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Occidental Petroleum

1,161 hedge funds and large institutions have $44.7B invested in Occidental Petroleum in 2022 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 406 increasing their positions, 379 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 108

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

5% more funds holding

Funds holding: 1,1031,161 (+58)

1.69% more ownership

Funds ownership: 76.91%78.6% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 379

2% more capital invested

Capital invested by funds: $43.9B → $44.7B (+$775M)

20% less call options, than puts

Call options by funds: $2.48B | Put options by funds: $3.1B

Holders
1,161
Holders Change
+58
Holders Change %
+5.26%
% of All Funds
18.66%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
189
Increased
406
Reduced
379
Closed
108
Calls
$2.48B
Puts
$3.1B
Net Calls
-$613M
Net Calls Change
-$873M
Name Holding Trade Value Shares
Change
Change in
Stake
MS
1051
Marshall & Sullivan
Washington
$14.4K +$15.6K +229 New
Loomis, Sayles & Company
1052
Loomis, Sayles & Company
Massachusetts
$14K +$10.9K +160 +267%
IRAG
1053
Investment Research & Advisory Group
Georgia
$14K
SIC
1054
SJS Investment Consulting
Ohio
$13.3K +$6.2K +91 +76%
HCM
1055
Highlander Capital Management
New Jersey
$13K
WOC
1056
West Oak Capital
California
$13K
FRA
1057
Front Row Advisors
California
$13K +$13.6K +200 New
PMFA
1058
Plante Moran Financial Advisors
Michigan
$12.6K -$68.1K -1,000 -83%
CYG
1059
Clean Yield Group
Vermont
$12.6K
FFC
1060
First Financial Corp
Indiana
$12.6K
MCA
1061
Maryland Capital Advisors
Maryland
$12.6K
RFA
1062
Register Financial Advisors
Georgia
$12.6K +$13.6K +200 New
HFS
1063
HBC Financial Services
Washington
$12K -$6.61K -97 -44%
CT
1064
Cambridge Trust
Massachusetts
$12K
ZIG
1065
Zullo Investment Group
Pennsylvania
$12K +$681 +10 +6%
AWM
1066
Abound Wealth Management
Tennessee
$11.8K +$885 +13 +7%
BIA
1067
Bell Investment Advisors
California
$11.5K -$204 -3 -2%
ANBT
1068
American National Bank & Trust
Texas
$11K
BSB
1069
Bangor Savings Bank
Maine
$11K
HDIM
1070
Hanson & Doremus Investment Management
Vermont
$11K
ST
1071
Smithfield Trust
Pennsylvania
$10K
DCP
1072
Distillate Capital Partners
Illinois
$9.76K +$10.6K +155 New
SL
1073
Savior LLC
Massachusetts
$9.59K +$10.4K +152 New
DSC
1074
Duncker Streett & Co
Missouri
$9.45K
WR
1075
WD Rutherford
Oregon
$9.45K +$4.43K +65 +76%

OXY Hedge Fund Activity: Q4 2022 in Review

1,161 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2022, worth a combined $44.7B — up 1.8% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new OXY positions and 108 closed out — a net gain of 81 holders — while 406 added to existing stakes and 379 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $180M. The largest seller was APG Asset Management, cutting an estimated $187M.

  • 1,161 institutional investors held Occidental Petroleum (OXY) as of Q4 2022, up from 1,103 in Q3 2022.
  • Funds reported $44.7B of Occidental Petroleum stock for Q4 2022, up 1.8% quarter-over-quarter.
  • 189 funds opened new Occidental Petroleum positions in Q4 2022 and 108 closed out, a net change of +81 holders.
  • The largest Occidental Petroleum buyer in Q4 2022 was Fidelity Investments, an estimated $180M added.
  • The largest Occidental Petroleum seller in Q4 2022 was APG Asset Management, an estimated $187M sold.

Based on aggregated 13F filings for Q4 2022.