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Phillips 66
PSX

Overview Fund Activity

1,399 hedge funds and large institutions have $30.7B invested in Phillips 66 in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 556 increasing their positions, 503 reducing their positions, and 66 closing their positions.

Holders
1,399
Holders Change
+44
Holders Change %
+3.25%
% of All Funds
30.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
124
Increased
556
Reduced
503
Closed
66
Calls
$258M
Puts
$165M
Net Calls
+$93M
Net Calls Change
+$82.5M

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$437M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$315M
3
Wells Fargo
3
Wells Fargo
California
$863M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$197M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.36B

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$528M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$878M
3
Millennium Management
3
Millennium Management
New York
$52.7M
4
BlackRock
4
BlackRock
New York
$2.92B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$60M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
76
Bridgeway Capital Management
Texas
$60.3M -$1.92M -20,200 -3%
Renaissance Technologies
77
Renaissance Technologies
New York
$60M -$85.1M -894,700 -59%
First Trust Advisors
78
First Trust Advisors
Illinois
$59.7M -$26.7M -280,892 -31%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$59M -$216K -2,271 -0.4%
M&T Bank
80
M&T Bank
New York
$59M -$791K -8,316 -1%
USAA
81
United Services Automobile Association
Texas
$58.8M +$5.64M +59,238 +11%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$57M +$7.36M +77,330 +15%
CS
83
Credit Suisse
Switzerland
$56.3M -$27.1M -284,714 -32%
NSLI
84
Nan Shan Life Insurance
Taiwan
$54.5M +$54.5M +573,143 New
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$53.6M +$5.84M +61,372 +12%
Millennium Management
86
Millennium Management
New York
$52.7M -$151M -1,588,040 -74%
BGIM
87
Brandywine Global Investment Management
Pennsylvania
$52.1M -$2.06M -21,688 -4%
Bank of Nova Scotia
88
Bank of Nova Scotia
Ontario, Canada
$50.2M +$29.1M +306,043 +138%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$50.2M +$438K +4,600 +0.9%
RCAMU
90
Rothschild & Co Asset Management US
Connecticut
$48.8M +$350K +3,682 +0.7%
HCM
91
Hamlin Capital Management
New York
$48.4M +$8.4M +88,255 +21%
Citadel Advisors
92
Citadel Advisors
Florida
$47.9M +$25.6M +269,305 +115%
ACM
93
Alta Capital Management
Utah
$46.9M +$185K +1,940 +0.4%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46M -$2.52M -26,453 -5%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$46M -$662K -6,961 -1%
ZIM
96
Zacks Investment Management
Illinois
$45.6M +$12.4M +130,262 +37%
CGM
97
Capital Growth Management
Massachusetts
$45.2M +$8.09M +85,000 +22%
National Pension Service
98
National Pension Service
South Korea
$44.8M +$1.63M +17,159 +4%
Jacobs Levy Equity Management
99
Jacobs Levy Equity Management
New Jersey
$43.7M +$3.57M +37,550 +9%
AIMCA
100
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$43.6M -$1.54M -16,200 -3%
2 3
4
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