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Phillips 66
PSX

1,572 hedge funds and large institutions have $35.2B invested in Phillips 66 in 2022 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 560 increasing their positions, 506 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 75

29% more capital invested

Capital invested by funds: $27.3B → $35.2B (+$7.97B)

24% more call options, than puts

Call options by funds: $614M | Put options by funds: $494M

24% more funds holding in top 10

Funds holding in top 10: 17 → 21 (+4)

11% more funds holding

Funds holding: 1,417 → 1,572 (+155)

11% more repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 506

0.97% more ownership

Funds ownership: 70.42% → 71.39% (+0.97%)

Holders
1,572
Holders Change
+155
Holders Change %
+10.94%
% of All Funds
25.27%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.34%
New
255
Increased
560
Reduced
506
Closed
75
Calls
$614M
Puts
$494M
Net Calls
+$120M
Net Calls Change
-$614K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$205M
2
Morgan Stanley
Morgan Stanley
New York
+$99M
3
Holocene Advisors
Holocene Advisors
New York
+$96.6M
4
First Trust Advisors
First Trust Advisors
Illinois
+$92.2M
5
Invesco
Invesco
Georgia
+$83.8M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$197M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$177M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$82.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$72.1M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$203M -$13.3M -129,817 -6%
Deutsche Bank
27
Deutsche Bank
Germany
$202M -$11.3M -110,573 -5%
First Trust Advisors
28
First Trust Advisors
Illinois
$200M +$92.2M +901,115 +88%
Allianz Asset Management
29
Allianz Asset Management
Germany
$192M -$5.99M -58,532 -3%
Citadel Advisors
30
Citadel Advisors
Florida
$182M -$72.1M -704,624 -29%
Goldman Sachs
31
Goldman Sachs
New York
$180M -$1.35M -13,218 -0.8%
Barclays
32
Barclays
United Kingdom
$167M -$49.2M -481,272 -23%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$159M +$15.7M +153,270 +11%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$150M +$10.1M +98,704 +7%
AllianceBernstein
35
AllianceBernstein
Tennessee
$147M -$17.6M -171,612 -11%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$143M -$177M -1,728,047 -56%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$137M +$44M +430,535 +48%
Aberdeen Group
38
Aberdeen Group
United Kingdom
$136M -$24M -234,172 -15%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$120M +$6.01M +58,760 +5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$120M -$1.12M -10,967 -0.9%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$117M -$22.2M -217,525 -16%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$113M -$1.13M -11,081 -1%
Holocene Advisors
43
Holocene Advisors
New York
$105M +$96.6M +944,875 +1,497%
Public Employees Retirement Association of Colorado
44
Public Employees Retirement Association of Colorado
Colorado
$104M -$851K -8,324 -0.8%
Citigroup
45
Citigroup
New York
$102M -$2.28M -22,290 -2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$97M +$2.04M +19,923 +2%
BG
47
Bahl & Gaynor
Ohio
$95.8M -$8.43M -82,413 -8%
Ameriprise
48
Ameriprise
Minnesota
$95.3M -$8.38M -81,948 -8%
American Century Companies
49
American Century Companies
Missouri
$87.9M -$22.7M -222,261 -21%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$87.6M +$1.53M +14,963 +2%
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PSX Hedge Fund Activity: Q4 2022 in Review

1,572 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q4 2022, worth a combined $35.2B — up 29% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new PSX positions and 75 closed out — a net gain of 180 holders — while 560 added to existing stakes and 506 trimmed.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was Wellington Management Group, cutting an estimated $197M.

  • 1,572 institutional investors held Phillips 66 (PSX) as of Q4 2022, up from 1,417 in Q3 2022.
  • Funds reported $35.2B of Phillips 66 stock for Q4 2022, up 29% quarter-over-quarter.
  • 255 funds opened new Phillips 66 positions in Q4 2022 and 75 closed out, a net change of +180 holders.
  • The largest Phillips 66 buyer in Q4 2022 was BlackRock, an estimated $205M added.
  • The largest Phillips 66 seller in Q4 2022 was Wellington Management Group, an estimated $197M sold.

Based on aggregated 13F filings for Q4 2022.