Phillips 66
1,357 hedge funds and large institutions have $22.2B invested in Phillips 66 in 2021 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 462 increasing their positions, 460 reducing their positions, and 84 closing their positions.
174% more first-time investments, than exits
New positions opened: 230 | Existing positions closed: 84
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
86% more call options, than puts
Call options by funds: $458M | Put options by funds: $246M
10% more funds holding
Funds holding: 1,236 → 1,357 (+121)
5% more capital invested
Capital invested by funds: $21.2B → $22.2B (+$961M)
0.6% more ownership
Funds ownership: 69.22% → 69.82% (+0.6%)
0% more repeat investments, than reductions
Existing positions increased: 462 | Existing positions reduced: 460
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$141M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$88.3M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$88M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$82.1M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$66.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$151M |
| 2 |
BlackRock
New York
|
-$126M |
| 3 |
JP Morgan Chase
New York
|
-$102M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$87.3M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$69.9M |
PSX Hedge Fund Activity: Q4 2021 in Review
1,357 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q4 2021, worth a combined $22.2B — up 4.5% from $21.2B a quarter earlier.
Buyers outnumbered sellers: 230 funds opened new PSX positions and 84 closed out — a net gain of 146 holders — while 462 added to existing stakes and 460 trimmed.
The largest buyer was Millennium Management, adding an estimated $141M. The largest seller was Ameriprise, cutting an estimated $151M.
- 1,357 institutional investors held Phillips 66 (PSX) as of Q4 2021, up from 1,236 in Q3 2021.
- Funds reported $22.2B of Phillips 66 stock for Q4 2021, up 4.5% quarter-over-quarter.
- 230 funds opened new Phillips 66 positions in Q4 2021 and 84 closed out, a net change of +146 holders.
- The largest Phillips 66 buyer in Q4 2021 was Millennium Management, an estimated $141M added.
- The largest Phillips 66 seller in Q4 2021 was Ameriprise, an estimated $151M sold.
Based on aggregated 13F filings for Q4 2021.