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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 %
Aberdeen Group
76
Aberdeen Group
United Kingdom
$34.4M 478,760 +136,192 +40%
ZIM
77
Zacks Investment Management
Illinois
$34.2M 475,169 -21,258 -4%
Barclays
78
Barclays
United Kingdom
$32.6M 453,251 +42,627 +10%
KACA
79
Kayne Anderson Capital Advisors
California
$32.4M 450,700 +274,500 +156%
First Trust Advisors
80
First Trust Advisors
Illinois
$30.7M 426,880 -1,671,140 -80%
RCM
81
RNC Capital Management
California
$30.4M 422,772 +32,055 +8%
Allianz Asset Management
82
Allianz Asset Management
Germany
$30.3M 421,952 +64,188 +18%
BCM
83
Bridgeway Capital Management
Texas
$30.1M 418,493 -122,000 -23%
Canada Life
84
Canada Life
Manitoba, Canada
$29.7M 414,740 -381,991 -48%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$29.7M 412,561 +28,123 +7%
PI
86
Putnam Investments
Massachusetts
$29.6M 411,502 -44,067 -10%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$28.8M 400,056 +86,900 +28%
Robeco Institutional Asset Management
88
Robeco Institutional Asset Management
Netherlands
$28.6M 397,873 -245,423 -38%
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$27.8M 386,375 -42,130 -10%
RMDI
90
R.M. Davis Inc
Maine
$27.8M 386,228 -28,013 -7%
EIP
91
Easterly Investment Partners
Massachusetts
$26.9M 374,250 +374,250 New
ORIO
92
Old Republic International (ORI)
Illinois
$26.8M 372,500 – –
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$26.8M 372,308 +33,970 +10%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$26.6M 369,533 -28,675 -7%
TBC
95
Tweedy, Browne Co
Connecticut
$26M 361,715 -467 -0.1%
Chevy Chase Trust
96
Chevy Chase Trust
Maryland
$25.5M 354,042 -28,736 -8%
American Century Companies
97
American Century Companies
Missouri
$25M 347,474 +52,995 +18%
DK
98
Darrell & King
Virginia
$24.3M 338,173 +338,173 New
ERSOT
99
Employees Retirement System of Texas
Texas
$23.8M 330,773 +122,633 +59%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$23.1M 321,511 -17,685 -5%
2 3
4
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