We are live on ! Find out more
COP icon

ConocoPhillips

2,178 hedge funds and large institutions have $116B invested in ConocoPhillips in 2023 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 858 increasing their positions, 771 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 92

48% more funds holding in top 10

Funds holding in top 10: 4465 (+21)

19% more call options, than puts

Call options by funds: $2.25B | Put options by funds: $1.88B

16% more capital invested

Capital invested by funds: $99.8B → $116B (+$16.1B)

11% more repeat investments, than reductions

Existing positions increased: 858 | Existing positions reduced: 771

4% more funds holding

Funds holding: 2,1022,178 (+76)

1.17% more ownership

Funds ownership: 79.56%80.72% (+1.2%)

Holders
2,178
Holders Change
+76
Holders Change %
+3.62%
% of All Funds
34.56%
Holding in Top 10
65
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+47.73%
% of All Funds
1.03%
New
190
Increased
858
Reduced
771
Closed
92
Calls
$2.25B
Puts
$1.88B
Net Calls
+$364M
Net Calls Change
+$269M
Name Holding Trade Value Shares
Change
Change in
Stake
MTIC
2126
Missouri Trust & Investment Company
Missouri
$14.3K -$3.48K -30 -20%
DMKJ
2127
David M. Knott Jr
$14K
CMA
2128
Cedar Mountain Advisors
Oregon
$13.7K
SCA
2129
Stuart Chaussee & Associates
California
$13.7K
SHIM
2130
Stone House Investment Management
Pennsylvania
$13.4K +$116 +1 +0.9%
EWM
2131
Evermay Wealth Management
Virginia
$13.1K
BAM
2132
Bellevue Asset Management
Washington
$12.5K +$116 +1 +1%
FFL
2133
Financial Freedom LLC
Ohio
$12K -$2.9K -25 -20%
BWL
2134
Bogart Wealth LLC
Virginia
$12K -$232 -2 -2%
HC
2135
Hoese & Co
Minnesota
$12K
LWA
2136
Lowe Wealth Advisors
Maryland
$12K
RWM
2137
Ruedi Wealth Management
Illinois
$12K +$11.6K +100 New
ECM
2138
Everence Capital Management
Indiana
$11.6K -$3.01M -25,900 -21%
GCM
2139
Gables Capital Management
Florida
$11.4K
PG
2140
Proffitt & Goodson
Tennessee
$11.3K
MCA
2141
Maryland Capital Advisors
Maryland
$11K
AWM
2142
Activest Wealth Management
Florida
$10.4K
MBFW
2143
Morton Brown Family Wealth
Pennsylvania
$9.34K
EWP
2144
Elevation Wealth Partners
California
$8.98K
EL
2145
EMFO LLC
Florida
$8.98K
NIC
2146
Northwest Investment Counselors
Oregon
$8.39K +$8.13K +70 New
ICM
2147
Intrepid Capital Management
Florida
$8.03K
CYG
2148
Clean Yield Group
Vermont
$7.8K
FGA
2149
Fortis Group Advisors
New Jersey
$7.43K +$7.2K +62 New
CFS
2150
CGC Financial Services
Oregon
$7.31K

COP Hedge Fund Activity: Q3 2023 in Review

2,178 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in ConocoPhillips (COP) for Q3 2023, worth a combined $116B — up 16% from $99.8B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new COP positions and 92 closed out — a net gain of 98 holders — while 858 added to existing stakes and 771 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $784M. The largest seller was Wellington Management Group, cutting an estimated $342M.

  • 2,178 institutional investors held ConocoPhillips (COP) as of Q3 2023, up from 2,102 in Q2 2023.
  • Funds reported $116B of ConocoPhillips stock for Q3 2023, up 16% quarter-over-quarter.
  • 190 funds opened new ConocoPhillips positions in Q3 2023 and 92 closed out, a net change of +98 holders.
  • The largest ConocoPhillips buyer in Q3 2023 was T. Rowe Price Associates, an estimated $784M added.
  • The largest ConocoPhillips seller in Q3 2023 was Wellington Management Group, an estimated $342M sold.

Based on aggregated 13F filings for Q3 2023.