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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
HWM
1151
HighMark Wealth Management
Minnesota
$790
MA
1152
MCF Advisors
Kentucky
$779
NMG
1153
New Millennium Group
Utah
$779 +$629 +10 +500%
CP
1154
Castleview Partners
Texas
$714 +$692 +11 New
PCTC
1155
Perkins Coie Trust Company
Washington
$713 +$692 +11 New
RA
1156
Rise Advisors
New York
$659
CPG
1157
Cornerstone Planning Group
New Jersey
$519 +$503 +8 New
CWM
1158
Cedar Wealth Management
California
$389
BWM
1159
Baystate Wealth Management
Massachusetts
$325 +$189 +3 +150%
FGAM
1160
Financial Gravity Asset Management
Texas
$140 -$3.59K -57 -97%
GCS
1161
Gordian Capital (Singapore)
Singapore
$129 +$63 +1 +100%
CGIC
1162
Continental General Insurance Company
Texas
-$22.6M -385,000 Closed
CCMT
1163
CMT Capital Markets Trading
Germany
-$19.7M -312,864 Closed
DCM
1164
Discovery Capital Management
Connecticut
-$16.1M -273,541 Closed
PMEF
1165
Point72 Middle East FZE
United Arab Emirates
-$17M -270,358 Closed
HHII
1166
H&H International Investment
California
-$11.8M -199,900 Closed
WorldQuant Millennium Advisors
1167
WorldQuant Millennium Advisors
New York
-$9.64M -163,925 Closed
SC
1168
Sagefield Capital
Texas
-$8.5M -144,544 Closed
VRS
1169
Virginia Retirement Systems
Virginia
-$7.98M -135,794 Closed
TI
1170
Trexquant Investment
Connecticut
-$6.15M -104,517 Closed
Parallax Volatility Advisers
1171
Parallax Volatility Advisers
California
-$4.7M -74,770 Closed
DA
1172
Duality Advisers
Florida
-$4.19M -71,224 Closed
WMSA
1173
Weiss Multi-Strategy Advisers
New York
-$3.31M -56,373 Closed
SFI
1174
Susquehanna Fundamental Investments
Pennsylvania
-$3.14M -53,410 Closed
SCM
1175
Sirios Capital Management
Massachusetts
-$2.93M -49,904 Closed

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.