We are live on ! Find out more
COP icon

ConocoPhillips

1,659 hedge funds and large institutions have $51.8B invested in ConocoPhillips in 2019 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 510 increasing their positions, 684 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 253 | Existing positions closed: 95

14% more capital invested

Capital invested by funds: $45.5B → $51.8B (+$6.33B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

9% more funds holding

Funds holding: 1,5261,659 (+133)

9% more call options, than puts

Call options by funds: $803M | Put options by funds: $735M

0.69% more ownership

Funds ownership: 72%72.69% (+0.69%)

25% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 684

Holders
1,659
Holders Change
+133
Holders Change %
+8.72%
% of All Funds
32.69%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.47%
New
253
Increased
510
Reduced
684
Closed
95
Calls
$803M
Puts
$735M
Net Calls
+$67.5M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1151
Telemus Capital
Michigan
$385K +$60.4K +1,027 +21%
BDF
1152
Balasa Dinverno & Foltz
$385K +$348K +5,918 New
BCB
1153
Brian C. Broderick
$384K
SVWAG
1154
Sound View Wealth Advisors Group
Georgia
$382K -$5.59K -95 -2%
MSAM
1155
Moloney Securities Asset Management
Missouri
$381K -$3.7K -63 -1%
AFWM
1156
AMJ Financial Wealth Management
Virginia
$381K +$345K +5,866 New
TAM
1157
Trillium Asset Management
Massachusetts
$380K -$83.3K -1,416 -19%
ASA
1158
Armstrong Shaw Associates
Connecticut
$380K
SC
1159
Savant Capital
Illinois
$380K +$28.8K +489 +9%
BSB
1160
Bangor Savings Bank
Maine
$379K +$20.1K +341 +6%
PGIM
1161
Pacific Global Investment Management
California
$375K +$15.4K +262 +5%
CAG
1162
Crestwood Advisors Group
Massachusetts
$373K -$2.29K -39 -0.7%
ISB
1163
Iowa State Bank
Iowa
$373K
AP
1164
Appleton Partners
Massachusetts
$371K -$14.4K -245 -4%
BFG
1165
Barber Financial Group
Kansas
$371K +$59 +1 +0%
ADL
1166
Asset Dedication LLC
California
$371K +$259K +4,408 +334%
LFASL
1167
Lugano Financial Advisors SA (LFA)
Switzerland
$371K +$335K +5,703 New
CW
1168
CreativeOne Wealth
Kansas
$370K +$28.3K +481 +9%
Eagle Capital Management (New York)
1169
Eagle Capital Management (New York)
New York
$364K
PPP
1170
Private Portfolio Partners
New Jersey
$364K +$21.5K +365 +7%
MYIA
1171
Mount Yale Investment Advisors
Colorado
$364K +$361K +6,132 New
SCA
1172
Snowden Capital Advisors
New York
$363K +$4.64K +79 +1%
FSA
1173
Franklin Street Advisors
North Carolina
$363K -$35K -595 -10%
EDRIA
1174
Edmonds Duncan Registered Investment Advisors
Kansas
$363K
VFA
1175
Valeo Financial Advisors
Indiana
$362K -$36.5K -620 -10%

COP Hedge Fund Activity: Q4 2019 in Review

1,659 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ConocoPhillips (COP) for Q4 2019, worth a combined $51.8B — up 14% from $45.5B a quarter earlier.

Buyers outnumbered sellers: 253 funds opened new COP positions and 95 closed out — a net gain of 158 holders — while 510 added to existing stakes and 684 trimmed.

The largest buyer was American Century Companies, adding an estimated $255M. The largest seller was D.E. Shaw & Co, cutting an estimated $311M.

  • 1,659 institutional investors held ConocoPhillips (COP) as of Q4 2019, up from 1,526 in Q3 2019.
  • Funds reported $51.8B of ConocoPhillips stock for Q4 2019, up 14% quarter-over-quarter.
  • 253 funds opened new ConocoPhillips positions in Q4 2019 and 95 closed out, a net change of +158 holders.
  • The largest ConocoPhillips buyer in Q4 2019 was American Century Companies, an estimated $255M added.
  • The largest ConocoPhillips seller in Q4 2019 was D.E. Shaw & Co, an estimated $311M sold.

Based on aggregated 13F filings for Q4 2019.