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Phillips 66
PSX

Overview Fund Activity

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M

Top Buyers

1
BlackRock
BlackRock
New York
$3.73B
2
Deutsche Bank
Deutsche Bank
Germany
$386M
3
LSV Asset Management
LSV Asset Management
Illinois
$183M
4
Prudential Financial
Prudential Financial
New Jersey
$220M
5
Renaissance Technologies
Renaissance Technologies
New York
$111M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.74B
2
Capital World Investors
Capital World Investors
California
$27.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$449M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$388M
5
SBAM
Santa Barbara Asset Management
California
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
326
Denali Advisors
California
$6.34M +$237K +2,100 +4%
NAM
327
Nissay Asset Management
Japan
$6.33M -$14.2K -126 -0.2%
NB
328
Norinchukin Bank
Japan
$6.28M +$826K +7,326 +15%
CWM
329
Cornerstone Wealth Management
Missouri
$6.23M -$3.28M -305,879 -34%
MOACM
330
Mutual of America Capital Management
New York
$6.22M +$110K +974 +2%
Pacer Advisors
331
Pacer Advisors
Pennsylvania
$6.2M +$3.97M +35,250 +179%
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$6.18M -$82.5K -732 -1%
TI
333
Trexquant Investment
Connecticut
$6.13M +$861K +7,634 +16%
RBA
334
Richard Bernstein Advisors
New York
$6.13M – – –
BC
335
Brinker Capital
Pennsylvania
$6.12M -$77.4K -687 -1%
BA
336
Bridgewater Associates
Connecticut
$6.11M +$1.84M +16,368 +43%
SWM
337
SVA Wealth Management
Wisconsin
$6.1M +$95.2K +845 +2%
VanEck Associates
338
VanEck Associates
New York
$5.98M +$922K +8,183 +18%
AB
339
Amalgamated Bank
New York
$5.97M -$141K -1,250 -2%
QT
340
Quantbot Technologies
New York
$5.89M +$2.19M +19,451 +59%
CCM
341
Copeland Capital Management
Pennsylvania
$5.89M -$29.3K -260 -0.5%
PAI
342
Pittenger & Anderson Inc
Nebraska
$5.85M +$14.1K +125 +0.2%
IA
343
IndexIQ Advisors
New York
$5.82M -$2.18M -19,334 -27%
CTC
344
Central Trust Company
Missouri
$5.69M -$454K -4,029 -7%
Schroder Investment Management Group
345
Schroder Investment Management Group
United Kingdom
$5.69M -$560K -4,965 -9%
RC
346
RBF Capital
California
$5.64M – – –
B
347
BP
United Kingdom
$5.52M – – –
RC
348
RegentAtlantic Capital
New Jersey
$5.51M +$17.6K +156 +0.3%
DILIC
349
Dai-ichi Life Insurance Company
Japan
$5.41M – – –
Twin Tree Management
350
Twin Tree Management
Texas
$5.36M +$2.01M +17,850 +60%
12 13
14
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