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ConocoPhillips
COP

2,165 hedge funds and large institutions have $117B invested in ConocoPhillips in 2022 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 723 increasing their positions, 861 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 281 | Existing positions closed: 75

21% more call options, than puts

Call options by funds: $2.16B | Put options by funds: $1.79B

11% more capital invested

Capital invested by funds: $105B → $117B (+$12B)

8% more funds holding

Funds holding: 1,999 → 2,165 (+166)

4% more funds holding in top 10

Funds holding in top 10: 72 → 75 (+3)

1.05% less ownership

Funds ownership: 80.5% → 79.46% (-1%)

16% less repeat investments, than reductions

Existing positions increased: 723 | Existing positions reduced: 861

Holders
2,165
Holders Change
+166
Holders Change %
+8.3%
% of All Funds
34.8%
Holding in Top 10
75
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.17%
% of All Funds
1.21%
New
281
Increased
723
Reduced
861
Closed
75
Calls
$2.16B
Puts
$1.79B
Net Calls
+$376M
Net Calls Change
+$78.3M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$601M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$518M
3
Morgan Stanley
Morgan Stanley
New York
+$425M
4
FPP
Findlay Park Partners
United Kingdom
+$214M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$192M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$1.05B
2
Dodge & Cox
Dodge & Cox
California
-$737M
3
Boston Partners
Boston Partners
Massachusetts
-$683M
4
Bank of America
Bank of America
North Carolina
-$469M
5
UBS AM
UBS AM
Illinois
-$392M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1876
Hengehold Capital Management
Ohio
$211K +$217K +1,784 New
CCB
1877
Cutter & Co Brokerage
Missouri
$210K +$216K +1,777 New
SHWM
1878
Smith & Howard Wealth Management
Georgia
$209K +$216K +1,773 New
OWA
1879
Opal Wealth Advisors
New York
$209K -$24.8K -204 -10%
MFP
1880
Meridian Financial Partners
Virginia
$208K +$211K +1,738 New
FCM
1881
Fourpath Capital Management
Oklahoma
$207K +$213K +1,755 New
NCM
1882
Novare Capital Management
North Carolina
$207K -$25.9K -213 -11%
SIM
1883
SSI Investment Management
California
$207K +$213K +1,752 New
CA
1884
CapWealth Advisors
Tennessee
$207K +$213K +1,751 New
MWM
1885
Merriman Wealth Management
Washington
$206K -$43K -354 -17%
WAS
1886
Winch Advisory Services
Wisconsin
$206K -$2.31K -19 -1%
RIS
1887
Retirement Income Solutions
Michigan
$206K +$212K +1,745 New
PS
1888
Planned Solutions
California
$205K +$212K +1,741 New
BFA
1889
Bill Few Associates
Pennsylvania
$205K +$212K +1,740 New
PIA
1890
Pinion Investment Advisors
Kansas
$205K -$137K -1,125 -39%
GWM
1891
Gray Wealth Management
Maine
$205K +$211K +1,733 New
FNBOSM
1892
First National Bank of South Miami
Florida
$204K +$12.2K +100 +6%
IBOK
1893
Independence Bank of Kentucky
Kentucky
$204K +$134K +1,105 +178%
ESBC
1894
E.S. Barr & Co
Kentucky
$204K +$210K +1,725 New
SHGA
1895
Sand Hill Global Advisors
California
$204K +$210K +1,725 New
PTC
1896
Philadelphia Trust Company
Pennsylvania
$203K +$209K +1,721 New
CCC
1897
Chelsea Counsel Company
California
$202K +$207K +1,704 New
SBL
1898
Sargent Bickham Lagudis
Colorado
$202K +$36K +296 +21%
CCM
1899
Crew Capital Management
Ohio
$201K +$207K +1,704 New
HFG
1900
Heron Financial Group
New York
$201K +$209K +1,719 New
74 75
76
77 78

COP Hedge Fund Activity: Q4 2022 in Review

2,165 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in ConocoPhillips (COP) for Q4 2022, worth a combined $117B — up 11% from $105B a quarter earlier.

Buyers outnumbered sellers: 281 funds opened new COP positions and 75 closed out — a net gain of 206 holders — while 723 added to existing stakes and 861 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $601M. The largest seller was Capital International Investors, cutting an estimated $1.05B.

  • 2,165 institutional investors held ConocoPhillips (COP) as of Q4 2022, up from 1,999 in Q3 2022.
  • Funds reported $117B of ConocoPhillips stock for Q4 2022, up 11% quarter-over-quarter.
  • 281 funds opened new ConocoPhillips positions in Q4 2022 and 75 closed out, a net change of +206 holders.
  • The largest ConocoPhillips buyer in Q4 2022 was JP Morgan Chase, an estimated $601M added.
  • The largest ConocoPhillips seller in Q4 2022 was Capital International Investors, an estimated $1.05B sold.

Based on aggregated 13F filings for Q4 2022.