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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
CCM
1251
Coldstream Capital Management
Washington
– -$1.64M -31,706 Closed
HCM
1252
Horiko Capital Management
New York
– -$1.44M -27,807 Closed
BCI
1253
Brinker Capital Investments
Pennsylvania
– -$1.24M -23,889 Closed
B
1254
Barings
North Carolina
– -$1.1M -21,138 Closed
HT
1255
HAP Trading
New York
– -$1.16M -19,777 Closed
ALAM
1256
Asahi Life Asset Management
Japan
– -$854K -16,470 Closed
MF
1257
Magnetar Financial
Illinois
– -$850K -16,394 Closed
VF
1258
Virtu Financial
New York
– -$845K -16,294 Closed
MME
1259
Meag Munich Ergo
Germany
– -$768K -14,815 Closed
PR
1260
Payden & Rygel
California
– -$679K -13,100 Closed
LOAMS
1261
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$617K -11,909 Closed
TCM
1262
Twin Capital Management
Pennsylvania
– -$581K -11,208 Closed
PRC
1263
Pearl River Capital
Michigan
– -$534K -10,309 Closed
DCM
1264
Dupont Capital Management
Delaware
– -$531K -10,237 Closed
TIA
1265
Trust Investment Advisors
Indiana
– -$468K -9,035 Closed
WAOTB
1266
Wealth Advisors of Tampa Bay
Florida
– -$456K -8,800 Closed
AG
1267
Algert Global
California
– -$449K -8,659 Closed
TCBWMS
1268
Texas Capital Bank Wealth Management Services
Texas
– -$398K -7,670 Closed
EAM
1269
Erste Asset Management
Austria
– -$447K -7,620 Closed
GCC
1270
Guardian Capital (Canada)
Ontario, Canada
– -$373K -7,200 Closed
LC
1271
Lavaca Capital
Texas
– -$370K -7,133 Closed
Massachusetts Financial Services
1272
Massachusetts Financial Services
Massachusetts
– -$355K -6,854 Closed
SC
1273
Saturna Capital
Washington
– -$345K -6,659 Closed
FIA
1274
Foundations Investment Advisors
Arizona
– -$339K -6,637 Closed
TSS
1275
Two Sigma Securities
New York
– -$389K -6,627 Closed
49 50
51
52 53

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.