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Phillips 66
PSX

Overview Fund Activity

1,266 hedge funds and large institutions have $21B invested in Phillips 66 in 2020 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 390 increasing their positions, 556 reducing their positions, and 120 closing their positions.

Holders
1,266
Holders Change
+48
Holders Change %
+3.94%
% of All Funds
26.03%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.25%
New
174
Increased
390
Reduced
556
Closed
120
Calls
$227M
Puts
$159M
Net Calls
+$67.9M
Net Calls Change
+$39.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$533M
2
UBS Group
2
UBS Group
Switzerland
$200M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$339M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$607M
5
State Street
5
State Street
Massachusetts
$1.83B

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.11B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$30.7M
3
DZ Bank
3
DZ Bank
Germany
$19.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.74B
5
Deutsche Bank
5
Deutsche Bank
Germany
$76.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$64.8M 901,554 -35,278 -4%
Citigroup
52
Citigroup
New York
$64.3M 894,028 +93,585 +12%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$64M 890,448 -131,439 -13%
DekaBank Deutsche Girozentrale
54
DekaBank Deutsche Girozentrale
Germany
$62.1M 911,434 -30,762 -3%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$61.1M 849,903 -18,652 -2%
RJA
56
Raymond James & Associates
Florida
$60.7M 844,138 -91,987 -10%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$59.2M 823,609 +137,470 +20%
CWM
58
CIBC World Markets
New York
$56.5M 786,374 +10,920 +1%
ACM
59
Alta Capital Management
Utah
$54.7M 760,431 +8,782 +1%
Principal Financial Group
60
Principal Financial Group
Iowa
$50.9M 708,298 +20,989 +3%
APG Asset Management
61
APG Asset Management
Netherlands
$50.1M 782,965 -325,452 -29%
CCMG
62
Clark Capital Management Group
Pennsylvania
$48.3M 671,635 +203,500 +43%
RP
63
RR Partners
New York
$48M 667,968 – –
Jacobs Levy Equity Management
64
Jacobs Levy Equity Management
New Jersey
$45.2M 627,989 -338,914 -35%
Fayez Sarofim & Co
65
Fayez Sarofim & Co
Texas
$44.6M 620,416 -33,078 -5%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$44.5M 619,260 -8,994 -1%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$44.2M 614,615 -58,376 -9%
National Pension Service
68
National Pension Service
South Korea
$43M 597,426 -46,794 -7%
M&T Bank
69
M&T Bank
New York
$42.3M 588,703 -5,918 -1%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$42.3M 588,385 -19,175 -3%
AIA
71
Avalon Investment & Advisory
Texas
$41.7M 579,658 +140,172 +32%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.2M 585,740 -707 -0.1%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$38.1M 530,120 -102,919 -16%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$35.4M 492,154 -23,707 -5%
Boston Partners
75
Boston Partners
Massachusetts
$34.7M 482,518 -37,722 -7%
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