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Occidental Petroleum

812 hedge funds and large institutions have $20.1B invested in Occidental Petroleum in 2021 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 238 increasing their positions, 258 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 84

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

26% more call options, than puts

Call options by funds: $1.08B | Put options by funds: $854M

7% more funds holding

Funds holding: 757812 (+55)

2.38% more ownership

Funds ownership: 71.91%74.29% (+2.4%)

1% more capital invested

Capital invested by funds: $19.9B → $20.1B (+$234M)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 258

Holders
812
Holders Change
+55
Holders Change %
+7.27%
% of All Funds
12.5%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
151
Increased
238
Reduced
258
Closed
84
Calls
$1.08B
Puts
$854M
Net Calls
+$226M
Net Calls Change
-$263M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$3.26B -$86.9M -2,769,327 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.88B +$60.5M +1,928,808 +2%
BlackRock
3
BlackRock
New York
$1.73B +$15.7M +499,507 +0.8%
State Street
4
State Street
Massachusetts
$1.68B -$39.1M -1,246,917 -2%
IC
5
Icahn Carl
Florida
$1.3B
GQG Partners
6
GQG Partners
Florida
$666M +$98M +3,123,792 +16%
JIM
7
JB Investments Management
Pennsylvania
$649M +$12.4M +394,537 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$489M +$8.23M +262,224 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$323M +$13.2M +421,344 +4%
MP
10
MFN Partners
Massachusetts
$317M +$343M +10,934,426 New
Northern Trust
11
Northern Trust
Illinois
$303M -$2.74M -87,218 -0.8%
Invesco
12
Invesco
Georgia
$261M -$29.1M -928,316 -9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$256M +$1.8M +57,459 +0.7%
AL
14
Appaloosa LP
New Jersey
$191M -$1.26M -40,000 -0.6%
Bank of America
15
Bank of America
North Carolina
$190M +$5.56M +177,279 +3%
JP Morgan Chase
16
JP Morgan Chase
New York
$182M -$21.6M -687,755 -10%
Morgan Stanley
17
Morgan Stanley
New York
$155M -$7.69M -244,940 -4%
LCM
18
Laurion Capital Management
New York
$147M +$96.4M +3,071,233 +153%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$145M +$52.8M +1,681,775 +51%
Legal & General Group
20
Legal & General Group
United Kingdom
$143M -$13.6M -434,011 -8%
Charles Schwab
21
Charles Schwab
California
$143M -$3.57M -113,736 -2%
SCM
22
Smead Capital Management
Arizona
$140M +$59.1M +1,884,163 +64%
Citigroup
23
Citigroup
New York
$133M +$64.1M +2,041,788 +80%
Renaissance Technologies
24
Renaissance Technologies
New York
$126M +$64.7M +2,061,057 +91%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$121M -$25.1M -799,777 -16%

OXY Hedge Fund Activity: Q4 2021 in Review

812 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2021, worth a combined $20.1B — up 1.2% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new OXY positions and 84 closed out — a net gain of 67 holders — while 238 added to existing stakes and 258 trimmed.

The largest buyer was MFN Partners, opening a new position worth an estimated $343M. The largest seller was Wellington Management Group, cutting an estimated $113M.

  • 812 institutional investors held Occidental Petroleum (OXY) as of Q4 2021, up from 757 in Q3 2021.
  • Funds reported $20.1B of Occidental Petroleum stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 151 funds opened new Occidental Petroleum positions in Q4 2021 and 84 closed out, a net change of +67 holders.
  • The largest Occidental Petroleum buyer in Q4 2021 was MFN Partners, an estimated $343M added.
  • The largest Occidental Petroleum seller in Q4 2021 was Wellington Management Group, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2021.