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Phillips 66
PSX

Overview Fund Activity

1,354 hedge funds and large institutions have $29.3B invested in Phillips 66 in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 515 increasing their positions, 525 reducing their positions, and 103 closing their positions.

Holders
1,354
Holders Change
-45
Holders Change %
-3.22%
% of All Funds
29.45%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.17%
New
77
Increased
515
Reduced
525
Closed
103
Calls
$320M
Puts
$242M
Net Calls
+$77.9M
Net Calls Change
-$15.1M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$350M
2
Wells Fargo
2
Wells Fargo
California
$1.02B
3
EIP
3
Epoch Investment Partners
New York
$267M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.41B
5
WRF
5
Waddell & Reed Financial
Kansas
$141M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$648M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$170M
3
Goldman Sachs
3
Goldman Sachs
New York
$354M
4
Deutsche Bank
4
Deutsche Bank
Germany
$244M
5
APG Asset Management
5
APG Asset Management
Netherlands
$130M
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$221M 2,362,474 +289,801 +14%
Charles Schwab
27
Charles Schwab
California
$212M 2,269,803 +51,641 +2%
UBS AM
28
UBS AM
Illinois
$210M 2,247,367 -52,028 -2%
PPA
29
Parametric Portfolio Associates
Washington
$196M 2,100,177 -32,120 -2%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$183M 1,951,687 +6,480 +0.3%
AQR Capital Management
31
AQR Capital Management
Connecticut
$170M 1,828,938 -1,503,825 -45%
Invesco
32
Invesco
Georgia
$158M 1,690,537 +10,325 +0.6%
Prudential Financial
33
Prudential Financial
New Jersey
$150M 1,606,305 -339,534 -17%
AL
34
AJO LP
Pennsylvania
$142M 1,515,027 -813,221 -35%
WRF
35
Waddell & Reed Financial
Kansas
$141M 1,511,127 +1,077,246 +248%
DZ Bank
36
DZ Bank
Germany
$139M 1,487,796 -161,066 -10%
Swiss National Bank
37
Swiss National Bank
Switzerland
$139M 1,486,614 +23,700 +2%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$135M 1,444,355 +484,035 +50%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$135M 1,438,927 -856,710 -37%
First Trust Advisors
40
First Trust Advisors
Illinois
$133M 1,421,214 +793,875 +127%
ClearBridge Investments
41
ClearBridge Investments
New York
$131M 1,404,006 -587,980 -30%
APG Asset Management
42
APG Asset Management
Netherlands
$130M 1,581,196 -1,031,400 -39%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$127M 1,359,317 +45,600 +3%
UBS Group
44
UBS Group
Switzerland
$127M 1,358,520 -48,012 -3%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$126M 1,349,636 +106,795 +9%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$111M 1,185,273 -282 -0%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$109M 1,164,598 -306,279 -21%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$104M 1,113,830 +66,966 +6%
Barclays
49
Barclays
United Kingdom
$97.4M 1,041,517 -493,763 -32%
Citigroup
50
Citigroup
New York
$97.1M 1,037,956 +279,803 +37%
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