Occidental Petroleum
758 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, 246 increasing their positions, 271 reducing their positions, and 64 closing their positions.
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: 749 → 758 (+9)
1.09% more ownership
Funds ownership: 70.82% → 71.91% (+1.1%)
4% less capital invested
Capital invested by funds: $20.7B → $19.9B (-$802M)
9% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 271
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$98.6M |
| 2 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
+$79M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$62.6M |
| 4 |
JIM
JB Investments Management
Phoenixville,
Pennsylvania
|
+$57.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$51.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$142M |
| 2 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
-$110M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$65.2M |
| 4 |
Holocene Advisors
New York
|
-$47.9M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$35.6M |
OXY Hedge Fund Activity: Q3 2021 in Review
758 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q3 2021, worth a combined $19.9B — down 3.9% 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 246 added to existing stakes and 271 trimmed.
The largest buyer was State Street, adding an estimated $98.6M. The largest seller was Invesco, cutting an estimated $142M.
- 758 institutional investors held Occidental Petroleum (OXY) as of Q3 2021, up from 749 in Q2 2021.
- Funds reported $19.9B of Occidental Petroleum stock for Q3 2021, down 3.9% 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.