The cluster is dominated by active asset managers making large new or doubled bets, suggesting a shared thesis around COP's valuation or near-term catalysts. Monitor for any insider buying (Form 4) to corroborate the signal, and watch Q4 2026 13F filings to see if these positions were maintained or increased.
Executive Summary
Four institutional asset managers accumulated $267.4M in new COP positions during Q3 2026, led by a $117.4M new stake from Artemis Investment Management and a $102.6M doubling by Assenagon Asset Management. One small seller trimmed $686K. The cluster is overwhelmingly one-sided bullish, with active managers driving the signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $266.7M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Artemis Investment Management | NEW | +100% | $117.4M | $117.4M |
| Assenagon Asset Management | DOUBLED | +111.6% | $168.9M | $102.6M |
| Robeco Institutional Asset Management B.v. | ADD | +82.3% | $75.6M | $41.2M |
| Td Waterhouse Canada | ADD | +67.1% | $12.1M | $6.2M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Vontobel Holding | TRIM | -51.8% | $1.6M | -$686.0K |
Key Facts
- 4 buyers added $267.4M in net new holdings; 1 seller trimmed $686K
- Artemis Investment Management initiated a new $117.4M position (938.2K shares)
- Assenagon Asset Management doubled its stake (+111.6%) to $168.9M
- Robeco Institutional Asset Management added 82.3% to $75.6M
- Td Waterhouse Canada added 67.1% to $12.1M
- Vontobel Holding trimmed 51.8% of its small position, reducing by $686K
- All four buyers are active asset managers, not passive/index funds
Financial Impact
Four institutions accumulated $267.4M in new COP positions while one institution reduced by $686K, for a net institutional inflow of approximately $266.7M during Q3 2026.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying corroboration is present in this cluster
- Oil price volatility could reverse the thesis quickly
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-COP-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | Institutional Cluster | $145.67 | awaiting T+20 | — | — |
Aug 24, 2026 9w ago | Insider Cluster | $133.35 $125.27 | ▼ −6.06% | ▼ −7.37% | — |
Aug 6, 2026 11w ago | 8-K | $116.76 $135.72 | ▲ +16.24% | ▲ +15.64% | — |
Jul 23, 2026 13w ago | Institutional Cluster | $120.20 $134.73 | ▲ +12.08% | ▲ +8.78% | — |
Jun 30, 2026 17w ago | S-3ASR | $103.22 $118.06 | ▲ +14.38% | ▲ +16.56% | — |
Jun 23, 2026 18w ago | 8-K | $106.92 $118.79 | ▲ +11.10% | ▲ +9.17% | — |
Jun 10, 2026 20w ago | Court Ruling | $115.36 $112.85 | ▲ +2.18% | ▲ +3.72% | — |
May 27, 2026 22w ago | Court Ruling | $115.14 $106.92 | ▲ +7.14% | ▲ +4.84% | — |
Mar 30, 2026 30w ago | DEFA14A | $132.86 $124.27 | ▼ −6.47% | ▼ −19.06% | — |
Mar 20, 2026 31w ago | Insider Cluster | $126.70 $116.45 | ▲ +8.09% | ▲ +17.41% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers