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Phillips 66
PSX

Overview Fund Activity

1,230 hedge funds and large institutions have $21.2B invested in Phillips 66 in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 464 increasing their positions, 466 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
-88
Holders Change %
-6.68%
% of All Funds
21.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
87
Increased
464
Reduced
466
Closed
157
Calls
$438M
Puts
$247M
Net Calls
+$191M
Net Calls Change
+$99M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$311M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$85.3M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$112M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$75.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$139M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$306M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$505M
4
BlackRock
4
BlackRock
New York
$2.31B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
351
STRS Ohio
Ohio
$2.3M +$655K +9,355 +40%
CIC
352
Canal Insurance Company
South Carolina
$2.28M – – –
KWM
353
Kingsview Wealth Management
Oregon
$2.24M +$25.8K +369 +1%
Capstone Investment Advisors
354
Capstone Investment Advisors
New York
$2.23M +$2.23M +31,885 New
OQS
355
Occudo Quantitative Strategies
Florida
$2.23M +$2.23M +31,877 New
Cerity Partners
356
Cerity Partners
New York
$2.22M +$126K +1,801 +6%
PRC
357
Pearl River Capital
Michigan
$2.22M +$1.71M +24,384 +332%
TNBTD
358
Trustmark National Bank Trust Department
Mississippi
$2.22M -$247K -3,525 -10%
CIBC Private Wealth Group
359
CIBC Private Wealth Group
Georgia
$2.18M -$188K -2,686 -8%
EMPI
360
Elo Mutual Pension Insurance
Finland
$2.15M – – –
Mirae Asset Global Investments
361
Mirae Asset Global Investments
South Korea
$2.15M +$520K +7,423 +32%
PAM
362
Panagora Asset Management
Massachusetts
$2.14M – – –
PCM
363
Parsons Capital Management
Rhode Island
$2.02M -$12.5K -178 -0.6%
NMERB
364
New Mexico Educational Retirement Board
New Mexico
$2.01M -$35K -500 -2%
SFG
365
SevenBridge Financial Group
Pennsylvania
$2.01M -$16.5K -235 -0.8%
OIA
366
OneDigital Investment Advisors
Kansas
$2M -$24.3K -347 -1%
PRS
367
Pinkerton Retirement Specialists
Idaho
$2M +$130K +1,857 +7%
CTC
368
Central Trust Company
Missouri
$1.99M -$49.4K -706 -2%
AIP
369
Ameritas Investment Partners
Nebraska
$1.98M -$21.3K -305 -1%
Pacer Advisors
370
Pacer Advisors
Pennsylvania
$1.97M -$191K -2,723 -9%
WAM
371
World Asset Management
Michigan
$1.95M +$9.52K +136 +0.5%
LFAS
372
Level Four Advisory Services
Texas
$1.95M +$118K +1,691 +6%
PWLP
373
Prio Wealth Limited Partnership
Massachusetts
$1.92M -$285K -4,074 -13%
LSERS
374
Louisiana State Employees Retirement System
Louisiana
$1.91M – – –
FPTW
375
Franklin, Parlapiano, Turner & Welch
Texas
$1.91M – – –
13 14
15
16 17