Phillips 66
1,237 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, 468 increasing their positions, 466 reducing their positions, and 157 closing their positions.
77% more call options, than puts
Call options by funds: $438M | Put options by funds: $247M
0% more repeat investments, than reductions
Existing positions increased: 468 | Existing positions reduced: 466
0.97% less ownership
Funds ownership: 70.18% → 69.22% (-0.97%)
7% less funds holding
Funds holding: 1,325 → 1,237 (-88)
19% less capital invested
Capital invested by funds: $26.3B → $21.2B (-$5.1B)
45% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 157
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$274M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$85.7M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$82.7M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$76.3M |
| 5 |
D.E. Shaw & Co
New York
|
+$64.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$432M |
| 2 |
JP Morgan Chase
New York
|
-$112M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$99.5M |
| 4 |
Neuberger Berman Group
New York
|
-$81.6M |
| 5 |
BlackRock
New York
|
-$79.1M |
PSX Hedge Fund Activity: Q3 2021 in Review
1,237 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q3 2021, worth a combined $21.2B — down 19% from $26.3B a quarter earlier.
Sellers outnumbered buyers: 157 funds closed out of PSX and 87 opened new positions — a net loss of 70 holders — while 466 trimmed existing stakes and 468 added.
The largest buyer was Barclays, adding an estimated $274M. The largest seller was Wellington Management Group, cutting an estimated $432M.
- 1,237 institutional investors held Phillips 66 (PSX) as of Q3 2021, down from 1,325 in Q2 2021.
- Funds reported $21.2B of Phillips 66 stock for Q3 2021, down 19% quarter-over-quarter.
- 87 funds opened new Phillips 66 positions in Q3 2021 and 157 closed out, a net change of -70 holders.
- The largest Phillips 66 buyer in Q3 2021 was Barclays, an estimated $274M added.
- The largest Phillips 66 seller in Q3 2021 was Wellington Management Group, an estimated $432M sold.
Based on aggregated 13F filings for Q3 2021.