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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 %
CCT
301
Country Club Trust
Missouri
$6.7M -$30.6K -277 -0.5%
CI
302
CX Institutional
Indiana
$6.69M +$1.74M +15,584 +35%
MOACM
303
Mutual of America Capital Management
New York
$6.68M -$3.79K -34 -0.1%
JIC
304
Johnson Investment Counsel
Ohio
$6.67M -$152K -1,366 -2%
PAI
305
Pittenger & Anderson Inc
Nebraska
$6.6M -$42.3K -380 -0.6%
NB
306
Norinchukin Bank
Japan
$6.56M -$668K -5,997 -9%
AAM
307
Advisors Asset Management
Colorado
$6.54M +$592K +5,309 +10%
MLM
308
Mount Lucas Management
Pennsylvania
$6.47M -$2.41M -21,655 -27%
UR
309
USCA RIA
Texas
$6.44M -$1.25M -11,254 -16%
SEC
310
Seven Eight Capital
New York
$6.4M +$6.4M +57,456 New
BCM
311
Becker Capital Management
Oregon
$6.37M -$58.8K -528 -0.9%
MHC
312
Meyer Handelman Company
New York
$6.29M – – –
BC
313
Brinker Capital
Pennsylvania
$6.24M -$195K -1,748 -3%
ICA
314
Infrastructure Capital Advisors
New York
$6.08M -$267K -2,400 -4%
OC
315
Oppenheimer & Co
New York
$6.06M +$1.24M +11,160 +26%
Connor, Clark & Lunn Investment Management (CC&L)
316
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.06M -$136K -1,225 -2%
Mariner
317
Mariner
Kansas
$6.05M -$3.57K -32 -0.1%
FQ
318
First Quadrant
California
$5.99M -$32.2K -289 -0.5%
Two Sigma Investments
319
Two Sigma Investments
New York
$5.98M -$5.97M -53,622 -50%
AAS
320
Avantax Advisory Services
Texas
$5.92M +$714K +6,420 +14%
LCM
321
Logan Capital Management
Pennsylvania
$5.9M -$50.1K -450 -0.8%
PP
322
Paloma Partners
Connecticut
$5.82M +$5.82M +52,186 New
VFM
323
Viking Fund Management
North Dakota
$5.79M -$1.45M -13,000 -20%
Pacer Advisors
324
Pacer Advisors
Pennsylvania
$5.78M +$418K +3,752 +8%
BL
325
BCWM LLC
Kansas
$5.75M -$50.2K -451 -0.9%
11 12
13
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