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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
Stifel Financial
101
Stifel Financial
Missouri
$23.1M +$6.51M +103,534 +41%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$23.1M -$1.15M -18,296 -5%
SO
103
STRS Ohio
Ohio
$23M -$2.71M -43,095 -11%
Victory Capital Management
104
Victory Capital Management
Texas
$22.3M -$159K -2,535 -0.7%
SDIC
105
South Dakota Investment Council
South Dakota
$22.1M -$409K -6,499 -2%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$21.8M -$1.09M -17,351 -5%
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$21.7M +$21.1M +334,621 New
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$21.7M -$1.08M -17,205 -5%
Wealthfront Advisers
109
Wealthfront Advisers
California
$21.6M -$362K -5,754 -2%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$21.5M +$8.55M +135,960 +69%
Corient Private Wealth
111
Corient Private Wealth
Florida
$21.1M -$4.58M -72,841 -18%
Osaic Holdings
112
Osaic Holdings
Arizona
$20.8M +$3.43M +54,472 +20%
Allianz Asset Management
113
Allianz Asset Management
Germany
$20M +$4.81M +76,477 +33%
ACM
114
Alua Capital Management
New York
$19.9M -$24.2M -384,100 -56%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$19.9M -$895K -14,221 -4%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$19M -$6.5M -103,332 -26%
Rafferty Asset Management
117
Rafferty Asset Management
New York
$18.7M -$2.94M -46,664 -14%
NO
118
Ninety One
South Africa
$18.2M +$17.6M +280,049 New
Franklin Resources
119
Franklin Resources
California
$17.9M -$899K -14,292 -5%
Asset Management One
120
Asset Management One
Japan
$17.9M -$1.13M -18,003 -6%
WAS
121
Wealth Advisory Solutions
Indiana
$17.8M +$8.74M +138,956 +94%
Calamos Advisors
122
Calamos Advisors
Illinois
$17.8M +$6.33M +100,622 +58%
GC
123
Guggenheim Capital
Illinois
$17M +$1.94M +30,799 +13%
LF
124
Longbow Finance
Switzerland
$16.8M -$56.5K -898 -0.3%
YCM
125
Yaupon Capital Management
New York
$16.7M +$3.05M +48,477 +23%

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.