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Phillips 66
PSX

Overview Fund Activity

1,265 hedge funds and large institutions have $25B invested in Phillips 66 in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 434 increasing their positions, 493 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,265
Holders Change
+37
Holders Change %
+3.01%
% of All Funds
22.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
132
Increased
434
Reduced
493
Closed
83
Calls
$400M
Puts
$224M
Net Calls
+$176M
Net Calls Change
+$56.2M

Top Buyers

1
State Street
State Street
Massachusetts
+$196M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$88.7M
3
KBC Group
KBC Group
Belgium
+$82.6M
4
PPA
Parametric Portfolio Associates
Washington
+$77.2M
5
Bank of America
Bank of America
North Carolina
+$73.6M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$78M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$68.5M
3
PP
Prudential plc
United Kingdom
-$51.2M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$30.8M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
301
Fiera Capital (Canada)
Quebec, Canada
$3.18M +$12.2K +150 +0.4%
PP
302
Paloma Partners
Connecticut
$3.15M +$2.73M +33,499 +657%
CA
303
Capitolis Advisors
New York
$3.13M -$5.93M -72,770 -65%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$3.13M -$96.4K -1,182 -3%
PA
305
Pinnacle Associates
New York
$3.13M +$123K +1,512 +4%
NIM
306
NXG Investment Management
Texas
$3.12M – – –
HFS
307
Hantz Financial Services
Michigan
$3.11M +$37.8K +463 +1%
HT
308
Heritage Trust
Oklahoma
$3.11M +$21K +258 +0.7%
SWA
309
Stratos Wealth Advisors
Ohio
$3.09M +$935K +11,467 +43%
CWG
310
Cornerstone Wealth Group
North Carolina
$3.08M -$56.2K -730 -2%
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$3.04M – – –
WBC
312
Westpac Banking Corp
Australia
$3.02M – – –
SAM
313
Securian Asset Management
Minnesota
$3.01M -$108K -1,329 -3%
DC
314
Davenport & Co
Virginia
$3.01M -$375K -4,596 -11%
FA
315
FDx Advisors
Illinois
$3.01M +$223K +2,741 +8%
Cerity Partners
316
Cerity Partners
New York
$3M +$847K +10,383 +39%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$2.99M -$229K -2,807 -7%
BCM
318
Becker Capital Management
Oregon
$2.98M -$631K -7,737 -17%
CSS
319
Cubist Systematic Strategies
Connecticut
$2.98M +$1.14M +13,950 +62%
NB
320
Norinchukin Bank
Japan
$2.96M +$49K +601 +2%
OPERF
321
Oregon Public Employees Retirement Fund
Oregon
$2.96M +$158K +1,943 +6%
SMDAM
322
Sumitomo Mitsui DS Asset Management
Japan
$2.95M -$123K -1,505 -4%
FNBOO
323
First National Bank of Omaha
Nebraska
$2.93M +$101K +1,242 +4%
SAM
324
Sompo Asset Management
Japan
$2.91M -$404K -4,960 -12%
TNBTD
325
Trustmark National Bank Trust Department
Mississippi
$2.91M +$434K +5,320 +18%
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