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Occidental Petroleum

696 hedge funds and large institutions have $11.1B invested in Occidental Petroleum in 2020 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 159 increasing their positions, 300 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $6.23B → $11.1B (+$4.91B)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

52% more call options, than puts

Call options by funds: $751M | Put options by funds: $493M

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

2% more funds holding

Funds holding: 681696 (+15)

2.06% more ownership

Funds ownership: 66.94%69% (+2.1%)

47% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 300

Holders
696
Holders Change
+15
Holders Change %
+2.2%
% of All Funds
12.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
128
Increased
159
Reduced
300
Closed
104
Calls
$751M
Puts
$493M
Net Calls
+$258M
Net Calls Change
+$327M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Bluefin Capital Management
New York
$2.73M +$2.17M +157,955 New
BCIM
152
British Columbia Investment Management
British Columbia, Canada
$2.72M +$14.1K +1,030 +0.7%
CAC
153
Core Alternative Capital
Georgia
$2.67M -$756K -55,107 -26%
LPL Financial
154
LPL Financial
California
$2.65M +$218K +15,900 +12%
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$2.6M -$255K -18,627 -11%
DI
156
DFPG Investments
Utah
$2.59M -$68K -4,959 -4%
KIG
157
Kessler Investment Group
Indiana
$2.59M +$2.05M +149,465 New
WorldQuant Millennium Advisors
158
WorldQuant Millennium Advisors
New York
$2.57M +$2.04M +148,719 New
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$2.52M +$51.9K +3,788 +3%
TPSF
160
Texas Permanent School Fund
Texas
$2.47M -$153K -11,149 -7%
MSL
161
Mackay Shields LLC
New York
$2.43M -$13.6K -995 -0.7%
TI
162
Trexquant Investment
Connecticut
$2.4M +$1.9M +138,351 New
Nordea Investment Management
163
Nordea Investment Management
Sweden
$2.38M +$10.6K +772 +0.6%
Creative Planning
164
Creative Planning
Kansas
$2.33M -$940K -68,561 -34%
PI
165
PineBridge Investments
New York
$2.3M +$869K +63,337 +91%
QI
166
QS Investors
New York
$2.28M +$89.5K +6,523 +5%
Calamos Advisors
167
Calamos Advisors
Illinois
$2.27M -$75.3K -5,491 -4%
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$2.27M +$1.27M +92,815 +244%
Macquarie Group
169
Macquarie Group
Australia
$2.22M +$67.5K +4,922 +4%
AAM
170
Advisors Asset Management
Colorado
$2.21M -$895K -65,232 -34%
NIPH
171
NN Investment Partners Holdings
Netherlands
$2.2M +$1.75M +127,300 New
TC
172
TownSquare Capital
Utah
$2.2M +$1.55M +112,811 +790%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$2.19M -$5.47K -399 -0.3%
Natixis Advisors
174
Natixis Advisors
Massachusetts
$2.13M -$8.87K -647 -0.5%
GAM
175
Gotham Asset Management
New York
$2.06M +$1.63M +118,811 New

OXY Hedge Fund Activity: Q4 2020 in Review

696 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2020, worth a combined $11.1B — up 79% from $6.23B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new OXY positions and 104 closed out — a net gain of 24 holders — while 159 added to existing stakes and 300 trimmed.

The largest buyer was Appaloosa LP, opening a new position worth an estimated $111M. The largest seller was Citadel Advisors, cutting an estimated $87.6M.

  • 696 institutional investors held Occidental Petroleum (OXY) as of Q4 2020, up from 681 in Q3 2020.
  • Funds reported $11.1B of Occidental Petroleum stock for Q4 2020, up 79% quarter-over-quarter.
  • 128 funds opened new Occidental Petroleum positions in Q4 2020 and 104 closed out, a net change of +24 holders.
  • The largest Occidental Petroleum buyer in Q4 2020 was Appaloosa LP, an estimated $111M added.
  • The largest Occidental Petroleum seller in Q4 2020 was Citadel Advisors, an estimated $87.6M sold.

Based on aggregated 13F filings for Q4 2020.