We are live on ! Find out more
COP icon

ConocoPhillips

2,093 hedge funds and large institutions have $99.5B invested in ConocoPhillips in 2023 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 781 increasing their positions, 861 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $1.97B | Put options by funds: $1.6B

0.55% more ownership

Funds ownership: 79.46%80% (+0.55%)

9% less repeat investments, than reductions

Existing positions increased: 781 | Existing positions reduced: 861

3% less funds holding

Funds holding: 2,1652,093 (-72)

13% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 158

15% less capital invested

Capital invested by funds: $117B → $99.5B (-$17.4B)

40% less funds holding in top 10

Funds holding in top 10: 7545 (-30)

Holders
2,093
Holders Change
-72
Holders Change %
-3.33%
% of All Funds
33.35%
Holding in Top 10
45
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-40%
% of All Funds
0.72%
New
138
Increased
781
Reduced
861
Closed
158
Calls
$1.97B
Puts
$1.6B
Net Calls
+$370M
Net Calls Change
-$5.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1801
Crewe Advisors
Utah
$212K -$16.3K -149 -7%
PL
1802
Parthenon LLC
Kentucky
$211K -$21.9K -200 -9%
BIM
1803
Bridges Investment Management
Nebraska
$211K
PWW
1804
Pettyjohn Wood & White
Virginia
$210K +$14.9K +136 +7%
BCG
1805
Breakwater Capital Group
New Jersey
$209K +$9.3K +85 +4%
PAI
1806
Pittenger & Anderson Inc
Nebraska
$209K -$114K -1,045 -33%
IPW
1807
Inlet Private Wealth
Florida
$209K
TRIA
1808
Trail Ridge Investment Advisors
Colorado
$209K
WPP
1809
Whalerock Point Partners
Rhode Island
$208K
AWM
1810
Aries Wealth Management
Maine
$208K -$7.44K -68 -3%
AT
1811
American Trust
Kentucky
$208K -$328 -3 -0.1%
RWB
1812
RMR Wealth Builders
New Jersey
$207K +$11.9K +109 +6%
CFD
1813
Creative Financial Designs
Indiana
$207K -$5.91K -54 -3%
GA
1814
Geller Advisors
New York
$206K +$226K +2,068 New
CFCI
1815
Comprehensive Financial Consultants Institutional
Indiana
$206K
WDL
1816
Well Done LLC
Michigan
$205K +$7.33K +67 +3%
FCB
1817
First Command Bank
Texas
$204K -$328 -3 -0.1%
FCFS
1818
First Command Financial Services
Texas
$204K -$328 -3 -0.1%
CNBTD
1819
Citizens National Bank Trust Department
Mississippi
$203K
MWC
1820
MBM Wealth Consultants
Missouri
$203K
SFI
1821
SPC Financial Inc
Maryland
$203K -$2.06M -18,819 -90%
CBA
1822
Coastal Bridge Advisors
Connecticut
$203K +$328 +3 +0.1%
SPIA
1823
Strategic Point Investment Advisors
Rhode Island
$202K +$4.38K +40 +2%
PPWM
1824
Paragon Private Wealth Management
Kentucky
$202K +$5.91K +54 +3%
LCM
1825
LCM Capital Management
Illinois
$202K +$11.3K +103 +5%

COP Hedge Fund Activity: Q1 2023 in Review

2,093 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in ConocoPhillips (COP) for Q1 2023, worth a combined $99.5B — down 15% from $117B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of COP and 138 opened new positions — a net loss of 20 holders — while 861 trimmed existing stakes and 781 added.

The largest buyer was Harris Associates, adding an estimated $482M. The largest seller was Capital International Investors, cutting an estimated $1.1B.

  • 2,093 institutional investors held ConocoPhillips (COP) as of Q1 2023, down from 2,165 in Q4 2022.
  • Funds reported $99.5B of ConocoPhillips stock for Q1 2023, down 15% quarter-over-quarter.
  • 138 funds opened new ConocoPhillips positions in Q1 2023 and 158 closed out, a net change of -20 holders.
  • The largest ConocoPhillips buyer in Q1 2023 was Harris Associates, an estimated $482M added.
  • The largest ConocoPhillips seller in Q1 2023 was Capital International Investors, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2023.