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Occidental Petroleum
OXY

1,219 hedge funds and large institutions have $45B invested in Occidental Petroleum in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 490 increasing their positions, 407 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 407

0% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 113

0.49% less ownership

Funds ownership: 80.99% → 80.5% (-0.49%)

3% less capital invested

Capital invested by funds: $46.3B → $45B (-$1.3B)

2% less funds holding

Funds holding: 1,241 → 1,219 (-22)

23% less funds holding in top 10

Funds holding in top 10: 30 → 23 (-7)

32% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.76B

Holders
1,219
Holders Change
-22
Holders Change %
-1.77%
% of All Funds
17.61%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.33%
New
113
Increased
490
Reduced
407
Closed
113
Calls
$1.87B
Puts
$2.76B
Net Calls
-$897M
Net Calls Change
+$45.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$466M
2
State Street
State Street
Massachusetts
+$158M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$120M
4
HCM
Himalaya Capital Management
Washington
+$94M
5
HF
HRT Financial
New York
+$66.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$439M
2
Two Sigma Investments
Two Sigma Investments
New York
-$104M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$100M
4
Dodge & Cox
Dodge & Cox
California
-$74.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$70.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$68.8M +$2.98M +46,420 +4%
SP
52
Sarasin & Partners
United Kingdom
$63.9M +$65M +1,013,482 New
First Trust Advisors
53
First Trust Advisors
Illinois
$62.9M +$740K +11,532 +1%
RJA
54
Raymond James & Associates
Florida
$59.9M -$2.01M -31,306 -3%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$58.9M +$1.95M +30,379 +3%
TD Asset Management
56
TD Asset Management
Ontario, Canada
$55.8M +$8.59M +133,985 +18%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$55.6M -$1.73M -26,921 -3%
Mitsubishi UFJ Asset Management
58
Mitsubishi UFJ Asset Management
Japan
$55.1M +$6.22M +96,947 +12%
Aviva
59
Aviva
United Kingdom
$52.3M +$9.91M +154,602 +23%
Royal London Asset Management
60
Royal London Asset Management
United Kingdom
$51.8M -$12.1M -189,245 -19%
PWM
61
Perigon Wealth Management
California
$51.4M +$6.29K +98 +0%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$51.2M -$10M -156,385 -16%
Nomura Holdings
63
Nomura Holdings
Japan
$48.4M -$16.1M -250,322 -25%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$47M -$4.14M -64,630 -8%
Citigroup
65
Citigroup
New York
$46.9M +$13.7M +213,670 +40%
Principal Financial Group
66
Principal Financial Group
Iowa
$45.6M -$520K -8,108 -1%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$44.7M +$411K +6,411 +0.9%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$44.6M -$40M -624,486 -47%
SI
69
Scharf Investments
California
$42.7M +$43.5M +678,161 New
SEI Investments
70
SEI Investments
Pennsylvania
$38.9M -$1.86M -28,953 -4%
Ameriprise
71
Ameriprise
Minnesota
$38.3M -$1.04M -16,292 -3%
BGIM
72
Brandywine Global Investment Management
Pennsylvania
$38.3M +$9.25M +144,233 +31%
Fisher Asset Management
73
Fisher Asset Management
Washington
$38.2M -$23.2K -361 -0.1%
Citadel Advisors
74
Citadel Advisors
Florida
$37.4M -$3.07M -47,835 -7%
LPL Financial
75
LPL Financial
California
$37.4M +$128K +1,990 +0.3%
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OXY Hedge Fund Activity: Q2 2024 in Review

1,219 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2024, worth a combined $45B — down 2.8% from $46.3B a quarter earlier.

Fund positioning in OXY was balanced in Q2 2024: 113 funds opened new positions, 113 closed out, 490 added to existing stakes and 407 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $466M. The largest seller was Pacer Advisors, cutting an estimated $439M.

  • 1,219 institutional investors held Occidental Petroleum (OXY) as of Q2 2024, down from 1,241 in Q1 2024.
  • Funds reported $45B of Occidental Petroleum stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 113 funds opened new Occidental Petroleum positions in Q2 2024 and 113 closed out, a net change of 0 holders.
  • The largest Occidental Petroleum buyer in Q2 2024 was Berkshire Hathaway, an estimated $466M added.
  • The largest Occidental Petroleum seller in Q2 2024 was Pacer Advisors, an estimated $439M sold.

Based on aggregated 13F filings for Q2 2024.