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ConocoPhillips

1,527 hedge funds and large institutions have $45.5B invested in ConocoPhillips in 2019 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 485 increasing their positions, 723 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $619M | Put options by funds: $529M

0.58% more ownership

Funds ownership: 71.42%72% (+0.58%)

3% less funds holding

Funds holding: 1,5671,527 (-40)

7% less capital invested

Capital invested by funds: $49.1B → $45.5B (-$3.59B)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

24% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 113

33% less repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 723

Holders
1,527
Holders Change
-40
Holders Change %
-2.55%
% of All Funds
33.48%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.48%
New
86
Increased
485
Reduced
723
Closed
113
Calls
$619M
Puts
$529M
Net Calls
+$89.4M
Net Calls Change
-$35.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1251
ProVise Management Group
Florida
$255K +$57 +1 +0%
TF
1252
TLWM Financial
Texas
$254K
GSWM
1253
Golden State Wealth Management
California
$253K +$3.3K +58 +1%
ZB
1254
Zions Bancorporation
Utah
$250K +$4.95K +87 +2%
1IA
1255
1834 Investment Advisors
Wisconsin
$250K +$9.96K +175 +4%
TPA
1256
Trivium Point Advisory
Connecticut
$249K -$1.88K -33 -0.7%
LA
1257
LexAurum Advisors
Kansas
$249K
PIM
1258
Penobscot Investment Management
Massachusetts
$249K
MCM
1259
Marathon Capital Management
Maryland
$248K
SFG
1260
Summit Financial Group
West Virginia
$247K -$91.1K -1,600 -27%
BFC
1261
Bedel Financial Consulting
Indiana
$247K
FFA
1262
First Foundation Advisors
California
$246K -$391K -6,868 -61%
PAM
1263
Private Asset Management
California
$243K -$5.69K -100 -2%
OWP
1264
Obermeyer Wealth Partners
Colorado
$240K -$11.4K -200 -5%
WP
1265
WMS Partners
Maryland
$239K -$38.9K -684 -14%
O
1266
Ossiam
France
$239K +$112K +1,963 +88%
RWML
1267
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$238K +$238K +4,184 New
FNBOO
1268
First National Bank of Omaha
Nebraska
$238K -$20.8K -365 -8%
SAM
1269
Sawgrass Asset Management
Florida
$237K -$4.55K -80 -2%
AAM
1270
Autus Asset Management
Arizona
$237K +$1.88K +33 +0.8%
VHAM
1271
Van Hulzen Asset Management
California
$235K -$26.9K -472 -10%
GIM
1272
Grassi Investment Management
California
$234K -$4.91M -86,300 -95%
SFG
1273
SevenBridge Financial Group
Pennsylvania
$234K
CLOS
1274
Compagnie Lombard Odier SCmA
Switzerland
$233K -$209K -3,670 -47%
ATFA
1275
All Terrain Financial Advisors
Minnesota
$233K -$59.5K -1,046 -20%

COP Hedge Fund Activity: Q3 2019 in Review

1,527 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in ConocoPhillips (COP) for Q3 2019, worth a combined $45.5B — down 7.3% from $49.1B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of COP and 86 opened new positions — a net loss of 27 holders — while 723 trimmed existing stakes and 485 added.

The largest buyer was Capital International Investors, adding an estimated $491M. The largest seller was State Street, cutting an estimated $232M.

  • 1,527 institutional investors held ConocoPhillips (COP) as of Q3 2019, down from 1,567 in Q2 2019.
  • Funds reported $45.5B of ConocoPhillips stock for Q3 2019, down 7.3% quarter-over-quarter.
  • 86 funds opened new ConocoPhillips positions in Q3 2019 and 113 closed out, a net change of -27 holders.
  • The largest ConocoPhillips buyer in Q3 2019 was Capital International Investors, an estimated $491M added.
  • The largest ConocoPhillips seller in Q3 2019 was State Street, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2019.