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Phillips 66
PSX

Overview Fund Activity

1,535 hedge funds and large institutions have $34.3B invested in Phillips 66 in 2019 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 514 increasing their positions, 565 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,535
Holders Change
+148
Holders Change %
+10.67%
% of All Funds
30.31%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
224
Increased
514
Reduced
565
Closed
55
Calls
$274M
Puts
$354M
Net Calls
-$80.4M
Net Calls Change
-$153M

Top Buyers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$763M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$214M
3
Truist Financial
3
Truist Financial
North Carolina
$182M
4
Goldman Sachs
4
Goldman Sachs
New York
$428M
5
DZ Bank
5
DZ Bank
Germany
$249M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$747M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$25.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$573M
4
BlackRock
4
BlackRock
New York
$3.39B
5
Deutsche Bank
5
Deutsche Bank
Germany
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
101
Martingale Asset Management
Massachusetts
$45.2M +$16.1M +144,164 +55%
GAM
102
Gotham Asset Management
New York
$42.8M +$42.8M +384,100 New
RCM
103
RNC Capital Management
California
$42.2M +$1.82M +16,374 +5%
Squarepoint
104
Squarepoint
New York
$42.1M +$19.4M +173,955 +85%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$41.9M -$403K -3,614 -1%
NIPH
106
NN Investment Partners Holdings
Netherlands
$41.7M -$9.73M -87,379 -19%
PI
107
Putnam Investments
Massachusetts
$41.5M -$1.85M -16,581 -4%
ACM
108
Alta Capital Management
Utah
$40.9M -$1.11M -9,981 -3%
TBC
109
Tweedy, Browne Co
Connecticut
$40.6M -$46.7K -419 -0.1%
MSE
110
MUFG Securities EMEA
United Kingdom
$39.9M +$39.9M +358,425 New
KeyBank National Association
111
KeyBank National Association
Ohio
$39.7M -$150K -1,347 -0.4%
RFC
112
Regions Financial Corp
Alabama
$39.5M -$5.07M -4,476 -11%
QI
113
QS Investors
New York
$38.6M +$2.37M +21,154 +7%
KBC Group
114
KBC Group
Belgium
$38.5M +$22.1M +198,309 +135%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$38M +$621K +5,577 +2%
Federated Hermes
116
Federated Hermes
Pennsylvania
$37.9M +$25.5M +229,063 +206%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$37.8M -$2.53M -22,704 -6%
Man Group
118
Man Group
United Kingdom
$37.2M +$25.6M +229,807 +221%
Voloridge Investment Management
119
Voloridge Investment Management
Florida
$36.3M +$27.3M +244,963 +304%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$35M -$1.64M -14,746 -4%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.5M +$2.68M +24,076 +8%
Aberdeen Group
122
Aberdeen Group
United Kingdom
$34.3M -$552K -4,958 -2%
SEI Investments
123
SEI Investments
Pennsylvania
$34M +$4.83M +43,407 +17%
Massachusetts Financial Services
124
Massachusetts Financial Services
Massachusetts
$33.7M -$58.8M -527,442 -64%
TAM
125
Todd Asset Management
Kentucky
$33.7M -$374K -3,360 -1%
3 4
5
6 7