We are live on ! Find out more
OXY icon

Occidental Petroleum

757 hedge funds and large institutions have $19.9B invested in Occidental Petroleum in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 247 increasing their positions, 272 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $732M

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

1% more funds holding

Funds holding: 748757 (+9)

1.09% more ownership

Funds ownership: 70.83%71.91% (+1.1%)

4% less capital invested

Capital invested by funds: $20.7B → $19.9B (-$785M)

9% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 272

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
757
Holders Change
+9
Holders Change %
+1.2%
% of All Funds
13.25%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
84
Increased
247
Reduced
272
Closed
64
Calls
$1.22B
Puts
$732M
Net Calls
+$489M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$3.41B -$2.68M -100,402 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.89B +$51.8M +1,940,558 +2%
State Street
3
State Street
Massachusetts
$1.75B +$98.6M +3,692,956 +7%
BlackRock
4
BlackRock
New York
$1.75B -$6.56M -245,594 -0.4%
IC
5
Icahn Carl
Florida
$1.33B -$110M -4,125,000 -8%
JIM
6
JB Investments Management
Pennsylvania
$651M +$57.4M +2,151,274 +11%
GQG Partners
7
GQG Partners
Florida
$587M +$62.6M +2,344,528 +13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$492M +$51.5M +1,927,677 +13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$318M -$15.2M -567,779 -5%
Northern Trust
10
Northern Trust
Illinois
$312M +$12.7M +476,537 +5%
Invesco
11
Invesco
Georgia
$293M -$142M -5,336,795 -35%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$260M +$12.2M +455,482 +5%
JP Morgan Chase
13
JP Morgan Chase
New York
$206M +$1.92M +71,765 +1%
AL
14
Appaloosa LP
New Jersey
$196M +$24.8M +930,000 +16%
Bank of America
15
Bank of America
North Carolina
$188M +$26.9M +1,009,214 +19%
Morgan Stanley
16
Morgan Stanley
New York
$165M +$9.92M +371,465 +7%
Legal & General Group
17
Legal & General Group
United Kingdom
$159M -$545K -20,413 -0.4%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$150M -$9.92M -371,558 -7%
Charles Schwab
19
Charles Schwab
California
$149M +$675K +25,279 +0.5%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$147M +$25.4M +951,989 +24%
PC
21
Paulson & Co
New York
$111M -$33.4M -1,250,000 -25%
Swiss National Bank
22
Swiss National Bank
Switzerland
$109M -$2.78M -104,000 -3%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$109M +$54.9K +2,055 +0.1%
AAA
24
Adams Asset Advisors
Texas
$108M
Deutsche Bank
25
Deutsche Bank
Germany
$107M +$29.8M +1,116,991 +45%

OXY Hedge Fund Activity: Q3 2021 in Review

757 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q3 2021, worth a combined $19.9B — down 3.8% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new OXY positions and 64 closed out — a net gain of 20 holders — while 247 added to existing stakes and 272 trimmed.

The largest buyer was State Street, adding an estimated $98.6M. The largest seller was Invesco, cutting an estimated $142M.

  • 757 institutional investors held Occidental Petroleum (OXY) as of Q3 2021, up from 748 in Q2 2021.
  • Funds reported $19.9B of Occidental Petroleum stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 84 funds opened new Occidental Petroleum positions in Q3 2021 and 64 closed out, a net change of +20 holders.
  • The largest Occidental Petroleum buyer in Q3 2021 was State Street, an estimated $98.6M added.
  • The largest Occidental Petroleum seller in Q3 2021 was Invesco, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2021.