COP icon

ConocoPhillips
COP

Overview Fund Activity

2,311 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, 873 increasing their positions, 869 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,311
Holders Change
+64
Holders Change %
+2.85%
% of All Funds
33.5%
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
873
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
$4.1B
2
Franklin Resources
Franklin Resources
California
$1.05B
3
Primecap Management
Primecap Management
California
$350M
4
DZ Bank
DZ Bank
Germany
$717M
5
Capital International Investors
Capital International Investors
California
$2.71B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.28B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.65B
3
Capital World Investors
Capital World Investors
California
$1.2B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.06B
5
Pacer Advisors
Pacer Advisors
Pennsylvania
$52.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMP
2001
Signature Wealth Management Partners
New Jersey
$217K +$217K +1,701 New
OIA
2002
Optimum Investment Advisors
Illinois
$216K -$12.7K -100 -6%
ES
2003
Eagle Strategies
New York
$216K +$216K +1,698 New
NF
2004
Nikulski Financial
Iowa
$215K +$215K +1,688 New
CCC
2005
Chelsea Counsel Company
California
$214K -$2.55K -20 -1%
LWM
2006
Liberty Wealth Management
California
$214K +$214K +1,682 New
BTIM
2007
BancFirst Trust & Investment Management
Oklahoma
$214K +$214K +1,678 New
ACP
2008
Aveo Capital Partners
Colorado
$213K +$213K +1,745 New
IRC
2009
Investors Research Corp
Georgia
$213K – – –
WFMPM
2010
Woodley Farra Manion Portfolio Management
Indiana
$213K +$213K +1,672 New
FIC
2011
Family Investment Center
Missouri
$212K +$212K +1,668 New
AGWCA
2012
Annis Gardner Whiting Capital Advisors
Florida
$212K -$13.9K -109 -6%
A
2013
AJOVista
Massachusetts
$211K – – –
WPA
2014
West Paces Advisors
Georgia
$211K +$11.8K +93 +6%
AIM
2015
Acropolis Investment Management
Missouri
$211K +$6.62K +52 +3%
HFRG
2016
Houlihan Financial Resource Group
Virginia
$211K +$211K +1,660 New
BCM
2017
BlueCrest Capital Management
Jersey
$210K -$1.5M -11,779 -88%
KFA
2018
Kapstone Financial Advisors
Ohio
$210K +$210K +1,652 New
CFSG
2019
Community Financial Services Group
Vermont
$210K +$210K +1,651 New
OHIS
2020
Oak Harvest Investment Services
Texas
$210K +$210K +1,649 New
BMMM
2021
Boston Mountain Money Management
Arkansas
$210K +$210K +1,649 New
GA
2022
Greenspring Advisors
Maryland
$210K -$12.5K -98 -6%
CICI
2023
Capital Investment Counsel Inc
North Carolina
$210K +$210K +1,646 New
FCFC
2024
First Citizens Financial Corp
Iowa
$209K +$209K +1,641 New
CPIA
2025
Cornell Pochily Investment Advisors
New York
$209K +$209K +1,641 New
79 80
81
82 83