We are live on ! Find out more
COP icon

ConocoPhillips

1,521 hedge funds and large institutions have $55.5B invested in ConocoPhillips in 2021 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 640 increasing their positions, 462 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 101

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

68% more capital invested

Capital invested by funds: $33.1B → $55.5B (+$22.4B)

39% more repeat investments, than reductions

Existing positions increased: 640 | Existing positions reduced: 462

32% more call options, than puts

Call options by funds: $702M | Put options by funds: $531M

8% more funds holding

Funds holding: 1,4021,521 (+119)

0.11% more ownership

Funds ownership: 77.36%77.47% (+0.11%)

Holders
1,521
Holders Change
+119
Holders Change %
+8.49%
% of All Funds
26.71%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.25%
New
231
Increased
640
Reduced
462
Closed
101
Calls
$702M
Puts
$531M
Net Calls
+$170M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
TFF
1176
The Family Firm
Maryland
$253K +$838 +17 +0.4%
HIP
1177
Harrell Investment Partners
Texas
$253K +$235K +4,775 New
JWS
1178
Juncture Wealth Strategies
Arizona
$252K +$232K +4,717 New
RG
1179
Rikoon Group
New Mexico
$251K +$234K +4,744 New
AIM
1180
Aspen Investment Management
Michigan
$251K +$234K +4,746 New
MIP
1181
Marietta Investment Partners
Wisconsin
$250K +$233K +4,720 New
BSB
1182
Bangor Savings Bank
Maine
$250K +$233K +4,723 New
OWA
1183
One Wealth Advisors
California
$249K +$232K +4,709 New
BWP
1184
Baldwin Wealth Partners
Massachusetts
$248K -$17.4K -354 -7%
TAM
1185
Trillium Asset Management
Massachusetts
$248K +$231K +4,678 New
WPC
1186
White Pine Capital
Minnesota
$248K +$231K +4,690 New
JAFL
1187
Jay A. Fishman Ltd
Michigan
$248K +$230K +4,675 New
FFA
1188
Founders Financial Alliance
North Carolina
$247K -$27.4K -556 -11%
DWM
1189
Denver Wealth Management
Colorado
$247K +$122K +2,468 New
NPF
1190
Norris Perne & French
Michigan
$247K +$230K +4,666 New
PPP
1191
Private Portfolio Partners
New Jersey
$246K +$229K +4,647 New
FG
1192
Fiduciary Group
Georgia
$246K -$2.37K -48 -1%
MMA
1193
Miracle Mile Advisors
California
$246K +$229K +4,646 New
MSAM
1194
Moloney Securities Asset Management
Missouri
$246K +$229K +4,649 New
CT
1195
Chicago Trust
Illinois
$246K +$230K +4,661 New
T
1196
TOBAM
France
$245K +$47.3K +960 +26%
SWA
1197
Sutton Wealth Advisors
Florida
$245K +$3.2K +65 +1%
SFG
1198
Summit Financial Group
West Virginia
$243K +$226K +4,591 New
PCP
1199
Proficio Capital Partners
Massachusetts
$241K +$224K +4,542 New
BWAM
1200
Boyd Watterson Asset Management
Ohio
$241K +$224K +4,553 New

COP Hedge Fund Activity: Q1 2021 in Review

1,521 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ConocoPhillips (COP) for Q1 2021, worth a combined $55.5B — up 68% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 231 funds opened new COP positions and 101 closed out — a net gain of 130 holders — while 640 added to existing stakes and 462 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.2B. The largest seller was Macquarie Group, cutting an estimated $159M.

  • 1,521 institutional investors held ConocoPhillips (COP) as of Q1 2021, up from 1,402 in Q4 2020.
  • Funds reported $55.5B of ConocoPhillips stock for Q1 2021, up 68% quarter-over-quarter.
  • 231 funds opened new ConocoPhillips positions in Q1 2021 and 101 closed out, a net change of +130 holders.
  • The largest ConocoPhillips buyer in Q1 2021 was Vanguard Group, an estimated $1.2B added.
  • The largest ConocoPhillips seller in Q1 2021 was Macquarie Group, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2021.