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Phillips 66
PSX

Overview Fund Activity

1,230 hedge funds and large institutions have $21.2B invested in Phillips 66 in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 464 increasing their positions, 466 reducing their positions, and 157 closing their positions.

Holders
1,230
Holders Change
-88
Holders Change %
-6.68%
% of All Funds
21.61%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
87
Increased
464
Reduced
466
Closed
157
Calls
$438M
Puts
$247M
Net Calls
+$191M
Net Calls Change
+$99M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$311M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$85.3M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$112M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$75.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$139M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$306M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$505M
4
BlackRock
4
BlackRock
New York
$2.31B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$26.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$51.1M 729,536 +83,431 +13%
ORIO
52
Old Republic International (ORI)
Illinois
$50.6M 722,500 – –
RCM
53
RNC Capital Management
California
$49.3M 703,703 +271,315 +63%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$49.1M 701,434 -130,420 -16%
Principal Financial Group
55
Principal Financial Group
Iowa
$49.1M 700,605 +26,109 +4%
Two Sigma Investments
56
Two Sigma Investments
New York
$49M 699,456 +676,756 +2,981%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$48.3M 689,909 -12,497 -2%
Renaissance Technologies
58
Renaissance Technologies
New York
$47.6M 679,600 +679,600 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$46.5M 664,355 -219,312 -25%
RJA
60
Raymond James & Associates
Florida
$46.2M 659,382 +38,632 +6%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$42.7M 610,039 +130,782 +27%
National Pension Service
62
National Pension Service
South Korea
$42M 600,241 -1,700 -0.3%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$41.4M 591,129 +248,296 +72%
Macquarie Group
64
Macquarie Group
Australia
$40.8M 582,499 -18,130 -3%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$39.8M 567,896 -30,742 -5%
Fayez Sarofim & Co
66
Fayez Sarofim & Co
Texas
$39.6M 566,030 +12,041 +2%
M&T Bank
67
M&T Bank
New York
$39.1M 558,407 -83 -0%
AIA
68
Avalon Investment & Advisory
Texas
$38.5M 549,138 -4,839 -0.9%
KACA
69
Kayne Anderson Capital Advisors
California
$38.1M 544,613 +89,000 +20%
Boston Partners
70
Boston Partners
Massachusetts
$36.5M 521,305 +15,940 +3%
Victory Capital Management
71
Victory Capital Management
Texas
$36M 514,567 -202,346 -28%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35M 500,251 -17,240 -3%
CWM
73
CIBC World Markets
New York
$32.8M 468,007 -5,711 -1%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$32.7M 467,035 -2,225 -0.5%
Canada Pension Plan Investment Board
75
Canada Pension Plan Investment Board
Ontario, Canada
$32.7M 466,713 +419,906 +897%
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