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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
CT
2026
Clearstead Trust
Maine
$14.9K -$68.6K -627 -81%
CWAF
2027
Core Wealth Advisors (Florida)
Florida
$14.9K
SC
2028
Stephens Consulting
Michigan
$14.9K
DWA
2029
Delos Wealth Advisors
Texas
$14.6K -$16.4K -150 -51%
KA
2030
Kozak & Associates
Colorado
$14.6K -$11.5K -105 -42%
NL
2031
NVWM LLC
Pennsylvania
$14.3K -$844K -7,711 -98%
CFFP
2032
Center for Financial Planning
Michigan
$14.2K +$3.17K +29 +25%
WTA
2033
Washington Trust Advisors
Massachusetts
$14.1K
TFP
2034
Tilia Fiduciary Partners
North Carolina
$13.9K +$109 +1 +0.7%
EWP
2035
Elevation Wealth Partners
California
$13.7K +$15.1K +138 New
CWM
2036
CarsonAllaria Wealth Management
Illinois
$13.3K
WAM
2037
Worth Asset Management
Texas
$13.1K
FP
2038
Financial Perspectives
Minnesota
$12.8K
JFG
2039
JDM Financial Group
Texas
$12.5K
FFL
2040
Financial Freedom LLC
Ohio
$12.4K
MIM
2041
Macroview Investment Management
Maryland
$12.3K
WBC
2042
West Branch Capital
Massachusetts
$12.2K
ECM
2043
Everence Capital Management
Indiana
$12.2K +$675K +6,170 +5%
HFM
2044
Hartford Financial Management
Connecticut
$11.8K
SCA
2045
Stuart Chaussee & Associates
California
$11.3K
OIS
2046
Okabena Investment Services
Minnesota
$11.3K -$336K -3,074 -95%
DMKJ
2047
David M. Knott Jr
$11K
SHIM
2048
Stone House Investment Management
Pennsylvania
$11K +$12K +110 New
EWM
2049
Evermay Wealth Management
Virginia
$10.8K +$11.9K +109 New
CMA
2050
Cedar Mountain Advisors
Oregon
$10.4K

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.