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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
E
1176
Ergoteles
New York
-$2.87M -48,833 Closed
MG
1177
Marex Group
-$2.79M -47,395 Closed
CIC
1178
Cornercap Investment Counsel
Georgia
-$2.71M -46,091 Closed
SC
1179
Sepio Capital
Utah
-$2.6M -43,844 Closed
BWM
1180
BNC Wealth Management
Oregon
-$2.5M -42,510 Closed
CA
1181
Cumberland Advisors
Florida
-$2.42M -41,100 Closed
SLAM
1182
Swiss Life Asset Management
-$2.34M -39,832 Closed
CIC
1183
Chilton Investment Company
Connecticut
-$2.34M -39,796 Closed
CCS
1184
Concentric Capital Strategies
Connecticut
-$2.32M -39,409 Closed
Cohen & Steers
1185
Cohen & Steers
New York
-$2.19M -37,227 Closed
SFS
1186
Sowell Financial Services
Arkansas
-$1.93M -32,773 Closed
CC
1187
Cipher Capital
New York
-$1.85M -31,433 Closed
IHL
1188
Investment House LLC
California
-$1.66M -28,257 Closed
CC
1189
Carlson Capital
Texas
-$1.59M -27,000 Closed
PWM
1190
Pinnacle Wealth Management
California
-$1.54M -26,133 Closed
USPCM
1191
Union Square Park Capital Management
New York
-$1.53M -26,000 Closed
LP
1192
LMR Partners
United Kingdom
-$1.46M -24,804 Closed
QT
1193
Quantbot Technologies
New York
-$1.4M -23,752 Closed
TWM
1194
TriaGen Wealth Management
California
-$1.35M -22,901 Closed
PWM
1195
Prosperity Wealth Management
California
-$1.22M -20,808 Closed
RA
1196
Raffles Associates
New York
-$1.18M -20,000 Closed
V
1197
Veritable
Delaware
-$980K -16,665 Closed
VEA
1198
Virtus ETF Advisers
New York
-$733K -12,466 Closed
HS
1199
HighVista Strategies
Massachusetts
-$732K -12,447 Closed
AGM
1200
Alpine Global Management
New York
-$726K -12,340 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.