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ConocoPhillips

1,465 hedge funds and large institutions have $48.9B invested in ConocoPhillips in 2015 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 563 increasing their positions, 632 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

3% more call options, than puts

Call options by funds: $658M | Put options by funds: $640M

0.5% less ownership

Funds ownership: 65.44%64.95% (-0.5%)

2% less capital invested

Capital invested by funds: $50.1B → $48.9B (-$1.19B)

3% less funds holding

Funds holding: 1,5121,465 (-47)

11% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 632

34% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 88

Holders
1,465
Holders Change
-47
Holders Change %
-3.11%
% of All Funds
39.46%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
1.02%
New
58
Increased
563
Reduced
632
Closed
88
Calls
$658M
Puts
$640M
Net Calls
+$17.8M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.54B +$64.3M +985,993 +1%
State Street
2
State Street
Massachusetts
$3.21B -$152M -2,325,561 -4%
Capital World Investors
3
Capital World Investors
California
$3.19B +$156M +2,389,900 +5%
BIT
4
BlackRock Institutional Trust
California
$1.99B -$32.5M -498,031 -2%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.36B -$2.62M -40,146 -0.2%
BFA
6
BlackRock Fund Advisors
California
$1.23B -$203M -3,107,976 -13%
Capital International Investors
7
Capital International Investors
California
$1.14B +$76.5M +1,173,516 +7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.1B -$47.3M -725,371 -4%
Northern Trust
9
Northern Trust
Illinois
$1.08B -$20.6M -316,591 -2%
Capital Research Global Investors
10
Capital Research Global Investors
California
$1B +$378M +5,807,500 +55%
Wells Fargo
11
Wells Fargo
California
$812M +$18.1M +277,226 +2%
Ameriprise
12
Ameriprise
Minnesota
$811M -$110M -1,685,677 -11%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$798M -$813K -12,481 -0.1%
JP Morgan Chase
14
JP Morgan Chase
New York
$769M -$88.4M -1,357,098 -10%
BG
15
BlackRock Group
United Kingdom
$747M +$25M +384,135 +3%
Norges Bank
16
Norges Bank
Norway
$685M -$5.09M -78,101 -0.7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$607M -$658K -10,105 -0.1%
WRF
18
Waddell & Reed Financial
Kansas
$588M -$69.2M -1,062,339 -10%
Macquarie Group
19
Macquarie Group
Australia
$544M +$48.9M +749,687 +9%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$499M +$288M +4,423,081 +120%
Bank of America
21
Bank of America
North Carolina
$499M +$107M +1,643,891 +25%
Morgan Stanley
22
Morgan Stanley
New York
$476M +$67.3M +1,032,106 +15%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$470M -$5.44M -83,487 -1%
MAA
24
Managed Account Advisors
New Jersey
$417M -$12.8M -196,181 -3%
Deutsche Bank
25
Deutsche Bank
Germany
$393M -$36.3M -557,370 -8%

COP Hedge Fund Activity: Q2 2015 in Review

1,465 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in ConocoPhillips (COP) for Q2 2015, worth a combined $48.9B — down 2.4% from $50.1B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of COP and 58 opened new positions — a net loss of 30 holders — while 632 trimmed existing stakes and 563 added.

The largest buyer was Capital Research Global Investors, adding an estimated $378M. The largest seller was BlackRock Fund Advisors, cutting an estimated $203M.

  • 1,465 institutional investors held ConocoPhillips (COP) as of Q2 2015, down from 1,512 in Q1 2015.
  • Funds reported $48.9B of ConocoPhillips stock for Q2 2015, down 2.4% quarter-over-quarter.
  • 58 funds opened new ConocoPhillips positions in Q2 2015 and 88 closed out, a net change of -30 holders.
  • The largest ConocoPhillips buyer in Q2 2015 was Capital Research Global Investors, an estimated $378M added.
  • The largest ConocoPhillips seller in Q2 2015 was BlackRock Fund Advisors, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2015.