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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 %
WRF
101
Waddell & Reed Financial
Kansas
$41.3M +$824K +8,661 +2%
CWM
102
CIBC World Markets
New York
$39.8M -$22.2M -232,859 -36%
RMDI
103
R.M. Davis Inc
Maine
$38.6M -$257K -2,696 -0.7%
Mitsubishi UFJ Trust & Banking
104
Mitsubishi UFJ Trust & Banking
Japan
$37.9M +$236K +2,469 +0.6%
AG
105
Aperio Group
California
$37.9M +$2.67M +28,024 +8%
RCM
106
RNC Capital Management
California
$36.3M +$253K +2,654 +0.7%
PI
107
Putnam Investments
Massachusetts
$36.1M +$40.9K +430 +0.1%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$35.9M -$5.41M -56,840 -13%
CCMG
109
Clark Capital Management Group
Pennsylvania
$35.3M +$34.9M +366,828 +7,983%
TBC
110
Tweedy, Browne Co
Connecticut
$34.9M -$149K -1,563 -0.4%
KeyBank National Association
111
KeyBank National Association
Ohio
$34.9M -$678K -7,123 -2%
GAM
112
Gotham Asset Management
New York
$34.1M +$16.1M +168,972 +89%
VRS
113
Virginia Retirement Systems
Virginia
$33.9M +$1.08M +11,400 +3%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$33.5M +$54.3K +576 +0.2%
UIM
115
USS Investment Management
United Kingdom
$33.4M – – –
H
116
Hexavest
Quebec, Canada
$32.2M +$4.71M +49,494 +17%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$31.6M +$401K +4,210 +1%
AIA
118
Avalon Investment & Advisory
Texas
$31.2M +$30.8M +324,110 +8,574%
TAM
119
Todd Asset Management
Kentucky
$31M +$14.7M +154,414 +90%
US Bancorp
120
US Bancorp
Minnesota
$30.8M -$514K -5,404 -2%
Stifel Financial
121
Stifel Financial
Missouri
$30.6M +$1.28M +13,397 +4%
ICA
122
Infrastructure Capital Advisors
New York
$30.4M +$16.4M +172,310 +117%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$29.5M +$14.3M +150,300 +94%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$29.3M +$2.53M +26,606 +9%
BTS
125
BB&T Securities
Virginia
$29.3M +$6.91M +72,624 +31%
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