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
CWP
1826
Cyndeo Wealth Partners
Florida
$202K +$2.19K +20 +1%
JC
1827
JB Capital
Connecticut
$200K +$438 +4 +0.2%
ALAM
1828
Asahi Life Asset Management
Japan
$200K -$13.7K -125 -6%
NF
1829
Norwood Financial
Pennsylvania
$199K
CG
1830
Cutler Group
California
$193K +$136K +1,243 +175%
EWM
1831
Endurance Wealth Management
Rhode Island
$192K
HBT
1832
Hills Bank & Trust
Iowa
$189K +$4.38K +40 +2%
PA
1833
PSI Advisors
Florida
$188K
C
1834
Covestor
United Kingdom
$187K -$13.6K -124 -6%
FFA
1835
Farther Finance Advisors
California
$185K +$35K +320 +21%
TIM
1836
Tortoise Investment Management
New York
$184K
DAM
1837
Delta Asset Management
Tennessee
$184K -$43.8K -400 -18%
HI
1838
Hendershot Investments
Virginia
$183K
IUHSA
1839
Itau Unibanco Holding S.A.
Brazil
$180K -$10.6M -97,114 -98%
OIA
1840
Optimum Investment Advisors
Illinois
$179K +$10.9K +100 +6%
SFFS
1841
Stonehage Fleming Financial Services
Jersey
$173K -$81K -740 -30%
IBOK
1842
Independence Bank of Kentucky
Kentucky
$172K +$1.09K +10 +0.6%
CCC
1843
Chelsea Counsel Company
California
$170K
CAC
1844
Certified Advisory Corp
Florida
$169K +$187K +1,705 New
WPA
1845
West Paces Advisors
Georgia
$167K +$3.17K +29 +2%
WAS
1846
Winch Advisory Services
Wisconsin
$165K -$9.19K -84 -5%
FNBOSM
1847
First National Bank of South Miami
Florida
$165K -$7K -64 -4%
IRC
1848
Investors Research Corp
Georgia
$164K -$43.8K -400 -19%
BA
1849
Bellwether Advisors
Nebraska
$163K
AIM
1850
Acropolis Investment Management
Missouri
$162K +$657 +6 +0.4%

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.