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Phillips 66
PSX

Overview Fund Activity

1,535 hedge funds and large institutions have $34.3B invested in Phillips 66 in 2019 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 514 increasing their positions, 565 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,535
Holders Change
+148
Holders Change %
+10.67%
% of All Funds
30.31%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
224
Increased
514
Reduced
565
Closed
55
Calls
$274M
Puts
$354M
Net Calls
-$80.4M
Net Calls Change
-$153M

Top Buyers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$763M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$214M
3
Truist Financial
3
Truist Financial
North Carolina
$182M
4
Goldman Sachs
4
Goldman Sachs
New York
$428M
5
DZ Bank
5
DZ Bank
Germany
$249M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$747M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$25.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$573M
4
BlackRock
4
BlackRock
New York
$3.39B
5
Deutsche Bank
5
Deutsche Bank
Germany
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
226
Tudor Investment Corp
Connecticut
$10.8M +$10.8M +97,299 New
Creative Planning
227
Creative Planning
Kansas
$10.7M -$174K -1,565 -2%
OAM
228
Oppenheimer Asset Management
New York
$10.6M -$117K -1,046 -1%
Rafferty Asset Management
229
Rafferty Asset Management
New York
$10.4M -$5.02M -45,031 -32%
Alyeska Investment Group
230
Alyeska Investment Group
Illinois
$10.4M +$10.4M +93,112 New
MAM
231
Meeder Asset Management
Ohio
$10.3M +$183K +1,639 +2%
TU
232
TDAM USA
Ontario, Canada
$10.2M -$92.6K -831 -0.9%
PSUF
233
People's United Financial
Connecticut
$10.2M +$1.21M +10,872 +14%
Bessemer Group
234
Bessemer Group
New Jersey
$10.1M +$127K +1,144 +1%
FRM
235
Foundation Resource Management
Arkansas
$10.1M -$148K -1,326 -1%
MSL
236
Mackay Shields LLC
New York
$10.1M +$12.3K +110 +0.1%
GWM
237
Geneos Wealth Management
Colorado
$10M +$231K +2,093 +2%
CB
238
Commerce Bank
Missouri
$10M -$113K -1,017 -1%
CIC
239
Carnegie Investment Counsel
Ohio
$9.92M -$127K -1,143 -1%
CG
240
Carmignac Gestion
France
$9.67M – – –
LFAS
241
Level Four Advisory Services
Texas
$9.67M +$1.46M +3,147 +18%
Mitsubishi UFJ Asset Management
242
Mitsubishi UFJ Asset Management
Japan
$9.64M +$1.04M +9,618 +12%
AAM
243
Aureus Asset Management
Massachusetts
$9.61M -$65.2K -585 -0.7%
Capital Fund Management (CFM)
244
Capital Fund Management (CFM)
France
$9.59M +$8.74M +78,458 +1,027%
URS
245
Utah Retirement Systems
Utah
$9.53M +$33.4K +300 +0.4%
AIM
246
Artemis Investment Management
United Kingdom
$9.52M -$384K -3,447 -4%
CIA
247
CCM Investment Advisers
South Carolina
$9.34M -$245K -2,203 -3%
MA
248
MUFG Americas
New York
$9.29M +$214K +1,923 +2%
CFG
249
Citizens Financial Group
Rhode Island
$9.26M +$2.14M +19,235 +30%
HW
250
Hancock Whitney
Mississippi
$9.14M +$205K +1,844 +2%
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