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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
LSPW
1226
Lake Street Private Wealth
Illinois
-$341K -5,798 Closed
LAM
1227
Lingohr Asset Management
Germany
-$338K -5,748 Closed
AI
1228
AdvisorShares Investments
Maryland
-$325K -5,522 Closed
GCM
1229
Glaxis Capital Management
Florida
-$294K -5,000 Closed
RWP
1230
RWA Wealth Partners
Massachusetts
-$277K -4,707 Closed
VAS
1231
Vestmark Advisory Solutions
Massachusetts
-$267K -4,549 Closed
SWM
1232
Silverlake Wealth Management
Vermont
-$265K -4,508 Closed
SAG
1233
SageView Advisory Group
California
-$247K -4,192 Closed
FCI
1234
Financial Counselors Inc
Kansas
-$228K -3,878 Closed
FI
1235
Fractal Investments
Connecticut
-$223K -3,800 Closed
HCM
1236
Howland Capital Management
Massachusetts
-$222K -3,761 Closed
XS
1237
XR Securities
Illinois
-$235K -3,730 Closed
AI
1238
Atom Investors
Texas
-$219K -3,728 Closed
AWA
1239
Arete Wealth Advisors
Illinois
-$218K -3,703 Closed
LHWM
1240
Lake Hills Wealth Management
Texas
-$213K -3,628 Closed
FFA
1241
Founders Financial Alliance
North Carolina
-$210K -3,570 Closed
SBF
1242
Sara-Bay Financial
Florida
-$204K -3,470 Closed
BFM
1243
Boothbay Fund Management
New York
-$201K -3,417 Closed
RIA
1244
Retirement Investment Advisors
Oklahoma
-$190K -3,374 Closed
KI
1245
Kapitalo Investimentos
Brazil
-$184K -3,123 Closed
AIM
1246
Achmea Investment Management
Netherlands
-$178K -3,020 Closed
IAIM
1247
Industrial Alliance Investment Management
Quebec, Canada
-$124K -2,110 Closed
WP
1248
WealthPLAN Partners
Nebraska
-$117K -1,994 Closed
MS
1249
Mizuho Securities
Japan
-$112K -1,900 Closed
BAM
1250
Bosun Asset Management
Illinois
-$104K -1,763 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.