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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
FMP
776
Financial Management Professionals
Texas
$2K
HFS
777
HBC Financial Services
Washington
$2K
LWANC
778
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
MWM
779
Mascoma Wealth Management
New Hampshire
$2K
M
780
MOTCO
Texas
$2K
SWM
781
Sugarloaf Wealth Management
Georgia
$2K
VNA
782
Valley National Advisers
Pennsylvania
$2K
ZIG
783
Zullo Investment Group
Pennsylvania
$2K +$2.23K +71 New
KFS
784
Kelly Financial Services
Massachusetts
$1.07K
CWC
785
Carolinas Wealth Consulting
North Carolina
$1K
DWA
786
Delos Wealth Advisors
Texas
$1K
DAM
787
Delta Asset Management
Tennessee
$1K
LWA
788
Lenox Wealth Advisors
New York
$1K +$690 +22 New
CAL
789
Capital Advisors Ltd
Ohio
$1K +$722 +23 New
BA
790
Bivin & Associates
Oklahoma
$1K +$1.04K +33 New
AWM
791
Accel Wealth Management
Iowa
$1K +$1.29K +41 +410%
SIC
792
SJS Investment Consulting
Ohio
$1K +$1.41K +45 New
LFA
793
Level Financial Advisors
New York
$1K +$1.57K +50 New
WPA
794
West Paces Advisors
Georgia
$638
RA
795
Rise Advisors
New York
$290 +$314 +10 New
WA
796
WestEnd Advisors
North Carolina
$173 +$188 +6 New
BBHC
797
Brown Brothers Harriman & Co
New York
$95
RTC
798
Riverview Trust Company
Washington
$5
SFCL
799
Strengthening Families & Communities LLC
Massachusetts
$4 +$44.3K +1,412 New
FFG
800
Ford Financial Group
California
$2 +$2.35K +75 New

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.