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Phillips 66
PSX

1,234 hedge funds and large institutions have $21.1B invested in Phillips 66 in 2020 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 357 increasing their positions, 516 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 3 → 8 (+5)

125% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 95

47% more call options, than puts

Call options by funds: $373M | Put options by funds: $253M

38% more capital invested

Capital invested by funds: $15.3B → $21.1B (+$5.83B)

9% more funds holding

Funds holding: 1,129 → 1,234 (+105)

1.42% more ownership

Funds ownership: 67.4% → 68.82% (+1.4%)

31% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 516

Holders
1,234
Holders Change
+105
Holders Change %
+9.3%
% of All Funds
21.84%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
214
Increased
357
Reduced
516
Closed
95
Calls
$373M
Puts
$253M
Net Calls
+$120M
Net Calls Change
+$98.5M

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$219M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$205M
3
BlackRock
BlackRock
New York
+$146M
4
Ameriprise
Ameriprise
Minnesota
+$143M
5
State Street
State Street
Massachusetts
+$73.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$145M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$98.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$80M
4
CVA
Ceredex Value Advisors
Florida
-$50.6M
5
Goldman Sachs
Goldman Sachs
New York
-$44.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1226
Bogart Wealth LLC
Virginia
$1K +$822 +14 +1,400%
NCM
1227
New Capital Management
Texas
$1K +$1.06K +18 New
JMF
1228
Johnson Midwest Financial
Iowa
$1K +$1.11K +19 New
WIM
1229
Westside Investment Management
California
$104 – – –
TI
1230
tru Independence
Oregon
$33 +$15.7K +268 +134%
CVA
1231
Ceredex Value Advisors
Florida
– -$50.6M -976,500 Closed
Two Sigma Advisers
1232
Two Sigma Advisers
New York
– -$22.1M -427,101 Closed
Jacobs Levy Equity Management
1233
Jacobs Levy Equity Management
New Jersey
– -$18.4M -355,555 Closed
CCMG
1234
Clark Capital Management Group
Pennsylvania
– -$16.5M -317,756 Closed
QIM
1235
Quantitative Investment Management
Virginia
– -$7.96M -153,488 Closed
ECM
1236
ExodusPoint Capital Management
New York
– -$7.65M -147,512 Closed
FAF
1237
Fjarde Ap-fonden
Sweden
– -$7.59M -146,333 Closed
Renaissance Technologies
1238
Renaissance Technologies
New York
– -$6.26M -120,800 Closed
Voloridge Investment Management
1239
Voloridge Investment Management
Florida
– -$6.06M -116,984 Closed
GAI
1240
General American Investors
New York
– -$5.49M -105,984 Closed
AAF
1241
Andra AP-fonden
Sweden
– -$4.6M -88,700 Closed
Two Sigma Investments
1242
Two Sigma Investments
New York
– -$5.16M -87,964 Closed
MLM
1243
Mount Lucas Management
Pennsylvania
– -$3.74M -72,188 Closed
GH
1244
GAM Holding
Switzerland
– -$3.11M -60,060 Closed
MSE
1245
MUFG Securities EMEA
United Kingdom
– -$2.81M -54,100 Closed
AAM
1246
Aureus Asset Management
Massachusetts
– -$2.44M -47,118 Closed
CC
1247
Cipher Capital
New York
– -$2.42M -46,757 Closed
Tudor Investment Corp
1248
Tudor Investment Corp
Connecticut
– -$2.17M -41,758 Closed
Twin Tree Management
1249
Twin Tree Management
Texas
– -$2.22M -37,893 Closed
AL
1250
AJO LP
Pennsylvania
– -$1.71M -32,918 Closed
48 49
50
51 52

PSX Hedge Fund Activity: Q4 2020 in Review

1,234 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q4 2020, worth a combined $21.1B — up 38% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new PSX positions and 95 closed out — a net gain of 119 holders — while 357 added to existing stakes and 516 trimmed.

The largest buyer was Wells Fargo, adding an estimated $219M. The largest seller was JP Morgan Chase, cutting an estimated $145M.

  • 1,234 institutional investors held Phillips 66 (PSX) as of Q4 2020, up from 1,129 in Q3 2020.
  • Funds reported $21.1B of Phillips 66 stock for Q4 2020, up 38% quarter-over-quarter.
  • 214 funds opened new Phillips 66 positions in Q4 2020 and 95 closed out, a net change of +119 holders.
  • The largest Phillips 66 buyer in Q4 2020 was Wells Fargo, an estimated $219M added.
  • The largest Phillips 66 seller in Q4 2020 was JP Morgan Chase, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2020.