We are live on ! Find out more
COP icon

ConocoPhillips

2,336 hedge funds and large institutions have $109B invested in ConocoPhillips in 2024 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 991 increasing their positions, 785 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 991 | Existing positions reduced: 785

25% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 136

9% more call options, than puts

Call options by funds: $1.64B | Put options by funds: $1.5B

0.75% more ownership

Funds ownership: 81.35%82.1% (+0.75%)

0% more funds holding

Funds holding: 2,3312,336 (+5)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

10% less capital invested

Capital invested by funds: $122B → $109B (-$12.4B)

Holders
2,336
Holders Change
+5
Holders Change %
+0.21%
% of All Funds
33.73%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.65%
New
170
Increased
991
Reduced
785
Closed
136
Calls
$1.64B
Puts
$1.5B
Net Calls
+$133M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2001
Schnieders Capital Management
California
$217K
AB
2002
Atlas Brown
Kentucky
$217K +$231K +1,899 New
SHWM
2003
Smith & Howard Wealth Management
Georgia
$217K
RPCONE
2004
Retirement Planning Company of New England
Rhode Island
$217K +$850 +7 +0.4%
PL
2005
Parthenon LLC
Kentucky
$217K
HKIMG
2006
Hutchens & Kramer Investment Management Group
Indiana
$217K -$2.92K -24 -1%
SFC
2007
SYM Financial Corp
Indiana
$217K +$230K +1,894 New
USB
2008
Union Savings Bank
Connecticut
$216K +$12.5K +103 +6%
LAM
2009
LifePro Asset Management
California
$216K +$5.95K +49 +3%
IGWM
2010
ICA Group Wealth Management
Colorado
$215K -$149K -1,226 -40%
JCFM
2011
JBR Co Financial Management
Oklahoma
$214K
FIC
2012
Family Investment Center
Missouri
$214K +$24.3K +200 +12%
TSWM
2013
Tyler-Stone Wealth Management
Ohio
$214K +$48.7K +401 +27%
HIM
2014
Hanlon Investment Management
New Jersey
$214K +$28.3K +233 +14%
SAM
2015
Summit Asset Management
Tennessee
$213K +$121 +1 +0.1%
HSWM
2016
Hubbell Strickland Wealth Management
Louisiana
$212K +$121 +1 +0.1%
OHWP
2017
Oak Harbor Wealth Partners
North Carolina
$212K -$51.6K -425 -19%
BFW
2018
Brady Family Wealth
Missouri
$212K
FWTB
2019
First Western Trust Bank
Colorado
$211K -$23.3K -192 -9%
ODIJL
2020
One Day In July LLC
Vermont
$211K +$17.4K +143 +8%
UAG
2021
United Advisor Group
Ohio
$210K +$223K +1,840 New
Loomis, Sayles & Company
2022
Loomis, Sayles & Company
Massachusetts
$210K -$23.4K -193 -10%
NWM
2023
Northwest Wealth Management
Iowa
$210K +$2.31K +19 +1%
OC
2024
Oarsman Capital
Wisconsin
$209K +$10.3K +85 +5%
FPFS
2025
First Personal Financial Services
North Carolina
$209K

COP Hedge Fund Activity: Q2 2024 in Review

2,336 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in ConocoPhillips (COP) for Q2 2024, worth a combined $109B — down 10% from $122B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new COP positions and 136 closed out — a net gain of 34 holders — while 991 added to existing stakes and 785 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $730M. The largest seller was State Street, cutting an estimated $1.71B.

  • 2,336 institutional investors held ConocoPhillips (COP) as of Q2 2024, up from 2,331 in Q1 2024.
  • Funds reported $109B of ConocoPhillips stock for Q2 2024, down 10% quarter-over-quarter.
  • 170 funds opened new ConocoPhillips positions in Q2 2024 and 136 closed out, a net change of +34 holders.
  • The largest ConocoPhillips buyer in Q2 2024 was T. Rowe Price Associates, an estimated $730M added.
  • The largest ConocoPhillips seller in Q2 2024 was State Street, an estimated $1.71B sold.

Based on aggregated 13F filings for Q2 2024.