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Occidental Petroleum

1,160 hedge funds and large institutions have $44.9B invested in Occidental Petroleum in 2023 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 394 increasing their positions, 418 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 2735 (+8)

14% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 116

11% more capital invested

Capital invested by funds: $40.4B → $44.9B (+$4.47B)

1.04% more ownership

Funds ownership: 77.16%78.2% (+1%)

0% more funds holding

Funds holding: 1,1551,160 (+5)

6% less repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 418

12% less call options, than puts

Call options by funds: $2.47B | Put options by funds: $2.8B

Holders
1,160
Holders Change
+5
Holders Change %
+0.43%
% of All Funds
18.41%
Holding in Top 10
35
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+29.63%
% of All Funds
0.56%
New
132
Increased
394
Reduced
418
Closed
116
Calls
$2.47B
Puts
$2.8B
Net Calls
-$326M
Net Calls Change
+$196M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
76
Prudential Financial
New Jersey
$38.9M -$2.77M -44,020 -7%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$38.6M -$702K -11,150 -2%
Fisher Asset Management
78
Fisher Asset Management
Washington
$38.5M -$3.56M -56,538 -9%
Korea Investment Corp
79
Korea Investment Corp
South Korea
$38.1M -$1.68M -26,669 -4%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.7M +$130K +2,067 +0.4%
OCAM
81
Owl Creek Asset Management
New York
$37.5M +$36.4M +577,799 New
SEI Investments
82
SEI Investments
Pennsylvania
$37.2M +$11.9M +188,763 +49%
Aviva
83
Aviva
United Kingdom
$35.8M +$216K +3,436 +0.6%
LPL Financial
84
LPL Financial
California
$35.4M +$2.52M +40,108 +8%
Capital Fund Management (CFM)
85
Capital Fund Management (CFM)
France
$34.2M +$33.2M +527,262 New
CS
86
Credit Suisse
Switzerland
$34.2M -$1.56M -24,810 -4%
BGIM
87
Brandywine Global Investment Management
Pennsylvania
$31.8M -$1.86M -29,565 -6%
SSA
88
Schonfeld Strategic Advisors
New York
$30.7M -$9.8M -155,750 -25%
Alyeska Investment Group
89
Alyeska Investment Group
Illinois
$30.4M -$16.1M -255,665 -35%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$29.9M +$9.63M +152,998 +50%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$29.7M +$28.8M +457,226 New
Macquarie Group
92
Macquarie Group
Australia
$28.3M -$946K -15,035 -3%
SM
93
Skaana Management
New York
$26M -$6.96M -110,568 -22%
CI Investments Inc
94
CI Investments Inc
Ontario, Canada
$25.8M -$3.18M -50,604 -11%
Mitsubishi UFJ Trust & Banking
95
Mitsubishi UFJ Trust & Banking
Japan
$25M -$3.05M -48,524 -11%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$24.5M -$2.85M -45,375 -11%
TAM
97
Tocqueville Asset Management
New York
$24.4M +$4.85M +77,057 +26%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$24.2M -$2.54M -40,421 -10%
Ninety One (UK)
99
Ninety One (UK)
United Kingdom
$23.5M +$22.8M +362,632 New
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.1M -$1.4M -22,189 -6%

OXY Hedge Fund Activity: Q3 2023 in Review

1,160 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q3 2023, worth a combined $44.9B — up 11% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new OXY positions and 116 closed out — a net gain of 16 holders — while 394 added to existing stakes and 418 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $147M. The largest seller was Vanguard Group, cutting an estimated $194M.

  • 1,160 institutional investors held Occidental Petroleum (OXY) as of Q3 2023, up from 1,155 in Q2 2023.
  • Funds reported $44.9B of Occidental Petroleum stock for Q3 2023, up 11% quarter-over-quarter.
  • 132 funds opened new Occidental Petroleum positions in Q3 2023 and 116 closed out, a net change of +16 holders.
  • The largest Occidental Petroleum buyer in Q3 2023 was Bank of New York Mellon, an estimated $147M added.
  • The largest Occidental Petroleum seller in Q3 2023 was Vanguard Group, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2023.