PSX icon

Phillips 66
PSX

Overview Fund Activity

1,276 hedge funds and large institutions have $36.8B invested in Phillips 66 in 2017 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 383 increasing their positions, 476 reducing their positions, and 50 closing their positions.

Holders
1,276
Holders Change
+131
Holders Change %
+11.44%
% of All Funds
28.98%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.43%
New
193
Increased
383
Reduced
476
Closed
50
Calls
$322M
Puts
$382M
Net Calls
-$60M
Net Calls Change
-$108M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
EIP
2
Epoch Investment Partners
New York
$188M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$117M
4
BCM
4
Bridgeway Capital Management
Texas
$44.6M
5
State Street
5
State Street
Massachusetts
$2.3B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$412M
2
O
2
OppenheimerFunds
New York
$38.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$805M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$0
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
Name Market Value Shares Shares
Change 		Shares
Change %
EIP
26
Epoch Investment Partners
New York
$188M 1,854,524 +1,854,524 New
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$169M 1,671,339 +235,006 +16%
ClearBridge Investments
28
ClearBridge Investments
New York
$167M 1,648,243 -27,149 -2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$163M 1,608,777 -90,814 -5%
Swiss National Bank
30
Swiss National Bank
Switzerland
$162M 1,605,714 -11,800 -0.7%
TCIM
31
TIAA CREF Investment Management
New York
$162M 1,597,753 -56,674 -3%
Deutsche Bank
32
Deutsche Bank
Germany
$161M 1,593,666 -200,434 -11%
PPA
33
Parametric Portfolio Associates
Washington
$159M 1,569,777 +70,662 +5%
UBS AM
34
UBS AM
Illinois
$159M 1,568,383 -86,210 -5%
Invesco
35
Invesco
Georgia
$156M 1,539,363 -36,866 -2%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$155M 1,521,030 -45,716 -3%
RP
37
RR Partners
New York
$151M 1,497,572 – –
Neuberger Berman Group
38
Neuberger Berman Group
New York
$150M 1,478,440 -183,076 -11%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$128M 1,265,927 +8,119 +0.6%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$119M 1,176,870 +24,769 +2%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$119M 1,175,459 – –
HSBC Holdings
42
HSBC Holdings
United Kingdom
$117M 1,159,376 +515,180 +80%
DZ Bank
43
DZ Bank
Germany
$114M 1,126,101 +75,001 +7%
Ameriprise
44
Ameriprise
Minnesota
$113M 1,115,169 -36,685 -3%
AL
45
AJO LP
Pennsylvania
$112M 1,111,879 +19,330 +2%
UBS Group
46
UBS Group
Switzerland
$100M 992,114 +224,168 +29%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$95.9M 948,000 -1,053 -0.1%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$92.5M 914,096 +62,769 +7%
Principal Financial Group
49
Principal Financial Group
Iowa
$88.5M 874,878 -1,761 -0.2%
RL
50
Ruffer LLP
United Kingdom
$87.9M 868,318 +5,184 +0.6%
1
2
3 4 5