PSX icon

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 %
HHAM
326
HITE Hedge Asset Management
Massachusetts
$2.9M -$2.18M -26,719 -43%
Allianz Asset Management
327
Allianz Asset Management
Germany
$2.88M -$16.3M -200,490 -85%
MP
328
McDonald Partners
Ohio
$2.88M +$4.97K +61 +0.2%
RC
329
RegentAtlantic Capital
New Jersey
$2.88M -$77.9K -955 -3%
NEI
330
Northwest & Ethical Investments
Ontario, Canada
$2.84M +$2.84M +34,820 New
CTA
331
Colonial Trust Advisors
South Carolina
$2.79M -$316K -3,879 -10%
MFM
332
MD Financial Management
Ontario, Canada
$2.73M +$2.73M +33,525 New
OIM
333
Opus Investment Management
Massachusetts
$2.73M – – –
MSRPS
334
Maryland State Retirement & Pension System
Maryland
$2.72M +$2.15M +26,345 +373%
AI
335
Atria Investments
North Carolina
$2.71M +$94.3K +1,157 +4%
NNP
336
Nachman Norwood & Parrott
South Carolina
$2.7M +$9.22K +113 +0.3%
UB
337
UMB Bank
Missouri
$2.7M -$55.5K -680 -2%
CS
338
Candriam SCA
Luxembourg
$2.69M -$470 -7 -0%
CIC
339
Canal Insurance Company
South Carolina
$2.65M – – –
SCA
340
Salient Capital Advisors
Texas
$2.65M -$4.03M -49,444 -60%
CLOS
341
Compagnie Lombard Odier SCmA
Switzerland
$2.65M -$668K -8,190 -20%
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$2.65M -$36.9K -452 -1%
UA
343
Unison Advisors
District of Columbia
$2.64M +$32.6K +400 +1%
MCM
344
Marathon Capital Management
Maryland
$2.6M +$88K +1,080 +4%
KWM
345
Kingsview Wealth Management
Oregon
$2.59M +$56.3K +677 +2%
EMPI
346
Elo Mutual Pension Insurance
Finland
$2.57M +$37.9K +465 +1%
PAS
347
Park Avenue Securities
New York
$2.57M +$1.07M +13,098 +71%
PWLP
348
Prio Wealth Limited Partnership
Massachusetts
$2.56M -$204K -2,500 -7%
PAM
349
Panagora Asset Management
Massachusetts
$2.55M +$15.3K +188 +0.6%
SCP
350
Shorepoint Capital Partners
Massachusetts
$2.55M -$628K -7,697 -20%
12 13
14
15 16