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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 %
II
351
IFM Investors
Australia
$5.19M -$238K -2,134 -4%
CCM
352
Copeland Capital Management
Pennsylvania
$5.15M -$39.9K -358 -0.8%
RC
353
RegentAtlantic Capital
New Jersey
$5.15M -$56.5K -507 -1%
SCM
354
Shelton Capital Management
Colorado
$5.14M +$2.32M +20,824 +82%
BCMO
355
Buckingham Capital Management (Ohio)
Ohio
$5.11M -$34.2K -307 -0.7%
HF
356
HRT Financial
New York
$5.06M +$5.06M +45,385 New
IA
357
IndexIQ Advisors
New York
$5.05M +$713K +6,400 +16%
SFS
358
Strategic Financial Services
New York
$5.04M -$871K -7,819 -15%
SAM
359
Securian Asset Management
Minnesota
$4.98M -$139K -1,247 -3%
Fidelity International
360
Fidelity International
Bermuda
$4.95M +$181K +1,621 +4%
BFG
361
Beacon Financial Group
Texas
$4.95M -$1.11K -10 -0%
DADC
362
D.A. Davidson & Co
Montana
$4.95M +$107K +959 +2%
SWM
363
SVA Wealth Management
Wisconsin
$4.94M +$32.5K +292 +0.7%
SWM
364
Stockman Wealth Management
Montana
$4.94M -$159K -1,427 -3%
CTA
365
Colonial Trust Advisors
South Carolina
$4.76M +$30.4K +273 +0.6%
OTPPB
366
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.75M -$2.15M -19,309 -31%
MCM
367
Mattern Capital Management
Colorado
$4.75M +$4.75M +42,624 New
BPM
368
Bowling Portfolio Management
Ohio
$4.73M -$1.42M -12,750 -23%
PIM
369
Penobscot Investment Management
Massachusetts
$4.71M -$317K -2,850 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
370
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.68M -$121K -1,083 -3%
Wolverine Trading
371
Wolverine Trading
Illinois
$4.67M +$3.44M +31,160 +280%
WAM
372
World Asset Management
Michigan
$4.65M -$54.4K -488 -1%
HPIA
373
Hamilton Point Investment Advisors
North Carolina
$4.62M +$25.8K +232 +0.6%
ASN
374
Advisory Services Network
Georgia
$4.61M +$185K +1,657 +4%
DY
375
Dowling & Yahnke
California
$4.58M +$85.6K +768 +2%
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