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Phillips 66
PSX

Overview Fund Activity

1,230 hedge funds and large institutions have $21.2B invested in Phillips 66 in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 464 increasing their positions, 466 reducing their positions, and 157 closing their positions.

Holders
1,230
Holders Change
-88
Holders Change %
-6.68%
% of All Funds
21.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
87
Increased
464
Reduced
466
Closed
157
Calls
$438M
Puts
$247M
Net Calls
+$191M
Net Calls Change
+$99M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$311M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$85.3M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$112M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$75.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$139M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$306M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$505M
4
BlackRock
4
BlackRock
New York
$2.31B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$26.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
226
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.18M 73,945 +5,310 +8%
QT
227
Quantbot Technologies
New York
$5.11M 73,002 +73,002 New
AAA
228
Adams Asset Advisors
Texas
$4.98M 71,152 +3,252 +5%
Zurich Cantonal Bank
229
Zurich Cantonal Bank
Switzerland
$4.94M 70,499 -3,888 -5%
QC
230
Quadrature Capital
United Kingdom
$4.85M 69,302 +33,265 +92%
DIP
231
DT Investment Partners
Pennsylvania
$4.84M 69,171 +2,156 +3%
AUB
232
Atlantic Union Bankshares
Virginia
$4.79M 68,420 +3,802 +6%
AAP
233
Aristotle Atlantic Partners
Florida
$4.75M 67,823 +2,966 +5%
TPSF
234
Texas Permanent School Fund
Texas
$4.74M 67,663 -5,079 -7%
MSL
235
Mackay Shields LLC
New York
$4.7M 67,060 -1,937 -3%
FRM
236
Foundation Resource Management
Arkansas
$4.69M 66,967 -26 -0%
KCM
237
Kornitzer Capital Management
Kansas
$4.64M 66,258 -922 -1%
SPIA
238
Steward Partners Investment Advisory
New York
$4.6M 65,614 +2,297 +4%
DADC
239
D.A. Davidson & Co
Montana
$4.58M 65,401 -1,751 -3%
AIM
240
Aigen Investment Management
New York
$4.56M 65,120 +65,120 New
DI
241
Disciplined Investments
Oklahoma
$4.54M 64,857 +34,812 +116%
FFIC
242
First Fiduciary Investment Counsel
Ohio
$4.48M 63,980 -14,037 -18%
COPPSERS
243
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.47M 63,833 -21,692 -25%
SAM
244
Sompo Asset Management
Japan
$4.42M 63,055 +8,030 +15%
Robeco Institutional Asset Management
245
Robeco Institutional Asset Management
Netherlands
$4.39M 62,631 -3,031 -5%
MIM
246
Montgomery Investment Management
Maryland
$4.38M 62,502 +600 +1%
FF
247
FourThought Financial
Florida
$4.35M 62,123 +8,905 +17%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$4.33M 61,773 +36,587 +145%
TBC
249
Tweedy, Browne Co
Connecticut
$4.27M 60,899 -709 -1%
M
250
MOTCO
Texas
$4.24M 60,479 -23,660 -28%
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