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Phillips 66
PSX

Overview Fund Activity

1,265 hedge funds and large institutions have $25B invested in Phillips 66 in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 434 increasing their positions, 493 reducing their positions, and 83 closing their positions.

Holders
1,265
Holders Change
+37
Holders Change %
+3.01%
% of All Funds
22.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
132
Increased
434
Reduced
493
Closed
83
Calls
$400M
Puts
$224M
Net Calls
+$176M
Net Calls Change
+$56.2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$2.37B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$93.4M
3
KBC Group
3
KBC Group
Belgium
$101M
4
PPA
4
Parametric Portfolio Associates
Washington
$237M
5
Bank of America
5
Bank of America
North Carolina
$535M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$249M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$333M
3
PP
3
Prudential plc
United Kingdom
$10.9M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$115M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$707M
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
26
Eaton Vance Management
Massachusetts
$184M 2,257,520 -14,003 -0.6%
UBS AM
27
UBS AM
Illinois
$175M 2,149,332 +26,057 +1%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$163M 2,078,450 +344,745 +20%
Swiss National Bank
29
Swiss National Bank
Switzerland
$137M 1,678,630 +29,700 +2%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$115M 1,412,170 -377,711 -21%
EIP
31
Epoch Investment Partners
New York
$108M 1,318,903 -165,784 -11%
Deutsche Bank
32
Deutsche Bank
Germany
$102M 1,246,311 +359,463 +41%
KBC Group
33
KBC Group
Belgium
$101M 1,233,380 +1,012,866 +459%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$93.4M 1,145,785 +1,087,997 +1,883%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$91.2M 1,118,272 +321,344 +40%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$87.1M 1,070,565 +320,008 +43%
Citigroup
37
Citigroup
New York
$86M 1,055,046 -146,300 -12%
Public Employees Retirement Association of Colorado
38
Public Employees Retirement Association of Colorado
Colorado
$85.6M 1,049,557 -486 -0%
Goldman Sachs
39
Goldman Sachs
New York
$85.2M 1,045,489 +78,580 +8%
BG
40
Bahl & Gaynor
Ohio
$85.1M 1,043,718 +973 +0.1%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$84.3M 1,033,743 +415,032 +67%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$81.6M 1,000,335 -56,501 -5%
Victory Capital Management
43
Victory Capital Management
Texas
$74.4M 912,518 -79,428 -8%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$74M 907,928 -13,853 -2%
CS
45
Credit Suisse
Switzerland
$72.5M 889,638 -69,105 -7%
AllianceBernstein
46
AllianceBernstein
Tennessee
$70.6M 866,241 -59,357 -6%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$70.4M 860,977 -187,880 -18%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$64.6M 791,751 -27,332 -3%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$64M 784,671 -124,287 -14%
DekaBank Deutsche Girozentrale
50
DekaBank Deutsche Girozentrale
Germany
$60.8M 735,700 -194,239 -21%
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