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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
SIC
151
Schwartz Investment Counsel
Michigan
$12.4M
ASRS
152
Arizona State Retirement System
Arizona
$12.3M -$1.01M -16,070 -8%
WI
153
Wintrust Investments
Illinois
$12.1M +$3.74M +59,500 +47%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$12M -$318K -5,048 -3%
Man Group
155
Man Group
United Kingdom
$12M -$2.75M -43,641 Closed
ISL
156
Ingalls & Snyder LLC
New York
$11.8M +$11.5M +182,010 New
SOMRS
157
State of Michigan Retirement System
Michigan
$11.8M -$982K -15,600 -8%
HCM
158
Hahn Capital Management
California
$11.7M -$1.98M -31,409 -15%
TC
159
TownSquare Capital
Utah
$11.5M +$1.6M +25,502 +17%
AP
160
Archon Partners
New Jersey
$11.5M +$69.2K +1,100 +0.6%
Natixis Advisors
161
Natixis Advisors
Massachusetts
$11.5M +$457K +7,268 +4%
AB
162
Amalgamated Bank
New York
$11.3M -$460K -7,310 -4%
Nomura Asset Management
163
Nomura Asset Management
Japan
$11.2M -$966K -15,357 -8%
ZDA
164
Zweig-DiMenna Associates
New York
$11.1M +$2.05M +32,600 +23%
PHAM
165
Pacific Heights Asset Management
California
$11M
Schroder Investment Management Group
166
Schroder Investment Management Group
United Kingdom
$11M -$2.17M -34,459 -17%
Aberdeen Group
167
Aberdeen Group
United Kingdom
$11M -$797K -12,666 -7%
ANRF
168
Adams Natural Resources Fund
Maryland
$10.8M
MIM
169
MetLife Investment Management
New Jersey
$10.7M -$1.08M -17,158 -9%
AC
170
Aldebaran Capital
Indiana
$10.6M +$4.4K +70 +0%
DI
171
DFPG Investments
Utah
$10.5M +$1.69M +26,812 +18%
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$10.5M +$2.82M +44,808 +38%
OC
173
Oppenheimer & Co
New York
$10.1M +$777K +12,349 +9%
IMRF
174
Illinois Municipal Retirement Fund
Illinois
$10.1M -$1.05M -16,647 -10%
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.1M +$420K +6,673 +4%

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.