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Phillips 66
PSX

Overview Fund Activity

1,399 hedge funds and large institutions have $30.7B invested in Phillips 66 in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 556 increasing their positions, 503 reducing their positions, and 66 closing their positions.

Holders
1,399
Holders Change
+44
Holders Change %
+3.25%
% of All Funds
30.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
124
Increased
556
Reduced
503
Closed
66
Calls
$258M
Puts
$165M
Net Calls
+$93M
Net Calls Change
+$82.5M

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$437M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$315M
3
Wells Fargo
3
Wells Fargo
California
$863M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$197M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.36B

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$528M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$878M
3
Millennium Management
3
Millennium Management
New York
$52.7M
4
BlackRock
4
BlackRock
New York
$2.92B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$60M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$219M 2,299,395 +122,824 +6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$218M 2,295,637 +408,888 +22%
Charles Schwab
28
Charles Schwab
California
$211M 2,218,162 +68,509 +3%
AllianceBernstein
29
AllianceBernstein
Tennessee
$209M 2,200,781 -147,994 -6%
PPA
30
Parametric Portfolio Associates
Washington
$203M 2,132,297 +171,640 +9%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$197M 2,072,673 +616,236 +42%
ClearBridge Investments
32
ClearBridge Investments
New York
$190M 1,991,986 +28,471 +1%
Prudential Financial
33
Prudential Financial
New Jersey
$185M 1,945,839 +3,012 +0.2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$185M 1,945,207 +67,663 +4%
SBAM
35
Santa Barbara Asset Management
California
$182M 1,909,210 +195,795 +11%
Invesco
36
Invesco
Georgia
$160M 1,680,212 +204,894 +14%
DZ Bank
37
DZ Bank
Germany
$157M 1,648,862 +386,499 +31%
EIP
38
Epoch Investment Partners
New York
$151M 1,585,048 -74,777 -5%
TCIM
39
TIAA CREF Investment Management
New York
$150M 1,571,154 +181,617 +13%
Barclays
40
Barclays
United Kingdom
$146M 1,535,280 +549,097 +56%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$140M 1,470,877 -23,516 -2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$139M 1,462,914 +28,200 +2%
UBS Group
43
UBS Group
Switzerland
$134M 1,406,532 +232,163 +20%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$125M 1,313,717 +565,000 +75%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$118M 1,242,841 -271,129 -18%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$118M 1,238,422 +2,988 +0.2%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$113M 1,185,555 +33,433 +3%
Two Sigma Investments
48
Two Sigma Investments
New York
$107M 1,126,119 +451,812 +67%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$99.6M 1,046,864 +8,400 +0.8%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$91.7M 963,849 +4,576 +0.5%
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