COP icon

ConocoPhillips
COP

Overview Fund Activity

2,248 hedge funds and large institutions have $114B invested in ConocoPhillips in 2023 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 812 increasing their positions, 870 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,248
Holders Change
+84
Holders Change %
+3.88%
% of All Funds
32.95%
Holding in Top 10
45
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-29.69%
% of All Funds
0.66%
New
239
Increased
812
Reduced
870
Closed
123
Calls
$1.98B
Puts
$1.92B
Net Calls
+$53.4M
Net Calls Change
-$307M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.1B
2
State Street
State Street
Massachusetts
+$1.85B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$549M
4
Barclays
Barclays
United Kingdom
+$389M
5
DZ Bank
DZ Bank
Germany
+$363M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.23B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$378M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$346M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$315M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
1576
Bray Capital Advisors
Florida
$377K – – –
RPCONE
1577
Retirement Planning Company of New England
Rhode Island
$376K +$10.7K +92 +3%
SIP
1578
Stoneridge Investment Partners
Pennsylvania
$375K – – –
OFS
1579
OneAscent Financial Services
Alabama
$374K -$13K -112 -3%
BFM
1580
Boston Financial Management
Massachusetts
$373K – – –
WFI
1581
West Family Investments
California
$373K – – –
IIC
1582
Integrated Investment Consultants
Michigan
$373K -$9.63K -83 -3%
HBT
1583
Heartland Bank & Trust
Illinois
$372K -$79.5K -685 -18%
HBW
1584
Hazlett, Burt & Watson
West Virginia
$372K +$465 +4 +0.1%
PFA
1585
Pure Financial Advisors
California
$372K +$47.7K +411 +15%
SFG
1586
Summit Financial Group
West Virginia
$372K – – –
CC
1587
Chicago Capital
Illinois
$371K +$1.86K +16 +0.5%
AI
1588
AdvisorShares Investments
Maryland
$371K -$4.3K -37 -1%
MSFS
1589
Main Street Financial Solutions
Pennsylvania
$368K +$35.3K +304 +11%
PCA
1590
Pallas Capital Advisors
Massachusetts
$367K +$27.5K +237 +8%
LWM
1591
Laidlaw Wealth Management
New York
$367K -$85.5K -737 -19%
SFS
1592
Sharp Financial Services
Pennsylvania
$366K +$366K +3,150 New
RFM
1593
Royal Fund Management
Florida
$365K +$26.3K +227 +8%
QPWM
1594
Quadrant Private Wealth Management
Pennsylvania
$365K +$120K +1,032 +49%
OL
1595
OneFund LLC
Florida
$364K +$364K +3,140 New
WSCM
1596
Wellington Shields Capital Management
New York
$364K +$11.6K +100 +3%
WAM
1597
Walker Asset Management
Missouri
$364K +$364K +3,137 New
CWM
1598
Cabot Wealth Management
Massachusetts
$364K +$3.71K +32 +1%
CTA
1599
Colonial Trust Advisors
South Carolina
$364K -$46.7K -402 -11%
BIA
1600
Beacon Investment Advisors
Maryland
$364K +$464 +4 +0.1%
62 63
64
65 66