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Occidental Petroleum

1,155 hedge funds and large institutions have $40.4B invested in Occidental Petroleum in 2023 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 393 increasing their positions, 414 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.85% less ownership

Funds ownership: 78.01%77.16% (-0.85%)

2% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 123

5% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 414

1% less funds holding

Funds holding: 1,1671,155 (-12)

8% less capital invested

Capital invested by funds: $43.8B → $40.4B (-$3.4B)

21% less call options, than puts

Call options by funds: $2B | Put options by funds: $2.53B

27% less funds holding in top 10

Funds holding in top 10: 3727 (-10)

Holders
1,155
Holders Change
-12
Holders Change %
-1.03%
% of All Funds
18.13%
Holding in Top 10
27
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.03%
% of All Funds
0.42%
New
121
Increased
393
Reduced
414
Closed
123
Calls
$2B
Puts
$2.53B
Net Calls
-$522M
Net Calls Change
-$329M
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
51
Point72 Asset Management
Connecticut
$52.1M -$54.8M -913,598 -51%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$50.7M -$6.37M -106,142 -11%
AP
53
Antipodes Partners
Australia
$50M +$17.1M +284,559 +50%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$48.3M +$19.1M +317,815 +63%
RJA
55
Raymond James & Associates
Florida
$48M +$2.92M +48,742 +6%
PWM
56
Perigon Wealth Management
California
$48M +$43.8M +730,296 +844%
Principal Financial Group
57
Principal Financial Group
Iowa
$46.6M -$4.47M -74,480 -9%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$43.3M -$3.07M -51,215 -6%
Alyeska Investment Group
59
Alyeska Investment Group
Illinois
$42.6M -$24.5M -408,334 -36%
ACM
60
Alua Capital Management
New York
$40.6M
Ameriprise
61
Ameriprise
Minnesota
$40M -$12M -200,509 -23%
Fisher Asset Management
62
Fisher Asset Management
Washington
$38.2M -$246K -4,100 -0.6%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$38.1M +$7.2M +120,035 +23%
Prudential Financial
64
Prudential Financial
New Jersey
$37.8M -$1.31M -21,887 -3%
SSA
65
Schonfeld Strategic Advisors
New York
$37M +$13.4M +223,357 +55%
Korea Investment Corp
66
Korea Investment Corp
South Korea
$36.1M -$38.5M -641,942 -51%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$35.6M +$7.68M +127,957 +27%
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$35.2M +$2.53M +42,243 +8%
Nordea Investment Management
69
Nordea Investment Management
Sweden
$34.2M +$3.45M +57,522 +11%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.1M -$2.52M -41,996 -7%
Citadel Advisors
71
Citadel Advisors
Florida
$33.5M -$50.6M -843,904 -60%
CS
72
Credit Suisse
Switzerland
$32.4M -$1.35M -22,561 -4%
Aviva
73
Aviva
United Kingdom
$32.2M +$6.1M +101,705 +23%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$30.6M -$3.1M -51,749 -9%
SM
75
Skaana Management
New York
$30M +$3.7M +61,617 +14%

OXY Hedge Fund Activity: Q2 2023 in Review

1,155 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2023, worth a combined $40.4B — down 7.8% from $43.8B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of OXY and 121 opened new positions — a net loss of 2 holders — while 414 trimmed existing stakes and 393 added.

The largest buyer was Berkshire Hathaway, adding an estimated $745M. The largest seller was BlackRock, cutting an estimated $308M.

  • 1,155 institutional investors held Occidental Petroleum (OXY) as of Q2 2023, down from 1,167 in Q1 2023.
  • Funds reported $40.4B of Occidental Petroleum stock for Q2 2023, down 7.8% quarter-over-quarter.
  • 121 funds opened new Occidental Petroleum positions in Q2 2023 and 123 closed out, a net change of -2 holders.
  • The largest Occidental Petroleum buyer in Q2 2023 was Berkshire Hathaway, an estimated $745M added.
  • The largest Occidental Petroleum seller in Q2 2023 was BlackRock, an estimated $308M sold.

Based on aggregated 13F filings for Q2 2023.