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Occidental Petroleum
OXY

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: 11 → 15 (+4)

26% more call options, than puts

Call options by funds: $1.08B | Put options by funds: $854M

7% more funds holding

Funds holding: 757 → 812 (+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

Top Buyers

Rank Fund Capital Flow
1
MP
MFN Partners
Massachusetts
+$343M
2
GQG Partners
GQG Partners
Florida
+$98M
3
LCM
Laurion Capital Management
New York
+$96.4M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$87.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$77.2M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$113M
2
Dodge & Cox
Dodge & Cox
California
-$86.9M
3
Two Sigma Investments
Two Sigma Investments
New York
-$61.6M
4
ARCM
Asia Research & Capital Management
Hong Kong
-$44.4M
5
State Street
State Street
Massachusetts
-$39.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
751
Creative Financial Designs
Indiana
$4K -$27.8K -887 -86%
LFG
752
Larson Financial Group
Missouri
$4K -$15.7K -500 -79%
TWM
753
Tradition Wealth Management
Minnesota
$4K -$3.52K -112 -46%
BIA
754
Bell Investment Advisors
California
$4K – – –
GWSG
755
GPS Wealth Strategies Group
Colorado
$4K – – –
LJHT
756
Laurie J. Hall Trustee
$4K – – –
SC
757
Schubert & Co
Texas
$4K +$3.8K +121 New
RDIA
758
RE Dickinson Investment Advisors
Iowa
$4K +$3.83K +122 New
SFM
759
Signet Financial Management
New Jersey
$4K +$4.17K +133 New
VRS
760
Virginia Retirement Systems
Virginia
$3.96K +$4.29M +136,700 New
TCM
761
TD Capital Management
Tennessee
$3K -$628 -20 -17%
APW
762
Acima Private Wealth
Virginia
$3K – – –
BAM
763
Bellevue Asset Management
Washington
$3K – – –
EIP
764
Ellis Investment Partners
Pennsylvania
$3K – – –
EW
765
Evoke Wealth
California
$3K – – –
GCM
766
Gables Capital Management
Florida
$3K – – –
KA
767
Kozak & Associates
Colorado
$3K – – –
WB
768
Webster Bank
Connecticut
$3K – – –
AA
769
Addison Advisors
Vermont
$3K +$2.67K +85 +425%
BWM
770
Baystate Wealth Management
Massachusetts
$3K +$3.14K +100 New
BAM
771
Byrne Asset Management
New Jersey
$3K +$3.14K +100 New
ACM
772
Absolute Capital Management
Pennsylvania
$2.9K +$3.14K +100 New
MP
773
McDonald Partners
Ohio
$2.9K +$3.14K +100 New
CP
774
Castleview Partners
Texas
$2.31K +$2.1M +66,995 New
ARMC
775
American Research & Management Company
Massachusetts
$2K – – –
29 30
31
32 33

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.