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 %
OHWP
1801
Oak Harbor Wealth Partners
North Carolina
$264K -$39.9K -344 -13%
NME
1802
Notis-McConarty Edward
$264K -$23.2K -200 -8%
QFA
1803
Quantum Financial Advisors
California
$263K +$12.8K +110 +5%
HI
1804
Hudock Inc
Pennsylvania
$262K +$116 +1 +0%
OWA
1805
Opal Wealth Advisors
New York
$262K -$148K -1,275 -36%
NPFS
1806
Novak & Powell Financial Services
Florida
$262K +$262K +2,256 New
PFM
1807
Patton Fund Management
Texas
$261K +$7.31K +63 +3%
AWAP
1808
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$260K +$2.79K +24 +1%
FMN
1809
Financial Management Network
California
$260K -$2.33K -20 -0.9%
FSWA
1810
Financial Synergies Wealth Advisors
Texas
$260K -$199K -1,685 -43%
LC
1811
LCNB Corp
Ohio
$260K – – –
GWM
1812
Gray Wealth Management
Maine
$258K +$8.7K +75 +3%
WCM
1813
Wedge Capital Management
North Carolina
$258K -$15.9M -137,325 -98%
CPRC
1814
Consolidated Portfolio Review Corp
New York
$258K – – –
DP
1815
Dearborn Partners
Illinois
$258K +$116 +1 +0%
SBWIC
1816
Schaper Benz & Wise Investment Counsel
Wisconsin
$257K – – –
HP
1817
Holistic Planning
Texas
$256K +$256K +2,209 New
EBA
1818
Eagle Bay Advisors
New York
$255K -$51.5K -444 -17%
PMSA
1819
Patrick M. Sweeney & Associates
Illinois
$255K +$255K +2,193 New
KI
1820
Kapitalo Investimentos
Brazil
$255K -$228K -1,962 -47%
LIM
1821
Loudon Investment Management
New Hampshire
$254K – – –
PF
1822
Prosperitas Financial
California
$252K -$34.8K -300 -12%
SW
1823
Solidarity Wealth
Utah
$252K – – –
NB
1824
Nicolet Bankshares
Wisconsin
$252K +$36.6K +315 +17%
LCM
1825
LCM Capital Management
Illinois
$251K +$1.05K +9 +0.4%
71 72
73
74 75