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ConocoPhillips
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Overview Fund Activity

1,463 hedge funds and large institutions have $50.2B invested in ConocoPhillips in 2018 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 431 increasing their positions, 726 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+18
Holders Change %
+1.25%
% of All Funds
33.58%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.62%
New
113
Increased
431
Reduced
726
Closed
81
Calls
$533M
Puts
$576M
Net Calls
-$42.4M
Net Calls Change
+$296M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.08B
2
EVM
Eaton Vance Management
Massachusetts
+$263M
3
Citadel Advisors
Citadel Advisors
Florida
+$209M
4
Ameriprise
Ameriprise
Minnesota
+$182M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$113M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$474M
2
State Street
State Street
Massachusetts
-$267M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$104M
4
Morgan Stanley
Morgan Stanley
New York
-$85.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$76.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
1376
Sound Income Strategies
Florida
$34K – – –
LJHT
1377
Laurie J. Hall Trustee
$34K – – –
PRS
1378
Pinkerton Retirement Specialists
Idaho
$34K – – –
NCM
1379
New Capital Management
Texas
$33K – – –
MBT
1380
Monroe Bank & Trust
Michigan
$33K – – –
PCFFS
1381
Pacific Center for Financial Services
California
$32K -$21.5K -367 -40%
MSFP
1382
Mark Sheptoff Financial Planning
Connecticut
$32K – – –
OSNBOA
1383
Old Second National Bank of Aurora
Illinois
$32K – – –
ANBT
1384
American National Bank & Trust
Texas
$32K +$32K +531 New
TFO
1385
Tarbox Family Office
California
$30K -$76.7K -1,273 -72%
LWA
1386
Lenox Wealth Advisors
New York
$30K +$17.6K +295 +141%
CFN
1387
Cordasco Financial Network
Florida
$30K +$30K +500 New
CA
1388
Crewe Advisors
Utah
$29K -$709 -12 -2%
AC
1389
Avestar Capital
New York
$28K +$1.9K +36 +7%
CA
1390
Centerpoint Advisors
Massachusetts
$28K +$19.9K +333 +247%
HWP
1391
Hefty Wealth Partners
Indiana
$27K – – –
MWM
1392
Mascoma Wealth Management
New Hampshire
$27K – – –
LYV
1393
Live Your Vision
Pennsylvania
$27K +$200 +3 +0.7%
WCM
1394
Wealthcare Capital Management
Virginia
$24K – – –
DOA
1395
D'Orazio & Associates
Virginia
$24K – – –
ACM
1396
Armbruster Capital Management
New York
$24K – – –
WWM
1397
Willingdon Wealth Management
North Carolina
$24K +$10.3K +172 +75%
WC
1398
Whitnell & Co
Illinois
$23K +$8.34K +141 +57%
HR
1399
Howe & Rusling
New York
$22K -$6.26K -107 -22%
LWS
1400
Lucia Wealth Services
California
$21K +$21K +351 New
54 55
56
57 58