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ConocoPhillips

1,387 hedge funds and large institutions have $32.8B invested in ConocoPhillips in 2020 Q2 according to their latest regulatory filings, with 187 funds opening new positions, 407 increasing their positions, 643 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 104

35% more capital invested

Capital invested by funds: $24.2B → $32.8B (+$8.57B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 1,3141,387 (+73)

0.16% more ownership

Funds ownership: 72.76%72.92% (+0.16%)

16% less call options, than puts

Call options by funds: $336M | Put options by funds: $402M

37% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 643

Holders
1,387
Holders Change
+73
Holders Change %
+5.56%
% of All Funds
28.44%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
187
Increased
407
Reduced
643
Closed
104
Calls
$336M
Puts
$402M
Net Calls
-$65.9M
Net Calls Change
-$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.86B +$333K +8,225 +0%
BlackRock
2
BlackRock
New York
$3.62B +$5.75M +142,052 +0.2%
State Street
3
State Street
Massachusetts
$2.26B +$30.4M +751,650 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.17B -$2.94M -72,669 -0.3%
Capital International Investors
5
Capital International Investors
California
$1.13B +$55.3M +1,368,198 +5%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$768M +$71.3M +1,763,161 +11%
Ameriprise
7
Ameriprise
Minnesota
$712M +$57.5M +1,421,135 +9%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$706M +$284M +7,033,655 +72%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$688M -$2.15M -53,121 -0.3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$687M -$68.5M -1,693,935 -9%
Macquarie Group
11
Macquarie Group
Australia
$682M +$60.9M +1,504,864 +10%
Northern Trust
12
Northern Trust
Illinois
$611M -$10M -247,261 -2%
Bank of America
13
Bank of America
North Carolina
$544M +$8.42M +208,158 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$511M -$3.4M -84,020 -0.7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$497M +$28.4M +702,457 +6%
Lazard Asset Management
16
Lazard Asset Management
New York
$461M -$1.13M -27,997 -0.3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$432M -$114M -2,822,014 -22%
Morgan Stanley
18
Morgan Stanley
New York
$379M +$50.9M +1,258,978 +16%
Invesco
19
Invesco
Georgia
$378M +$5.09M +125,820 +1%
N
20
Nuveen
North Carolina
$371M +$1.29M +31,946 +0.4%
Boston Partners
21
Boston Partners
Massachusetts
$355M +$36.5M +903,626 +12%
Legal & General Group
22
Legal & General Group
United Kingdom
$315M +$4.22M +104,288 +1%
Norges Bank
23
Norges Bank
Norway
$271M -$107M -2,637,986 -29%
American Century Companies
24
American Century Companies
Missouri
$248M -$37M -913,830 -13%
Charles Schwab
25
Charles Schwab
California
$240M -$6.22M -153,705 -3%

COP Hedge Fund Activity: Q2 2020 in Review

1,387 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ConocoPhillips (COP) for Q2 2020, worth a combined $32.8B — up 35% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new COP positions and 104 closed out — a net gain of 83 holders — while 407 added to existing stakes and 643 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $284M. The largest seller was D.E. Shaw & Co, cutting an estimated $203M.

  • 1,387 institutional investors held ConocoPhillips (COP) as of Q2 2020, up from 1,314 in Q1 2020.
  • Funds reported $32.8B of ConocoPhillips stock for Q2 2020, up 35% quarter-over-quarter.
  • 187 funds opened new ConocoPhillips positions in Q2 2020 and 104 closed out, a net change of +83 holders.
  • The largest ConocoPhillips buyer in Q2 2020 was Wellington Management Group, an estimated $284M added.
  • The largest ConocoPhillips seller in Q2 2020 was D.E. Shaw & Co, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2020.