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Occidental Petroleum

757 hedge funds and large institutions have $19.9B invested in Occidental Petroleum in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 247 increasing their positions, 272 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $732M

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

1% more funds holding

Funds holding: 748757 (+9)

1.09% more ownership

Funds ownership: 70.83%71.91% (+1.1%)

4% less capital invested

Capital invested by funds: $20.7B → $19.9B (-$785M)

9% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 272

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
757
Holders Change
+9
Holders Change %
+1.2%
% of All Funds
13.25%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
84
Increased
247
Reduced
272
Closed
64
Calls
$1.22B
Puts
$732M
Net Calls
+$489M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
76
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$21M +$14.9M +559,352 +369%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$20.8M +$720K +26,972 +4%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$20.6M -$14.4M -537,907 -44%
Rafferty Asset Management
79
Rafferty Asset Management
New York
$20.2M -$4.09M -153,334 -18%
Ameriprise
80
Ameriprise
Minnesota
$20.2M -$5.44M -203,863 -23%
Pacer Advisors
81
Pacer Advisors
Pennsylvania
$20.1M +$16.7M +625,768 +1,167%
PI
82
PineBridge Investments
New York
$19.3M +$13.6M +508,714 +356%
Fisher Asset Management
83
Fisher Asset Management
Washington
$19.2M -$698K -26,137 -4%
PAMS
84
Pictet Asset Management (Switzerland)
Switzerland
$19.2M +$17.3M +648,056 New
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$18.2M -$1.18M -44,075 -7%
Mitsubishi UFJ Trust & Banking
86
Mitsubishi UFJ Trust & Banking
Japan
$18.1M -$420K -15,732 -2%
SDIC
87
South Dakota Investment Council
South Dakota
$16.7M -$202K -7,560 -1%
AR
88
Advisory Research
Illinois
$16.5M -$2.27M -85,135 -13%
State of New Jersey Common Pension Fund D
89
State of New Jersey Common Pension Fund D
New Jersey
$16.5M +$16.2K +608 +0.1%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$16.1M +$249K +9,332 +2%
Holocene Advisors
91
Holocene Advisors
New York
$16M -$47.9M -1,795,088 -77%
LAM
92
LifePro Asset Management
California
$15.2M -$632K -23,681 -4%
GIA
93
Gateway Investment Advisers
Ohio
$15.1M +$5.15M +192,752 +61%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$14.3M -$305K -11,433 -2%
Aberdeen Group
95
Aberdeen Group
United Kingdom
$14.1M -$1.88M -70,317 -13%
SEI Investments
96
SEI Investments
Pennsylvania
$14.1M +$61.8K +2,314 +0.5%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$14M -$283K -10,617 -2%
RJA
98
Raymond James & Associates
Florida
$13.8M -$996K -37,297 -7%
Franklin Resources
99
Franklin Resources
California
$13.7M +$476K +17,832 +4%
Squarepoint
100
Squarepoint
New York
$12.8M +$8.2M +307,111 +242%

OXY Hedge Fund Activity: Q3 2021 in Review

757 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q3 2021, worth a combined $19.9B — down 3.8% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new OXY positions and 64 closed out — a net gain of 20 holders — while 247 added to existing stakes and 272 trimmed.

The largest buyer was State Street, adding an estimated $98.6M. The largest seller was Invesco, cutting an estimated $142M.

  • 757 institutional investors held Occidental Petroleum (OXY) as of Q3 2021, up from 748 in Q2 2021.
  • Funds reported $19.9B of Occidental Petroleum stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 84 funds opened new Occidental Petroleum positions in Q3 2021 and 64 closed out, a net change of +20 holders.
  • The largest Occidental Petroleum buyer in Q3 2021 was State Street, an estimated $98.6M added.
  • The largest Occidental Petroleum seller in Q3 2021 was Invesco, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2021.