Phillips 66
1,234 hedge funds and large institutions have $21.1B invested in Phillips 66 in 2020 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 357 increasing their positions, 516 reducing their positions, and 95 closing their positions.
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
125% more first-time investments, than exits
New positions opened: 214 | Existing positions closed: 95
47% more call options, than puts
Call options by funds: $373M | Put options by funds: $253M
38% more capital invested
Capital invested by funds: $15.3B → $21.1B (+$5.83B)
9% more funds holding
Funds holding: 1,129 → 1,234 (+105)
1.42% more ownership
Funds ownership: 67.4% → 68.82% (+1.4%)
31% less repeat investments, than reductions
Existing positions increased: 357 | Existing positions reduced: 516
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$219M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$205M |
| 3 |
BlackRock
New York
|
+$146M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$143M |
| 5 |
State Street
Boston,
Massachusetts
|
+$73.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$145M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$98.6M |
| 3 |
Neuberger Berman Group
New York
|
-$80M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$50.6M |
| 5 |
Goldman Sachs
New York
|
-$44.2M |
PSX Hedge Fund Activity: Q4 2020 in Review
1,234 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q4 2020, worth a combined $21.1B — up 38% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 214 funds opened new PSX positions and 95 closed out — a net gain of 119 holders — while 357 added to existing stakes and 516 trimmed.
The largest buyer was Wells Fargo, adding an estimated $219M. The largest seller was JP Morgan Chase, cutting an estimated $145M.
- 1,234 institutional investors held Phillips 66 (PSX) as of Q4 2020, up from 1,129 in Q3 2020.
- Funds reported $21.1B of Phillips 66 stock for Q4 2020, up 38% quarter-over-quarter.
- 214 funds opened new Phillips 66 positions in Q4 2020 and 95 closed out, a net change of +119 holders.
- The largest Phillips 66 buyer in Q4 2020 was Wells Fargo, an estimated $219M added.
- The largest Phillips 66 seller in Q4 2020 was JP Morgan Chase, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2020.