We are live on ! Find out more
COP icon

ConocoPhillips

1,659 hedge funds and large institutions have $51.8B invested in ConocoPhillips in 2019 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 510 increasing their positions, 684 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 253 | Existing positions closed: 95

14% more capital invested

Capital invested by funds: $45.5B → $51.8B (+$6.33B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

9% more funds holding

Funds holding: 1,5261,659 (+133)

9% more call options, than puts

Call options by funds: $803M | Put options by funds: $735M

0.69% more ownership

Funds ownership: 72%72.69% (+0.69%)

25% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 684

Holders
1,659
Holders Change
+133
Holders Change %
+8.72%
% of All Funds
32.69%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.47%
New
253
Increased
510
Reduced
684
Closed
95
Calls
$803M
Puts
$735M
Net Calls
+$67.5M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1501
Corbenic Partners
Pennsylvania
$103K +$93.2K +1,585 New
EWP
1502
Engrave Wealth Partners
Texas
$103K +$93.4K +1,588 New
AF
1503
Allworth Financial
California
$101K -$4.06K -69 -4%
JFA
1504
JNBA Financial Advisors
Minnesota
$101K +$7.12K +121 +8%
TL
1505
TrueWealth LLC
Georgia
$98K -$49.5K -841 -36%
TFGT
1506
TS Financial Group (TSFG)
Illinois
$98K +$59 +1 +0.1%
KFA
1507
Kelleher Financial Advisors
New York
$97K +$87.9K +1,495 New
BWM
1508
BerganKDV Wealth Management
Minnesota
$96K +$10.5K +179 +14%
WPA
1509
West Paces Advisors
Georgia
$95.1K -$1.82K -31 -2%
FFC
1510
First Financial Corp
Indiana
$94K -$17.6K -300 -17%
IAS
1511
IMA Advisory Services
Colorado
$93K
Kayne Anderson Rudnick Investment Management
1512
Kayne Anderson Rudnick Investment Management
California
$93K +$1.59K +27 +2%
KTC
1513
Kistler-Tiffany Companies
Pennsylvania
$91K
BWM
1514
Baystate Wealth Management
Massachusetts
$89K
FPB
1515
First PREMIER Bank
South Dakota
$87K -$882 -15 -1%
VCM
1516
Versant Capital Management
Arizona
$87K +$59 +1 +0.1%
CAL
1517
Capital Analysts LLC
Pennsylvania
$87K +$14.9K +253 +23%
DI
1518
Disciplined Investments
Oklahoma
$87K +$78.8K +1,341 New
WAM
1519
Wolverine Asset Management
Illinois
$85K
GFPC
1520
Global Financial Private Client
Florida
$82.8K +$74.9K +1,273 New
LWM
1521
Lionsbridge Wealth Management
Florida
$81K +$73.2K +1,245 New
NSB
1522
Norway Savings Bank
Maine
$80K
CCM
1523
Cribstone Capital Management
Maine
$79K -$26.9K -458 -27%
CI
1524
CX Institutional
Indiana
$77K +$2.71K +46 +4%
HCM
1525
Highlander Capital Management
New Jersey
$73K +$8.82K +150 +15%

COP Hedge Fund Activity: Q4 2019 in Review

1,659 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ConocoPhillips (COP) for Q4 2019, worth a combined $51.8B — up 14% from $45.5B a quarter earlier.

Buyers outnumbered sellers: 253 funds opened new COP positions and 95 closed out — a net gain of 158 holders — while 510 added to existing stakes and 684 trimmed.

The largest buyer was American Century Companies, adding an estimated $255M. The largest seller was D.E. Shaw & Co, cutting an estimated $311M.

  • 1,659 institutional investors held ConocoPhillips (COP) as of Q4 2019, up from 1,526 in Q3 2019.
  • Funds reported $51.8B of ConocoPhillips stock for Q4 2019, up 14% quarter-over-quarter.
  • 253 funds opened new ConocoPhillips positions in Q4 2019 and 95 closed out, a net change of +158 holders.
  • The largest ConocoPhillips buyer in Q4 2019 was American Century Companies, an estimated $255M added.
  • The largest ConocoPhillips seller in Q4 2019 was D.E. Shaw & Co, an estimated $311M sold.

Based on aggregated 13F filings for Q4 2019.