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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
SVCP
2151
Silicon Valley Capital Partners
California
$7.08K
FCG
2152
Financial Connections Group
California
$7K
PS
2153
PayPay Securities
Japan
$6.95K +$6.73K +58 New
FIM
2154
FWL Investment Management
Texas
$6.59K +$6.38K +55 New
PCFFS
2155
Pacific Center for Financial Services
California
$6.11K
RBC
2156
Roble Belko & Company
Pennsylvania
$6K
BWS
2157
Buck Wealth Strategies
Colorado
$5.7K +$116 +1 +2%
RA
2158
Rise Advisors
New York
$5.2K -$10.6K -91 -68%
CFFP
2159
Center for Financial Planning
Michigan
$5.15K -$11.6K -100 -70%
TJHA
2160
Thomas J. Herzfeld Advisors
Florida
$5.15K
UIA
2161
Ulland Investment Advisors
Minnesota
$5K
CHA
2162
Carmichael Hill & Associates
Maryland
$4.68K
JMF
2163
Johnson Midwest Financial
Iowa
$4.55K
HWP
2164
Highline Wealth Partners
California
$4.44K
TCM
2165
Tradewinds Capital Management
Washington
$4.19K
HWM
2166
Horizons Wealth Management
North Carolina
$3.95K
HWP
2167
Hibernia Wealth Partners
Louisiana
$3.47K +$3.37K +29 New
NC
2168
NewSquare Capital
Pennsylvania
$3.23K -$4.06K -35 -56%
AFG
2169
Albion Financial Group
Utah
$3.12K -$1.74K -15 -37%
TWP
2170
TFO Wealth Partners
Ohio
$3K +$1.51K +13 +81%
CAM
2171
ClariVest Asset Management
California
$3K +$580 +5 +25%
CAM
2172
Chesapeake Asset Management
New York
$2.88K +$2.79K +24 New
CCMI
2173
Creative Capital Management Investments
California
$2.64K
PWA
2174
Provenance Wealth Advisors
Florida
$2.52K +$2.44K +21 New
AWA
2175
Authentikos Wealth Advisory
California
$2.4K +$2.32K +20 New

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.