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ConocoPhillips
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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 %
HWMG
1676
Hurlow Wealth Management Group
Indiana
$322K +$464 +4 +0.1%
GWM
1677
Greenwich Wealth Management
Connecticut
$321K +$27.9K +240 +10%
BST
1678
Bath Savings Trust
Maine
$319K – – –
MFS
1679
Mirabella Financial Services
United Kingdom
$319K -$122K -1,054 -28%
TFIPS
1680
Towarzystwo Funduszy Inwestycyjnych PZU SA
$318K +$318K +2,740 New
KWM
1681
Kolinsky Wealth Management
New Jersey
$317K +$6.5K +56 +2%
DWM
1682
Denver Wealth Management
Colorado
$317K +$2.67K +23 +0.8%
ME
1683
McIlrath & Eck
Washington
$317K +$25.4K +219 +9%
GWI
1684
Grace & White Inc
New York
$317K – – –
PCM
1685
Peirce Capital Management
Texas
$316K +$316K +2,725 New
AIA
1686
Armor Investment Advisors
North Carolina
$316K +$1.28K +11 +0.4%
BFG
1687
Berger Financial Group
Minnesota
$315K +$315K +2,716 New
JEST
1688
JTC Employer Solutions Trustee
Jersey
$315K – – –
LCM
1689
Liberty Capital Management
Michigan
$315K – – –
MWA
1690
Meridian Wealth Advisors
Texas
$315K -$8.94K -77 -3%
ERIM
1691
Eagle Ridge Investment Management
Connecticut
$314K -$1.63K -14 -0.5%
FC
1692
Fulcrum Capital
Washington
$314K – – –
LA
1693
LVW Advisors
New York
$313K -$19K -164 -6%
T
1694
TNF
Montana
$313K -$4.8K -43 -2%
DC
1695
DeDora Capital
California
$313K +$929 +8 +0.3%
CHJWM
1696
Carlton Hofferkamp & Jenks Wealth Management
Texas
$312K +$110 +1 +0%
WI
1697
Wintrust Investments
Illinois
$312K +$11.7K +101 +4%
MA
1698
MCF Advisors
Kentucky
$312K -$2.21K -19 -0.7%
RAM
1699
Roanoke Asset Management
New Jersey
$311K – – –
RFG
1700
REAP Financial Group
Texas
$310K +$310K +2,671 New
66 67
68
69 70