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ConocoPhillips

1,309 hedge funds and large institutions have $31.4B invested in ConocoPhillips in 2016 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 454 increasing their positions, 627 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more funds holding in top 10

Funds holding in top 10: 1320 (+7)

6% less call options, than puts

Call options by funds: $654M | Put options by funds: $696M

2.28% less ownership

Funds ownership: 66.86%64.58% (-2.3%)

5% less funds holding

Funds holding: 1,3801,309 (-71)

19% less capital invested

Capital invested by funds: $38.5B → $31.4B (-$7.18B)

28% less repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 627

38% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 144

Holders
1,309
Holders Change
-71
Holders Change %
-5.14%
% of All Funds
34.87%
Holding in Top 10
20
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+53.85%
% of All Funds
0.53%
New
89
Increased
454
Reduced
627
Closed
144
Calls
$654M
Puts
$696M
Net Calls
-$42.2M
Net Calls Change
+$5.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.19B +$103M +2,721,805 +4%
Capital World Investors
2
Capital World Investors
California
$2.69B -$558M -14,670,182 -18%
State Street
3
State Street
Massachusetts
$2.28B +$87.2M +2,293,983 +4%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.64B -$72.1M -1,896,075 -4%
BIT
5
BlackRock Institutional Trust
California
$1.32B +$19.9M +522,198 +2%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.15B +$10.2M +267,140 +0.9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.04B +$671M +17,638,701 +217%
BFA
8
BlackRock Fund Advisors
California
$759M -$61.3M -1,611,484 -8%
Macquarie Group
9
Macquarie Group
Australia
$676M +$171M +4,492,110 +37%
Northern Trust
10
Northern Trust
Illinois
$614M -$43.5M -1,144,733 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$555M -$31.3M -823,166 -6%
BG
12
BlackRock Group
United Kingdom
$488M +$1.57M +41,306 +0.3%
Bank of America
13
Bank of America
North Carolina
$470M -$649M -17,067,563 -59%
JP Morgan Chase
14
JP Morgan Chase
New York
$433M +$64.3M +1,691,355 +19%
Norges Bank
15
Norges Bank
Norway
$428M -$41.2M -1,082,652 -9%
Capital International Investors
16
Capital International Investors
California
$420M -$191M -5,025,482 -32%
Ameriprise
17
Ameriprise
Minnesota
$418M -$173M -4,545,896 -30%
First Eagle Investment Management
18
First Eagle Investment Management
New York
$385M +$78.7M +2,068,682 +28%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$377M -$105M -2,748,903 -23%
Legal & General Group
20
Legal & General Group
United Kingdom
$267M +$20.6M +542,800 +9%
Morgan Stanley
21
Morgan Stanley
New York
$231M +$15.9M +417,019 +8%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$229M +$44.9M +1,181,270 +26%
Charles Schwab
23
Charles Schwab
California
$206M -$38.3M -1,006,938 -16%
Wells Fargo
24
Wells Fargo
California
$202M -$280M -7,369,619 -60%
YAM
25
Yacktman Asset Management
Texas
$175M -$11.7M -308,344 -7%

COP Hedge Fund Activity: Q1 2016 in Review

1,309 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in ConocoPhillips (COP) for Q1 2016, worth a combined $31.4B — down 19% from $38.5B a quarter earlier.

Sellers outnumbered buyers: 144 funds closed out of COP and 89 opened new positions — a net loss of 55 holders — while 627 trimmed existing stakes and 454 added.

The largest buyer was Fidelity Investments, adding an estimated $671M. The largest seller was Bank of America, cutting an estimated $649M.

  • 1,309 institutional investors held ConocoPhillips (COP) as of Q1 2016, down from 1,380 in Q4 2015.
  • Funds reported $31.4B of ConocoPhillips stock for Q1 2016, down 19% quarter-over-quarter.
  • 89 funds opened new ConocoPhillips positions in Q1 2016 and 144 closed out, a net change of -55 holders.
  • The largest ConocoPhillips buyer in Q1 2016 was Fidelity Investments, an estimated $671M added.
  • The largest ConocoPhillips seller in Q1 2016 was Bank of America, an estimated $649M sold.

Based on aggregated 13F filings for Q1 2016.