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Phillips 66
PSX

Overview Fund Activity

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$446M
2
Deutsche Bank
Deutsche Bank
Germany
+$139M
3
LSV Asset Management
LSV Asset Management
Illinois
+$124M
4
Prudential Financial
Prudential Financial
New Jersey
+$113M
5
Renaissance Technologies
Renaissance Technologies
New York
+$111M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.18B
2
Capital World Investors
Capital World Investors
California
-$229M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$146M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$88.5M
5
SBAM
Santa Barbara Asset Management
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
451
Sentry Investment Management
Wisconsin
$3.11M – – –
OIA
452
OneDigital Investment Advisors
Kansas
$3.09M -$4.4K -39 -0.1%
Susquehanna International Group
453
Susquehanna International Group
Pennsylvania
$3.04M -$1.78M -15,799 -37%
HFS
454
HL Financial Services
Kentucky
$3.01M +$58.6K +520 +2%
EHC
455
Everett Harris & Co
California
$2.98M -$11.3K -100 -0.4%
TCM
456
Twin Capital Management
Pennsylvania
$2.93M +$2.93M +26,020 New
JFGIW
457
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.93M -$65K -577 -2%
OWD
458
Osborn Williams & Donohoe
Ohio
$2.88M -$42.4K -376 -1%
GFPC
459
Global Financial Private Capital
Florida
$2.86M +$506K +4,490 +21%
JFG
460
Jefferies Financial Group
New York
$2.86M +$2.86M +25,333 New
SA
461
Strategic Advisors
New York
$2.85M -$31.3K -278 -1%
HSA
462
Hussman Strategic Advisors
Maryland
$2.82M – – –
LSERS
463
Louisiana State Employees Retirement System
Louisiana
$2.82M +$33.8K +300 +1%
DC
464
Davenport & Co
Virginia
$2.82M -$447K -3,969 -14%
PP
465
Palladium Partners
Virginia
$2.79M +$28.7K +255 +1%
NA
466
NewEdge Advisors
Louisiana
$2.79M +$342K +3,037 +14%
Nomura Holdings
467
Nomura Holdings
Japan
$2.76M +$2.76M +24,088 New
PAG
468
Private Advisor Group
New Jersey
$2.71M +$580K +5,144 +27%
SB
469
Simmons Bank
Arkansas
$2.68M +$121K +1,073 +5%
AF
470
Aldebaran Financial
$2.68M -$33.7K -299 -1%
AA
471
Ancora Advisors
Ohio
$2.67M +$78.8K +699 +3%
SCM
472
Shelton Capital Management
Colorado
$2.65M -$226K -2,003 -8%
Jane Street
473
Jane Street
New York
$2.65M -$7.38M -65,452 -74%
KWM
474
Kingsview Wealth Management
Oregon
$2.65M +$22.2K +197 +0.8%
EFS
475
Essex Financial Services
Connecticut
$2.64M +$113 +1 +0%
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