COP icon

ConocoPhillips
COP

Overview Fund Activity

2,312 hedge funds and large institutions have $122B invested in ConocoPhillips in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 874 increasing their positions, 869 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,312
Holders Change
+64
Holders Change %
+2.85%
% of All Funds
33.51%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
201
Increased
874
Reduced
869
Closed
108
Calls
$1.7B
Puts
$1.7B
Net Calls
+$3.9M
Net Calls Change
-$49.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.08B
2
Franklin Resources
Franklin Resources
California
+$783M
3
Primecap Management
Primecap Management
California
+$350M
4
DZ Bank
DZ Bank
Germany
+$242M
5
Capital International Investors
Capital International Investors
California
+$236M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.49B
3
Capital World Investors
Capital World Investors
California
-$782M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$688M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
-$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPFS
1826
Novak & Powell Financial Services
Florida
$287K – – –
AWAP
1827
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$287K +$1.53K +12 +0.5%
FHC
1828
First Heartland Consultants
Missouri
$287K -$12.3K -97 -4%
LRIA
1829
Leonard Rickey Investment Advisors
Washington
$287K +$18.6K +146 +7%
SSA
1830
South Street Advisors
New York
$286K +$286K +2,250 New
FA
1831
FDx Advisors
Illinois
$286K -$793K -6,235 -73%
PA
1832
PFW Advisors
Georgia
$286K -$10.3K -81 -3%
LWA
1833
Lineweaver Wealth Advisors
Ohio
$285K -$17.4K -137 -6%
LC
1834
LCNB Corp
Ohio
$285K – – –
1WM
1835
1858 Wealth Management
Ohio
$284K – – –
GWM
1836
Glass Wealth Management
Texas
$283K +$283K +2,223 New
HP
1837
Holistic Planning
Texas
$282K +$891 +7 +0.3%
SCP
1838
Sivia Capital Partners
California
$282K +$33K +259 +13%
GG
1839
GenWealth Group
New Jersey
$281K +$7K +55 +3%
PM
1840
Phraction Management
Connecticut
$280K +$280K +2,200 New
WFA
1841
Wellspring Financial Advisors
Ohio
$280K +$280K +2,197 New
DWM
1842
Dopkins Wealth Management
New York
$279K +$279K +2,195 New
PMSA
1843
Patrick M. Sweeney & Associates
Illinois
$279K – – –
LIM
1844
Loudon Investment Management
New Hampshire
$279K – – –
HA
1845
Herold Advisors
New York
$279K +$36.9K +290 +15%
PF
1846
Prosperitas Financial
California
$278K +$1.27K +10 +0.5%
BFP
1847
Briaud Financial Planning
Texas
$278K +$278K +2,183 New
AI
1848
Accredited Investors
Minnesota
$277K +$15.4K +121 +6%
D
1849
Diversified
Delaware
$277K +$41K +322 +17%
LCM
1850
LCM Capital Management
Illinois
$277K +$1.15K +9 +0.4%
72 73
74
75 76