We are live on ! Find out more
OXY icon

Occidental Petroleum

1,167 hedge funds and large institutions have $43.8B invested in Occidental Petroleum in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 422 increasing their positions, 388 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 118

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

9% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 388

1% more funds holding

Funds holding: 1,1611,167 (+6)

0.59% less ownership

Funds ownership: 78.6%78.01% (-0.59%)

2% less capital invested

Capital invested by funds: $44.7B → $43.8B (-$889M)

8% less call options, than puts

Call options by funds: $2.2B | Put options by funds: $2.39B

Holders
1,167
Holders Change
+6
Holders Change %
+0.52%
% of All Funds
18.6%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.59%
New
152
Increased
422
Reduced
388
Closed
118
Calls
$2.2B
Puts
$2.39B
Net Calls
-$193M
Net Calls Change
+$420M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$13.2B +$1.08B +17,355,469 +9%
Dodge & Cox
2
Dodge & Cox
California
$5.75B -$49.8M -801,155 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.71B -$104M -1,676,275 -3%
BlackRock
4
BlackRock
New York
$2.96B -$176M -2,836,800 -6%
State Street
5
State Street
Massachusetts
$2.94B -$110M -1,768,434 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.63B -$181M -2,921,016 -10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$812M -$11.8M -190,245 -1%
Morgan Stanley
8
Morgan Stanley
New York
$553M -$4.53M -72,848 -0.8%
Northern Trust
9
Northern Trust
Illinois
$538M -$25.1M -403,489 -4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$488M -$34.5M -555,306 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$480M -$15.2M -244,277 -3%
SCM
12
Smead Capital Management
Arizona
$444M +$17.3M +278,116 +4%
Bank of America
13
Bank of America
North Carolina
$393M +$20.6M +332,154 +6%
Legal & General Group
14
Legal & General Group
United Kingdom
$296M -$28.9M -465,299 -9%
Pacer Advisors
15
Pacer Advisors
Pennsylvania
$279M +$75.9M +1,222,075 +38%
Invesco
16
Invesco
Georgia
$257M -$30.5M -490,959 -11%
Charles Schwab
17
Charles Schwab
California
$241M -$1.3M -20,975 -0.5%
AAA
18
Adams Asset Advisors
Texas
$226M -$932K -15,000 -0.4%
Amundi
19
Amundi
France
$219M +$6M +96,506 +3%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$202M +$51.9M +835,772 +35%
AllianceBernstein
21
AllianceBernstein
Tennessee
$202M +$14.6M +235,077 +8%
FFH
22
Fairfax Financial Holdings
Ontario, Canada
$189M +$131M +2,108,927 +229%
Swiss National Bank
23
Swiss National Bank
Switzerland
$180M -$56M -900,900 -24%
N
24
Nuveen
North Carolina
$173M -$2.96M -47,657 -2%
Citigroup
25
Citigroup
New York
$143M +$2.54M +40,939 +2%

OXY Hedge Fund Activity: Q1 2023 in Review

1,167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q1 2023, worth a combined $43.8B — down 2% from $44.7B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new OXY positions and 118 closed out — a net gain of 34 holders — while 422 added to existing stakes and 388 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.08B. The largest seller was GQG Partners, cutting an estimated $890M.

  • 1,167 institutional investors held Occidental Petroleum (OXY) as of Q1 2023, up from 1,161 in Q4 2022.
  • Funds reported $43.8B of Occidental Petroleum stock for Q1 2023, down 2% quarter-over-quarter.
  • 152 funds opened new Occidental Petroleum positions in Q1 2023 and 118 closed out, a net change of +34 holders.
  • The largest Occidental Petroleum buyer in Q1 2023 was Berkshire Hathaway, an estimated $1.08B added.
  • The largest Occidental Petroleum seller in Q1 2023 was GQG Partners, an estimated $890M sold.

Based on aggregated 13F filings for Q1 2023.