Occidental Petroleum
OXY
1,219 hedge funds and large institutions have $42.1B invested in Occidental Petroleum in 2023 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 407 increasing their positions, 427 reducing their positions, and 111 closing their positions.
68% more first-time investments, than exits
New positions opened: 186 | Existing positions closed: 111
5% more funds holding
Funds holding: 1,160 → 1,219 (+59)
2.05% more ownership
Funds ownership: 78.2% → 80.25% (+2%)
5% less repeat investments, than reductions
Existing positions increased: 407 | Existing positions reduced: 427
6% less capital invested
Capital invested by funds: $44.9B → $42.1B (-$2.85B)
29% less call options, than puts
Call options by funds: $2.19B | Put options by funds: $3.09B
31% less funds holding in top 10
Funds holding in top 10: 35 → 24 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$1.2B |
| 2 |
Morgan Stanley
New York
|
+$558M |
| 3 |
Eagle Capital Management (New York)
New York
|
+$229M |
| 4 |
Two Sigma Investments
New York
|
+$76M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$66.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$577M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$116M |
| 3 |
D.E. Shaw & Co
New York
|
-$108M |
| 4 |
State Street
Boston,
Massachusetts
|
-$106M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$100M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIA
1326
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$5.32K | -82 | Closed |
|
|
SFCL
1327
Strengthening Families & Communities LLC
Boston,
Massachusetts
| – | -$5K | -82 | Closed |
|
1328
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$4.15K | -64 | Closed |
|
|
SCA
1329
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$3.24K | -50 | Closed |
|
|
CA
1330
Centerpoint Advisors
Needham,
Massachusetts
| – | -$1K | -15 | Closed |
|
|
PCTC
1331
Perkins Coie Trust Company
Seattle,
Washington
| – | -$713 | -11 | Closed |
|
OXY Hedge Fund Activity: Q4 2023 in Review
1,219 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2023, worth a combined $42.1B — down 6.3% from $44.9B a quarter earlier.
Buyers outnumbered sellers: 186 funds opened new OXY positions and 111 closed out — a net gain of 75 holders — while 407 added to existing stakes and 427 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $1.2B. The largest seller was Dodge & Cox, cutting an estimated $577M.
- 1,219 institutional investors held Occidental Petroleum (OXY) as of Q4 2023, up from 1,160 in Q3 2023.
- Funds reported $42.1B of Occidental Petroleum stock for Q4 2023, down 6.3% quarter-over-quarter.
- 186 funds opened new Occidental Petroleum positions in Q4 2023 and 111 closed out, a net change of +75 holders.
- The largest Occidental Petroleum buyer in Q4 2023 was Berkshire Hathaway, an estimated $1.2B added.
- The largest Occidental Petroleum seller in Q4 2023 was Dodge & Cox, an estimated $577M sold.
Based on aggregated 13F filings for Q4 2023.