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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$306M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$315M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$505M
4
BlackRock
BlackRock
New York
$2.31B
5
Neuberger Berman Group
Neuberger Berman Group
New York
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
376
Stratos Investment Management
Ohio
$1.9M +$369K +5,266 +24%
JIC
377
Johnson Investment Counsel
Ohio
$1.88M +$70.6K +1,008 +4%
BFEC
378
Benjamin F. Edwards & Company
Missouri
$1.88M +$3.43K +49 +0.2%
Two Sigma Advisers
379
Two Sigma Advisers
New York
$1.88M +$1.88M +26,799 New
PCM
380
Poehling Capital Management
Wisconsin
$1.87M +$21.2K +303 +1%
CIC
381
Carnegie Investment Counsel
Ohio
$1.87M -$254K -3,621 -12%
MWNA
382
Marshall Wace North America
New York
$1.85M +$1.85M +26,460 New
SCM
383
Shelton Capital Management
Colorado
$1.85M -$1.6M -22,850 -46%
PWP
384
Principle Wealth Partners
Connecticut
$1.85M – – –
UA
385
Unison Advisors
District of Columbia
$1.84M -$451K -6,446 -20%
PLFAM
386
Pineno Levin & Ford Asset Management
Virginia
$1.83M +$86K +1,228 +5%
NC
387
NewSquare Capital
Pennsylvania
$1.83M -$383K -5,474 -17%
GAM
388
Garrison Asset Management
Arkansas
$1.82M +$137K +1,957 +8%
Mackenzie Financial
389
Mackenzie Financial
Ontario, Canada
$1.81M +$570K +8,138 +46%
KRS
390
Kentucky Retirement Systems
Kentucky
$1.81M +$21.2K +302 +1%
CLOS
391
Compagnie Lombard Odier SCmA
Switzerland
$1.8M +$312K +4,457 +21%
OKSA
392
O'Keefe Stevens Advisory
New York
$1.8M -$163K -2,329 -8%
RFC
393
Regions Financial Corp
Alabama
$1.78M -$275K -3,921 -13%
GAB
394
German American Bancorp
Indiana
$1.76M +$27.7K +396 +2%
FWCM
395
Ferguson Wellman Capital Management
Oregon
$1.76M -$86K -1,228 -5%
CFB
396
Cullen/Frost Bankers
Texas
$1.75M +$20.3K +290 +1%
AG
397
Algert Global
California
$1.74M +$1.74M +24,872 New
CCM
398
Coldstream Capital Management
Washington
$1.74M +$1.53M +29,570 +754%
TSW
399
Thompson Siegel & Walmsley
Virginia
$1.71M +$30.5K +435 +2%
Daiwa Securities Group
400
Daiwa Securities Group
Japan
$1.7M +$57.8K +826 +4%
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