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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
Dodge & Cox
1
Dodge & Cox
California
$2.08B -$15M -1,092,769 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.69B +$64.5M +4,700,753 +5%
IC
3
Icahn Carl
Florida
$1.53B
BlackRock
4
BlackRock
New York
$929M -$3.57M -260,614 -0.5%
State Street
5
State Street
Massachusetts
$875M -$4.77M -347,873 -0.7%
JIM
6
JB Investments Management
Pennsylvania
$253M +$200M +14,591,496 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$246M +$5.38M +392,315 +3%
Invesco
8
Invesco
Georgia
$185M +$65.6M +4,784,350 +81%
Northern Trust
9
Northern Trust
Illinois
$168M -$8.36M -609,351 -6%
AL
10
Appaloosa LP
New Jersey
$140M +$111M +8,100,540 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$137M +$5.19M +378,582 +5%
Morgan Stanley
12
Morgan Stanley
New York
$120M +$13.9M +1,011,323 +17%
Charles Schwab
13
Charles Schwab
California
$113M +$2.39M +174,507 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$111M -$10.6M -774,239 -11%
Legal & General Group
15
Legal & General Group
United Kingdom
$92.4M -$1.06M -77,261 -1%
CS
16
Credit Suisse
Switzerland
$79.4M -$7.89M -575,627 -11%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$73.1M +$8.58M +625,918 +21%
Goldman Sachs
18
Goldman Sachs
New York
$72.1M +$11.3M +820,801 +25%
Bank of America
19
Bank of America
North Carolina
$70.7M +$4.61M +336,136 +9%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$66.1M -$21.1M -1,536,827 -29%
Swiss National Bank
21
Swiss National Bank
Switzerland
$60.8M +$123K +9,000 +0.3%
AAMU
22
Amundi Asset Management US
Massachusetts
$59.4M +$32.5M +2,371,491 +223%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$57.3M +$19.6M +1,427,993 +76%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$55.4M +$6.47M +472,021 +17%
AAA
25
Adams Asset Advisors
Texas
$54.3M -$19.3M -1,404,954 -31%

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.