsin
$7K
MCM
722
MV Capital Management
Maryland
$7K +$753 +24 +11%
TSWM
723
Tyler-Stone Wealth Management
Ohio
$7K +$8.1K +258 New
BWL
724
Bogart Wealth LLC
Virginia
$6K -$18.7K -596 -73%
CB
725
Community Bank
New York
$6K

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.