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Occidental Petroleum
OXY

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: 27 → 35 (+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: 1,155 → 1,160 (+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

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$147M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$146M
3
Citadel Advisors
Citadel Advisors
Florida
+$144M
4
American Century Companies
American Century Companies
Missouri
+$121M
5
Marshall Wace
Marshall Wace
United Kingdom
+$69.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$194M
2
BlackRock
BlackRock
New York
-$159M
3
State Street
State Street
Massachusetts
-$159M
4
ECM
ExodusPoint Capital Management
New York
-$59.8M
5
Dodge & Cox
Dodge & Cox
California
-$53.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1126
GoalVest Advisory
New York
$3.44K – – –
NECFA
1127
New England Capital Financial Advisors
Connecticut
$3.4K – – –
SCA
1128
Stonebridge Capital Advisors
Minnesota
$3.24K +$3.15K +50 New
WAS
1129
Winch Advisory Services
Wisconsin
$3K +$3.02K +48 New
M
1130
MOTCO
Texas
$2.98K -$629 -10 -18%
KFS
1131
Kelly Financial Services
Massachusetts
$2.92K – – –
NSIM
1132
North Star Investment Management
Illinois
$2.53K – – –
TCA
1133
Trifecta Capital Advisors
Illinois
$2.14K – – –
DAM
1134
Delta Asset Management
Tennessee
$2.04K – – –
TWP
1135
TFO Wealth Partners
Ohio
$1.82K – – –
TFM
1136
TFC Financial Management
Massachusetts
$1.82K -$378 -6 -18%
BWAM
1137
Boyd Watterson Asset Management
Ohio
$1.75K – – –
TWD
1138
True Wealth Design
Ohio
$1.69K -$63 -1 -4%
GWMIA
1139
Global Wealth Management Investment Advisory
Florida
$1.3K – – –
JGIA
1140
Jackson Grant Investment Advisers
Connecticut
$1.3K – – –
Kayne Anderson Rudnick Investment Management
1141
Kayne Anderson Rudnick Investment Management
California
$1.3K – – –
GJIA
1142
Glass Jacobson Investment Advisors
Maryland
$1.17K – – –
PCFFS
1143
Pacific Center for Financial Services
California
$1.11K – – –
CIR
1144
Clear Investment Research
Georgia
$1.04K -$63 -1 -6%
OIA
1145
Optimum Investment Advisors
Illinois
$1.04K – – –
IHWM
1146
Iron Horse Wealth Management
Iowa
$1K – – –
CAL
1147
Capital Analysts LLC
Pennsylvania
$1K – – –
CA
1148
Centerpoint Advisors
Massachusetts
$1K – – –
TFA
1149
Transamerica Financial Advisors
Florida
$1K – – –
FSWA
1150
Financial Synergies Wealth Advisors
Texas
$844 – – –
44 45
46
47 48

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.