Occidental Petroleum
OXY
1,241 hedge funds and large institutions have $46.3B invested in Occidental Petroleum in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 448 increasing their positions, 425 reducing their positions, and 106 closing their positions.
34% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 106
25% more funds holding in top 10
Funds holding in top 10: 24 → 30 (+6)
10% more capital invested
Capital invested by funds: $42.1B → $46.3B (+$4.23B)
2% more funds holding
Funds holding: 1,219 → 1,241 (+22)
5% more repeat investments, than reductions
Existing positions increased: 448 | Existing positions reduced: 425
0.73% more ownership
Funds ownership: 80.25% → 80.99% (+0.73%)
28% less call options, than puts
Call options by funds: $2.45B | Put options by funds: $3.39B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
+$351M |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$257M |
| 3 |
JP Morgan Chase
New York
|
+$144M |
| 4 |
Two Sigma Investments
New York
|
+$141M |
| 5 |
Squarepoint
New York
|
+$82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$479M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$245M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$89.2M |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$87.6M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$43.1M |
OXY Hedge Fund Activity: Q1 2024 in Review
1,241 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q1 2024, worth a combined $46.3B — up 10% from $42.1B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new OXY positions and 106 closed out — a net gain of 36 holders — while 448 added to existing stakes and 425 trimmed.
The largest buyer was Eagle Capital Management (New York), adding an estimated $351M. The largest seller was Morgan Stanley, cutting an estimated $479M.
- 1,241 institutional investors held Occidental Petroleum (OXY) as of Q1 2024, up from 1,219 in Q4 2023.
- Funds reported $46.3B of Occidental Petroleum stock for Q1 2024, up 10% quarter-over-quarter.
- 142 funds opened new Occidental Petroleum positions in Q1 2024 and 106 closed out, a net change of +36 holders.
- The largest Occidental Petroleum buyer in Q1 2024 was Eagle Capital Management (New York), an estimated $351M added.
- The largest Occidental Petroleum seller in Q1 2024 was Morgan Stanley, an estimated $479M sold.
Based on aggregated 13F filings for Q1 2024.