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ConocoPhillips

1,511 hedge funds and large institutions have $50.1B invested in ConocoPhillips in 2015 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 650 increasing their positions, 603 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $893M | Put options by funds: $740M

8% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 603

2% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 90

1% less funds holding

Funds holding: 1,5321,511 (-21)

2.63% less ownership

Funds ownership: 68.07%65.44% (-2.6%)

13% less capital invested

Capital invested by funds: $57.8B → $50.1B (-$7.68B)

41% less funds holding in top 10

Funds holding in top 10: 5834 (-24)

Holders
1,511
Holders Change
-21
Holders Change %
-1.37%
% of All Funds
40.26%
Holding in Top 10
34
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-41.38%
% of All Funds
0.91%
New
88
Increased
650
Reduced
603
Closed
90
Calls
$893M
Puts
$740M
Net Calls
+$153M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UFA
1501
US Financial Advisors
Massachusetts
$4K
DW
1502
Domani Wealth
Pennsylvania
$3.62K +$14.5K +225 New
AT
1503
Arden Trust
Delaware
$3.58K +$1.73M +26,755 +87%
TCA
1504
Tortoise Capital Advisors
Kansas
$2K
AIC
1505
Ayalon Insurance Company
Israel
$2K +$2.59K +40 New
SSA
1506
South Street Advisors
New York
$1.85K +$125K +1,930 +7%
WA
1507
WBH Advisory
Maryland
$1.46K -$81.6K -1,262 -5%
HF
1508
Hoxton Financial
West Virginia
$1K
FTUS
1509
Flow Traders U.S.
New York
$1K +$1.16K +18 New
VC
1510
Vicus Capital
Pennsylvania
$392 +$58.5K +905 +17%
WG
1511
Welch Group
Alabama
$256 -$12.4M -191,732 -98%
BGIM
1512
Brandywine Global Investment Management
Pennsylvania
-$76.7M -1,110,898 Closed
AH
1513
Achievement Holdings
Illinois
-$58.9M -852,600 Closed
AIA
1514
Affinity Investment Advisors
California
-$15.9M -230,264 Closed
Two Sigma Advisers
1515
Two Sigma Advisers
New York
-$15.6M -225,712 Closed
GAM
1516
Gotham Asset Management
New York
-$12.4M -180,169 Closed
BC
1517
Brinker Capital
Pennsylvania
-$11.1M -160,444 Closed
CIC
1518
Cornercap Investment Counsel
Georgia
-$8.68M -125,744 Closed
GL
1519
GLG LLC
New York
-$7.27M -105,262 Closed
ACM
1520
Aviance Capital Management
Florida
-$7.24M -104,838 Closed
RBA
1521
Richard Bernstein Advisors
New York
-$6.17M -89,418 Closed
SC
1522
Sculptor Capital
New York
-$5.07M -78,401 Closed
MME
1523
Meag Munich Ergo
Germany
-$5.32M -76,077 Closed
BCM
1524
Buckhead Capital Management
Georgia
-$4.92M -71,223 Closed
VFM
1525
Viking Fund Management
North Dakota
-$4.7M -68,000 Closed

COP Hedge Fund Activity: Q1 2015 in Review

1,511 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ConocoPhillips (COP) for Q1 2015, worth a combined $50.1B — down 13% from $57.8B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of COP and 88 opened new positions — a net loss of 2 holders — while 603 trimmed existing stakes and 650 added.

The largest buyer was Capital International Investors, adding an estimated $271M. The largest seller was Allianz Asset Management, cutting an estimated $473M.

  • 1,511 institutional investors held ConocoPhillips (COP) as of Q1 2015, down from 1,532 in Q4 2014.
  • Funds reported $50.1B of ConocoPhillips stock for Q1 2015, down 13% quarter-over-quarter.
  • 88 funds opened new ConocoPhillips positions in Q1 2015 and 90 closed out, a net change of -2 holders.
  • The largest ConocoPhillips buyer in Q1 2015 was Capital International Investors, an estimated $271M added.
  • The largest ConocoPhillips seller in Q1 2015 was Allianz Asset Management, an estimated $473M sold.

Based on aggregated 13F filings for Q1 2015.