We are live on ! Find out more
OXY icon

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
APP
851
Avantax Planning Partners
Iowa
-$216K -7,315 Closed
HCP
852
Holt Capital Partners
Texas
-$215K -7,280 Closed
VIA
853
Vident Investment Advisory
Georgia
-$213K -7,225 Closed
FFA
854
Founders Financial Alliance
North Carolina
-$205K -6,932 Closed
IB
855
Intrust Bank
Kansas
-$204K -6,886 Closed
EI
856
Ethic Inc
New York
-$201K -6,781 Closed
BCM
857
Brookstone Capital Management
Illinois
-$212K -6,564 Closed
1832 Asset Management
858
1832 Asset Management
Ontario, Canada
-$185K -6,128 Closed
PR
859
Payden & Rygel
California
-$177K -6,000 Closed
IF
860
Ironwood Financial
Arizona
-$174K -5,886 Closed
CI
861
CX Institutional
Indiana
-$169K -5,723 Closed
HA
862
Herold Advisors
New York
-$74K -2,530 Closed
JCM
863
Jacobi Capital Management
Pennsylvania
-$57K -1,920 Closed
AWA
864
Arkadios Wealth Advisors
Georgia
-$52K -1,759 Closed
EWA
865
Evolution Wealth Advisors
Florida
-$51K -1,741 Closed
AIM
866
Achmea Investment Management
Netherlands
-$48K -1,602 Closed
OSAM
867
O'Shaughnessy Asset Management
Connecticut
-$42K -1,411 Closed
KIG
868
Kowal Investment Group
Wisconsin
-$30K -1,010 Closed
PWM
869
Prentice Wealth Management
New York
-$24K -800 Closed
DFCM
870
Dark Forest Capital Management
Puerto Rico
-$25K -797 -98%
IFA
871
Interactive Financial Advisors
Illinois
-$16K -546 Closed
CAGAS
872
Capital Advisory Group Advisory Services
Minnesota
-$15K -524 Closed
HR
873
Howe & Rusling
New York
-$13K -434 Closed
IWA
874
IBEX Wealth Advisors
New Jersey
-$12K -400 Closed
HFS
875
Hantz Financial Services
Michigan
-$11K -360 Closed

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.