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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 %
DA
251
Denali Advisors
California
$9.1M -$2.32M -20,800 -20%
HIMC
252
Heritage Investors Management Corp
Maryland
$9.08M -$108K -966 -1%
SG Americas Securities
253
SG Americas Securities
New York
$8.97M +$3.33M +29,859 +59%
QT
254
Quantbot Technologies
New York
$8.93M +$7.13M +63,985 +395%
1832 Asset Management
255
1832 Asset Management
Ontario, Canada
$8.85M +$1.45M +13,121 +20%
BG
256
Bollard Group
Massachusetts
$8.78M +$240K +2,156 +3%
TPSF
257
Texas Permanent School Fund
Texas
$8.77M -$536K -4,809 -6%
PP
258
PDT Partners
New York
$8.67M -$1.46M -13,108 -14%
Calamos Advisors
259
Calamos Advisors
Illinois
$8.65M -$76.4K -686 -0.9%
BF
260
BOK Financial
Oklahoma
$8.41M +$249K +2,239 +3%
BC
261
Burney Company
Virginia
$8.36M +$249K +2,231 +3%
Mirae Asset Global Investments
262
Mirae Asset Global Investments
South Korea
$8.32M +$2.99M +26,811 +56%
RJT
263
Raymond James Trust
Florida
$8.3M +$246K +2,204 +3%
SOAMC
264
Spirit of America Management Corp
New York
$8.24M -$246K -2,210 -3%
WBC
265
Westpac Banking Corp
Australia
$8.13M -$379K -3,400 -4%
JIR
266
James Investment Research
Ohio
$8.13M -$14.9K -134 -0.2%
GC
267
Guggenheim Capital
Illinois
$8.07M -$5.62M -50,442 -41%
RPI
268
Railway Pension Investments
United Kingdom
$7.98M +$7.98M +71,600 New
William Blair & Company
269
William Blair & Company
Illinois
$7.95M +$1.14M +10,249 +17%
FG
270
Fiduciary Group
Georgia
$7.9M +$87.3K +784 +1%
GH
271
GAM Holding
Switzerland
$7.89M -$244K -2,192 -3%
HIMCH
272
Hartford Investment Management Co (HIMCO)
Connecticut
$7.84M -$168K -1,507 -2%
GC
273
Gratus Capital
Georgia
$7.83M +$81.2K +729 +1%
MI
274
Markston International
New York
$7.81M -$1.08M -9,673 -12%
Brown Advisory
275
Brown Advisory
Maryland
$7.76M -$584K -5,245 -7%
9 10
11
12 13