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Phillips 66
PSX

Overview Fund Activity

1,265 hedge funds and large institutions have $25B invested in Phillips 66 in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 434 increasing their positions, 493 reducing their positions, and 83 closing their positions.

Holders
1,265
Holders Change
+37
Holders Change %
+3.01%
% of All Funds
22.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
132
Increased
434
Reduced
493
Closed
83
Calls
$400M
Puts
$224M
Net Calls
+$176M
Net Calls Change
+$56.2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$2.37B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$93.4M
3
KBC Group
3
KBC Group
Belgium
$101M
4
PPA
4
Parametric Portfolio Associates
Washington
$237M
5
Bank of America
5
Bank of America
North Carolina
$535M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$249M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$333M
3
PP
3
Prudential plc
United Kingdom
$10.9M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$115M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$707M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$60.6M 743,741 -21,000 -3%
Truist Financial
52
Truist Financial
North Carolina
$60.5M 741,453 -277,985 -27%
NSLI
53
Nan Shan Life Insurance
Taiwan
$58.7M 719,771 +140,251 +24%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$57.3M 702,551 -49,650 -7%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$57.2M 698,093 +233,720 +50%
RP
56
RR Partners
New York
$54.5M 667,968 – –
Principal Financial Group
57
Principal Financial Group
Iowa
$52.6M 644,630 -29,759 -4%
RJA
58
Raymond James & Associates
Florida
$52.6M 644,614 -67,772 -10%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$49.4M 606,406 -15,410 -2%
National Pension Service
60
National Pension Service
South Korea
$48.8M 598,506 -28,413 -5%
Axa
61
Axa
France
$46.3M 568,189 +542,386 +2,102%
Fayez Sarofim & Co
62
Fayez Sarofim & Co
Texas
$46.2M 566,163 -20,017 -3%
M&T Bank
63
M&T Bank
New York
$45.9M 563,171 -13,416 -2%
Barclays
64
Barclays
United Kingdom
$45.5M 557,382 +76,449 +16%
AIA
65
Avalon Investment & Advisory
Texas
$43.6M 534,550 +27,191 +5%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.3M 531,288 -14,909 -3%
Bank of Nova Scotia
67
Bank of Nova Scotia
Ontario, Canada
$42.2M 517,341 +34,688 +7%
ZIM
68
Zacks Investment Management
Illinois
$41.7M 511,063 -19,233 -4%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$41.7M 511,047 -35,376 -6%
WRF
70
Waddell & Reed Financial
Kansas
$40.7M 499,146 -12,180 -2%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$39.9M 489,701 +20,900 +4%
Boston Partners
72
Boston Partners
Massachusetts
$39.9M 489,306 -52,890 -10%
Aberdeen Group
73
Aberdeen Group
United Kingdom
$39.7M 486,118 -13,461 -3%
CWM
74
CIBC World Markets
New York
$39.5M 484,957 -38,844 -7%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$36.9M 452,172 +82,308 +22%
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