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Phillips 66
PSX

Overview Fund Activity

1,230 hedge funds and large institutions have $21.2B invested in Phillips 66 in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 464 increasing their positions, 466 reducing their positions, and 157 closing their positions.

Holders
1,230
Holders Change
-88
Holders Change %
-6.68%
% of All Funds
21.61%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
87
Increased
464
Reduced
466
Closed
157
Calls
$438M
Puts
$247M
Net Calls
+$191M
Net Calls Change
+$99M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$311M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$85.3M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$112M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$75.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$139M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$306M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$505M
4
BlackRock
4
BlackRock
New York
$2.31B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$26.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$149M 2,122,141 -100,148 -5%
LSV Asset Management
27
LSV Asset Management
Illinois
$146M 2,084,294 -184,900 -8%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$139M 1,981,811 +888,082 +81%
Deutsche Bank
29
Deutsche Bank
Germany
$131M 1,868,208 +418,359 +29%
PPA
30
Parametric Portfolio Associates
Washington
$130M 1,858,474 -1,032,187 -36%
Swiss National Bank
31
Swiss National Bank
Switzerland
$121M 1,733,567 -48,000 -3%
Aberdeen Group
32
Aberdeen Group
United Kingdom
$112M 1,595,491 +1,142,663 +252%
EVM
33
Eaton Vance Management
Massachusetts
$93.9M 1,347,845 -905,519 -40%
Millennium Management
34
Millennium Management
New York
$90.3M 1,289,214 +694,188 +117%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$88M 1,256,927 -74,915 -6%
Allianz Asset Management
36
Allianz Asset Management
Germany
$85.3M 1,217,411 +1,184,455 +3,594%
Citigroup
37
Citigroup
New York
$78.7M 1,124,147 -111,508 -9%
NSLI
38
Nan Shan Life Insurance
Taiwan
$78.5M 1,120,571 – –
Goldman Sachs
39
Goldman Sachs
New York
$77.3M 1,103,914 -167,147 -13%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$75.1M 1,072,142 +1,053,851 +5,762%
Public Employees Retirement Association of Colorado
41
Public Employees Retirement Association of Colorado
Colorado
$72.2M 1,030,844 -14,614 -1%
BG
42
Bahl & Gaynor
Ohio
$71.8M 1,025,179 -8,489 -0.8%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$68.5M 978,058 +6,702 +0.7%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$65.6M 936,786 -91,134 -9%
EIP
45
Epoch Investment Partners
New York
$65.1M 930,218 -205,530 -18%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$58.1M 830,100 -120,832 -13%
CS
47
Credit Suisse
Switzerland
$56.7M 809,853 +13,726 +2%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$56.3M 803,278 -7,286 -0.9%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$55.8M 796,119 +13,348 +2%
FWIA
50
Fort Washington Investment Advisors
Ohio
$55.6M 793,659 +637,946 +410%
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