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Occidental Petroleum

696 hedge funds and large institutions have $11.1B invested in Occidental Petroleum in 2020 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 159 increasing their positions, 300 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $6.23B → $11.1B (+$4.91B)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

52% more call options, than puts

Call options by funds: $751M | Put options by funds: $493M

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

2% more funds holding

Funds holding: 681696 (+15)

2.06% more ownership

Funds ownership: 66.94%69% (+2.1%)

47% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 300

Holders
696
Holders Change
+15
Holders Change %
+2.2%
% of All Funds
12.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
128
Increased
159
Reduced
300
Closed
104
Calls
$751M
Puts
$493M
Net Calls
+$258M
Net Calls Change
+$327M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
776
Hantz Financial Services
Michigan
-$3K -260 Closed
MRCM
777
M&R Capital Management
New Jersey
-$2K -241 Closed
SFFS
778
Stonehage Fleming Financial Services
Jersey
-$2K -200 Closed
BWM
779
BNC Wealth Management
Oregon
-$1K -149 Closed
RWML
780
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$1.25K -125 Closed
SNT
781
Security National Trust
West Virginia
-$1K -102 Closed
HFM
782
Hartford Financial Management
Connecticut
-$1K -100 Closed
RG
783
Retirement Group
California
-$1K -100 Closed
WAS
784
Winch Advisory Services
Wisconsin
-$1K -100 Closed
BWM
785
Baystate Wealth Management
Massachusetts
-$1K -72 Closed
PFWA
786
Paces Ferry Wealth Advisors
Georgia
-$1K -66 Closed
DSC
787
Duncker Streett & Co
Missouri
-$1K -58 Closed
ED
788
Exane Derivatives
France
-$120 -12 Closed
LWM
789
Liberty Wealth Management
California
-$14 -1 -33%
FWM
790
ForthRight Wealth Management
Georgia
+$96 +7 New
AWM
791
Accel Wealth Management
Iowa
+$137 +10 New
DAC
792
Dividend Assets Capital
South Carolina
+$137 +10 New
MA
793
MCF Advisors
Kentucky
+$219 +16 New
CWM
794
Curi Wealth Management
North Carolina
+$274 +20 New

OXY Hedge Fund Activity: Q4 2020 in Review

696 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2020, worth a combined $11.1B — up 79% from $6.23B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new OXY positions and 104 closed out — a net gain of 24 holders — while 159 added to existing stakes and 300 trimmed.

The largest buyer was Appaloosa LP, opening a new position worth an estimated $111M. The largest seller was Citadel Advisors, cutting an estimated $87.6M.

  • 696 institutional investors held Occidental Petroleum (OXY) as of Q4 2020, up from 681 in Q3 2020.
  • Funds reported $11.1B of Occidental Petroleum stock for Q4 2020, up 79% quarter-over-quarter.
  • 128 funds opened new Occidental Petroleum positions in Q4 2020 and 104 closed out, a net change of +24 holders.
  • The largest Occidental Petroleum buyer in Q4 2020 was Appaloosa LP, an estimated $111M added.
  • The largest Occidental Petroleum seller in Q4 2020 was Citadel Advisors, an estimated $87.6M sold.

Based on aggregated 13F filings for Q4 2020.