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ConocoPhillips

2,082 hedge funds and large institutions have $99.4B invested in ConocoPhillips in 2023 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 780 increasing their positions, 853 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,082
Holders Change
-72
Holders Change %
-3.34%
% of All Funds
33.32%
Holding in Top 10
45
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-38.36%
% of All Funds
0.72%
New
138
Increased
780
Reduced
853
Closed
158
Calls
$1.97B
Puts
$1.6B
Net Calls
+$370M
Net Calls Change
-$5.51M
Name Holding Trade Value Shares
Change
Shares
Change %
SMC
1026
Smith, Moore & Co
Missouri
$921K +$75.3K +759 +9%
HA
1027
Harbor Advisors
Florida
$920K
RFM
1028
Royal Fund Management
Florida
$920K +$183K +1,843 +25%
AIM
1029
Anchor Investment Management
South Carolina
$915K +$87.4K +881 +11%
LJAC
1030
L.J. Altfest & Co
New York
$908K +$85.8K +865 +10%
BFO
1031
Boston Family Office
Massachusetts
$906K -$5.45K -55 -0.6%
WG
1032
Welch Group
Alabama
$905K +$147K +1,482 +19%
JSL
1033
JT Stratford LLC
Georgia
$901K +$150K +1,507 +20%
AR
1034
Advisory Research
Illinois
$899K +$899K +9,059 New
ANBT
1035
American National Bank & Trust
Texas
$898K +$702K +7,080 +360%
IWA
1036
IBEX Wealth Advisors
New Jersey
$892K +$99 +1 +0%
BEI
1037
Benjamin Edwards Inc
Missouri
$890K +$197K +1,981 +28%
BFM
1038
Boothbay Fund Management
New York
$890K +$535K +5,397 +151%
RT
1039
Rockland Trust
Massachusetts
$889K -$102K -1,024 -10%
STCOSD
1040
Sageworth Trust Company of South Dakota
South Dakota
$887K
BONH
1041
Bank of New Hampshire
New Hampshire
$886K -$52K -524 -6%
GWCM
1042
Godshalk Welsh Capital Management
Pennsylvania
$883K -$4.96K -50 -0.6%
ICG
1043
InterOcean Capital Group
Tennessee
$882K +$243K +2,451 +38%
PMA
1044
Prudent Man Advisors
Illinois
$881K -$2.28K -23 -0.3%
KFS
1045
Kurt F. Somerville
$880K -$4.96K -50 -0.6%
GLA
1046
Good Life Advisors
Pennsylvania
$874K -$53K -534 -6%
MWM
1047
Mission Wealth Management
California
$873K +$66.3K +668 +8%
SIM
1048
Sentry Investment Management
Wisconsin
$870K -$11.9K -120 -1%
PTC
1049
Private Trust Company
Ohio
$869K -$92.1K -928 -10%
MWM
1050
MorganRosel Wealth Management
Colorado
$869K +$869K +8,759 New