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Occidental Petroleum
OXY

1,219 hedge funds and large institutions have $45B invested in Occidental Petroleum in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 490 increasing their positions, 407 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 407

0% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 113

0.49% less ownership

Funds ownership: 80.99% → 80.5% (-0.49%)

3% less capital invested

Capital invested by funds: $46.3B → $45B (-$1.3B)

2% less funds holding

Funds holding: 1,241 → 1,219 (-22)

23% less funds holding in top 10

Funds holding in top 10: 30 → 23 (-7)

32% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.76B

Holders
1,219
Holders Change
-22
Holders Change %
-1.77%
% of All Funds
17.61%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.33%
New
113
Increased
490
Reduced
407
Closed
113
Calls
$1.87B
Puts
$2.76B
Net Calls
-$897M
Net Calls Change
+$45.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$466M
2
State Street
State Street
Massachusetts
+$158M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$120M
4
HCM
Himalaya Capital Management
Washington
+$94M
5
HF
HRT Financial
New York
+$66.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$439M
2
Two Sigma Investments
Two Sigma Investments
New York
-$104M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$100M
4
Dodge & Cox
Dodge & Cox
California
-$74.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$70.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1201
Richardson Financial Services
Massachusetts
$1.26K +$1.28K +20 New
GJIA
1202
Glass Jacobson Investment Advisors
Maryland
$1.14K -$4.49K -70 -80%
PCFFS
1203
Pacific Center for Financial Services
California
$1.09K – – –
MA
1204
MCF Advisors
Kentucky
$1.01K – – –
CP
1205
Castleview Partners
Texas
$1.01K – – –
IHWM
1206
Iron Horse Wealth Management
Iowa
$981 – – –
FCA
1207
FinTrust Capital Advisors
South Carolina
$883 +$898 +14 New
NMG
1208
New Millennium Group
Utah
$882 +$898 +14 New
TIM
1209
Tortoise Investment Management
New York
$882 +$898 +14 New
HWM
1210
HighMark Wealth Management
Minnesota
$774 – – –
MIA
1211
MeadowBrook Investment Advisors
Michigan
$756 – – –
SWM
1212
Sugarloaf Wealth Management
Georgia
$504 -$3.21K -50 -86%
CAC
1213
Core Alternative Capital
Georgia
$315 – – –
CP
1214
Camelot Portfolios
Ohio
$315 +$321 +5 New
TFM
1215
TFC Financial Management
Massachusetts
$190 – – –
MFT
1216
Moisand Fitzgerald Tamayo
Florida
$127 – – –
PCMC
1217
Planning Capital Management Corporation
Pennsylvania
$127 +$128 +2 New
WCM
1218
Westend Capital Management
California
$63 +$64 +1 New
DWM
1219
Dogwood Wealth Management
Kansas
$4 – – –
CET
1220
Clean Energy Transition
United Kingdom
– -$67.6M -1,040,169 Closed
OCAM
1221
Owl Creek Asset Management
New York
– -$38.7M -603,169 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1222
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$14.6M -225,344 Closed
HCM
1223
Hutchinson Capital Management
California
– -$14.1M -216,230 Closed
AIG
1224
American International Group
New York
– -$12.5M -191,817 Closed
Simplex Trading
1225
Simplex Trading
Illinois
– -$10.1M -157,148 Closed
47 48
49
50 51

OXY Hedge Fund Activity: Q2 2024 in Review

1,219 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2024, worth a combined $45B — down 2.8% from $46.3B a quarter earlier.

Fund positioning in OXY was balanced in Q2 2024: 113 funds opened new positions, 113 closed out, 490 added to existing stakes and 407 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $466M. The largest seller was Pacer Advisors, cutting an estimated $439M.

  • 1,219 institutional investors held Occidental Petroleum (OXY) as of Q2 2024, down from 1,241 in Q1 2024.
  • Funds reported $45B of Occidental Petroleum stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 113 funds opened new Occidental Petroleum positions in Q2 2024 and 113 closed out, a net change of 0 holders.
  • The largest Occidental Petroleum buyer in Q2 2024 was Berkshire Hathaway, an estimated $466M added.
  • The largest Occidental Petroleum seller in Q2 2024 was Pacer Advisors, an estimated $439M sold.

Based on aggregated 13F filings for Q2 2024.