COP icon

ConocoPhillips
COP

Overview Fund Activity

2,164 hedge funds and large institutions have $116B invested in ConocoPhillips in 2023 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 853 increasing their positions, 768 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,164
Holders Change
+74
Holders Change %
+3.54%
% of All Funds
34.5%
Holding in Top 10
64
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+45.45%
% of All Funds
1.02%
New
188
Increased
853
Reduced
768
Closed
92
Calls
$2.24B
Puts
$1.88B
Net Calls
+$361M
Net Calls Change
+$270M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$809M
2
AIM
Alphinity Investment Management
Australia
+$310M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$283M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$171M
5
CWP
Capital Wealth Planning
Florida
+$171M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$353M
2
Capital International Investors
Capital International Investors
California
-$244M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$178M
4
State Street
State Street
Massachusetts
-$177M
5
Harris Associates
Harris Associates
Illinois
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCONE
1576
Retirement Planning Company of New England
Rhode Island
$377K -$7.07K -59 -2%
FPGK
1577
Financial Partners Group (Kansas)
Kansas
$377K +$99.9K +875 +36%
BIA
1578
Beacon Investment Advisors
Maryland
$375K +$359 +3 +0.1%
CIP
1579
Convergence Investment Partners
Florida
$374K +$12.2K +102 +3%
IGWM
1580
ICA Group Wealth Management
Colorado
$374K +$1.79K +15 +0.5%
PIA
1581
Pinion Investment Advisors
Kansas
$373K +$48.5K +405 +15%
AC
1582
Apella Capital
Connecticut
$373K -$4.43K -37 -1%
JWM
1583
Janiczek Wealth Management
Colorado
$372K +$26.5K +221 +8%
BA
1584
Bridgewater Associates
Connecticut
$372K -$26.3M -219,471 -99%
SFG
1585
Steward Financial Group
Texas
$372K -$12.1K -101 -3%
CWM
1586
Cabot Wealth Management
Massachusetts
$372K – – –
AFG
1587
AFS Financial Group
Maryland
$372K +$120 +1 +0%
CS
1588
Cannell & Spears
New York
$372K – – –
ACM
1589
Alta Capital Management
Utah
$371K – – –
SFC
1590
Strategic Financial Concepts
Texas
$368K -$11K -92 -3%
HR
1591
Howe & Rusling
New York
$367K +$599 +5 +0.2%
WBG
1592
Wharton Business Group
Pennsylvania
$367K – – –
MIM
1593
Merrion Investment Management
New Jersey
$366K – – –
AOWM
1594
Alpha Omega Wealth Management
Virginia
$365K -$3.83K -32 -1%
MGAM
1595
McGowan Group Asset Management
Texas
$365K – – –
MWC
1596
MBM Wealth Consultants
Missouri
$365K +$12.9K +103 +4%
WSCM
1597
Wellington Shields Capital Management
New York
$364K – – –
SQA
1598
Simon Quick Advisors
New Jersey
$364K +$72.8K +608 +25%
TWP
1599
Tempus Wealth Planning
California
$364K -$144K -1,200 -28%
BC
1600
Barrett & Company
Rhode Island
$363K +$25.4K +212 +8%
62 63
64
65 66