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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 %
NEI
426
Northwest & Ethical Investments
Ontario, Canada
$1.5M -$55.6K -794 -4%
PA
427
Profund Advisors
Maryland
$1.49M -$355K -5,066 -19%
BMSSC
428
B. Metzler seel. Sohn & Co
Germany
$1.48M +$47.2K +674 +3%
SM
429
SG3 Management
Puerto Rico
$1.47M +$1.47M +21,000 New
HFM
430
Hartford Financial Management
Connecticut
$1.46M +$70 +1 +0%
CVM
431
Cheviot Value Management
California
$1.43M -$5.39K -77 -0.4%
CSIC
432
Clifford Swan Investment Counsel
California
$1.43M – – –
BBVA
433
Banco Bilbao Vizcaya Argentaria
Spain
$1.43M +$13.9K +197 +1%
GIM
434
Greylin Investment Management
Virginia
$1.43M +$263K +3,750 +23%
BHWM
435
Bar Harbor Wealth Management
New Hampshire
$1.42M +$6.79K +97 +0.5%
SWP
436
Stratos Wealth Partners
Ohio
$1.4M +$178K +2,540 +15%
CAM
437
Carret Asset Management
New York
$1.39M +$14K +200 +1%
NMIMC
438
Northwestern Mutual Investment Management Company
Wisconsin
$1.39M +$560 +8 +0%
ST
439
Somerset Trust
Pennsylvania
$1.39M -$29.8K -425 -2%
Nomura Holdings
440
Nomura Holdings
Japan
$1.39M +$883K +12,174 +176%
ISL
441
Ingalls & Snyder LLC
New York
$1.37M -$26.3K -375 -2%
Thrivent Financial for Lutherans
442
Thrivent Financial for Lutherans
Minnesota
$1.35M +$5.04K +72 +0.4%
CCMINC
443
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.34M +$26.5K +378 +2%
FIM
444
Fernwood Investment Management
Massachusetts
$1.34M +$28K +400 +2%
HSA
445
HBK Sorce Advisory
Pennsylvania
$1.34M +$17.1K +244 +1%
FCI
446
Financial Counselors Inc
Kansas
$1.32M +$9.32K +133 +0.7%
USCWA
447
U.S. Capital Wealth Advisors
Texas
$1.32M +$1.32M +18,831 New
WS
448
Wedbush Securities
California
$1.32M +$55.1K +787 +4%
MWM
449
Mattern Wealth Management
Kansas
$1.31M -$20.9K -298 -2%
PAMP
450
Polar Asset Management Partners
Ontario, Canada
$1.31M +$1.31M +18,685 New
16 17
18
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