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ConocoPhillips

1,296 hedge funds and large institutions have $35.7B invested in ConocoPhillips in 2016 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 440 increasing their positions, 608 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $731M | Put options by funds: $609M

14% more capital invested

Capital invested by funds: $31.4B → $35.7B (+$4.34B)

1.34% more ownership

Funds ownership: 64.58%65.93% (+1.3%)

4% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 80

1% less funds holding

Funds holding: 1,3081,296 (-12)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

28% less repeat investments, than reductions

Existing positions increased: 440 | Existing positions reduced: 608

Holders
1,296
Holders Change
-12
Holders Change %
-0.92%
% of All Funds
34.58%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.4%
New
83
Increased
440
Reduced
608
Closed
80
Calls
$731M
Puts
$609M
Net Calls
+$122M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1251
Nelson Capital Management
California
$25K -$14.3K -324 -36%
HR
1252
Howe & Rusling
New York
$24K -$50.4K -1,142 -67%
JSAM
1253
J. Safra Asset Management
New York
$24K +$24.6K +557 New
PIM
1254
Parasol Investment Management
Illinois
$22K -$13.2K -300 -38%
VFA
1255
Virtus Fund Advisers
Connecticut
$20K
BL
1256
Balentine LLC
Georgia
$19K +$44 +1 +0.2%
CBT
1257
Central Bank & Trust
Kentucky
$18K
WCM
1258
Wealthcare Capital Management
Virginia
$17K
SCA
1259
Stuart Chaussee & Associates
California
$16K
VCM
1260
Vigilant Capital Management
Maine
$16K +$16.2K +367 New
LWA
1261
Lenox Wealth Advisors
New York
$14K
TCM
1262
TD Capital Management
Tennessee
$14K
PR
1263
Payden & Rygel
California
$13K -$2.08M -47,200 -99%
PWM
1264
Perigon Wealth Management
California
$13K -$256K -5,798 -95%
LWM
1265
Lenox Wealth Management
Ohio
$13K -$54.4K -1,234 -80%
APSP
1266
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K +$13.2K +300 New
KLI
1267
Kelman-Lazarov Inc
Tennessee
$12.7K
AA
1268
AlphaMark Advisors
Kentucky
$11K
CWM
1269
Catamount Wealth Management
Connecticut
$11K
PCP
1270
Proficio Capital Partners
Massachusetts
$10K +$7.76K +176 +232%
WAS
1271
WESPAC Advisors SoCal
California
$8.72K
PSC
1272
Prentiss Smith & Co
Vermont
$8K
CP
1273
Corbenic Partners
Pennsylvania
$7K
BAM
1274
Bruderman Asset Management
New York
$7K +$44 +1 +0.7%
GWS
1275
Glassman Wealth Services
Virginia
$6K

COP Hedge Fund Activity: Q2 2016 in Review

1,296 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ConocoPhillips (COP) for Q2 2016, worth a combined $35.7B — up 14% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new COP positions and 80 closed out — a net gain of 3 holders — while 440 added to existing stakes and 608 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $697M. The largest seller was Royal London Asset Management, cutting an estimated $511M.

  • 1,296 institutional investors held ConocoPhillips (COP) as of Q2 2016, down from 1,308 in Q1 2016.
  • Funds reported $35.7B of ConocoPhillips stock for Q2 2016, up 14% quarter-over-quarter.
  • 83 funds opened new ConocoPhillips positions in Q2 2016 and 80 closed out, a net change of +3 holders.
  • The largest ConocoPhillips buyer in Q2 2016 was Fidelity Investments, an estimated $697M added.
  • The largest ConocoPhillips seller in Q2 2016 was Royal London Asset Management, an estimated $511M sold.

Based on aggregated 13F filings for Q2 2016.