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Phillips 66
PSX

1,222 hedge funds and large institutions have $16B invested in Phillips 66 in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 416 increasing their positions, 589 reducing their positions, and 384 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $143M | Put options by funds: $115M

1.34% less ownership

Funds ownership: 69.4% → 68.07% (-1.3%)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

21% less funds holding

Funds holding: 1,539 → 1,222 (-317)

29% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 589

53% less capital invested

Capital invested by funds: $34.4B → $16B (-$18.3B)

77% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 384

Holders
1,222
Holders Change
-317
Holders Change %
-20.6%
% of All Funds
26.92%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
87
Increased
416
Reduced
589
Closed
384
Calls
$143M
Puts
$115M
Net Calls
+$28.3M
Net Calls Change
+$109M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$142M
2
BlackRock
BlackRock
New York
+$96.7M
3
Victory Capital Management
Victory Capital Management
Texas
+$73.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$68.9M
5
EVM
Eaton Vance Management
Massachusetts
+$64.9M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$214M
2
Goldman Sachs
Goldman Sachs
New York
-$170M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$130M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$108M
5
JP Morgan Chase
JP Morgan Chase
New York
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1276
Horizon Investments
North Carolina
– -$1.42M -12,709 Closed
HS
1277
Haafor (Singapore)
Singapore
– -$1.39M -12,497 Closed
JSC
1278
Jackson Square Capital
California
– -$1.37M -12,301 Closed
3C
1279
361 Capital
Colorado
– -$1.35M -12,148 Closed
HT
1280
HighTower Trust
Texas
– -$1.35M -12,087 Closed
BBNA
1281
Bremer Bank National Association
Minnesota
– -$1.33M -11,955 Closed
BCM
1282
Bluefin Capital Management
New York
– -$1.31M -11,748 Closed
QT
1283
Quantamental Technologies
New York
– -$1.25M -11,220 Closed
AIP
1284
Ahrens Investment Partners
Louisiana
– -$1.2M -10,722 Closed
SKK
1285
Shepherd Kaplan Krochuk
Massachusetts
– -$1.19M -10,639 Closed
SM
1286
Sciencast Management
New Jersey
– -$1.1M -10,481 Closed
ICM
1287
Islay Capital Management
Texas
– -$1.14M -10,234 Closed
Los Angeles Capital Management
1288
Los Angeles Capital Management
California
– -$1.13M -10,096 Closed
PG
1289
Pendal Group
Australia
– -$1.12M -10,024 Closed
ZCA
1290
Zeke Capital Advisors
Pennsylvania
– -$1.11M -9,933 Closed
LAM
1291
Lingohr Asset Management
Germany
– -$1.08M -9,800 Closed
SIM
1292
Spark Investment Management
New York
– -$1.09M -9,800 Closed
Wealth Enhancement Advisory Services
1293
Wealth Enhancement Advisory Services
Minnesota
– -$1.09M -9,750 Closed
PAS
1294
Park Avenue Securities
New York
– -$1.08M -9,679 Closed
RMCM
1295
Reynders McVeigh Capital Management
Massachusetts
– -$1.06M -9,494 Closed
WA
1296
Wheatland Advisors
Pennsylvania
– -$1.06M -9,490 Closed
ACM
1297
Arlington Capital Management
Illinois
– -$1.01M -9,074 Closed
KC
1298
Kepos Capital
New York
– -$1.01M -9,041 Closed
RIM
1299
Redwood Investment Management
Arizona
– -$993K -8,910 Closed
NIT
1300
NumerixS Investment Technologies
British Columbia, Canada
– -$992K -8,900 Closed
50 51
52
53 54

PSX Hedge Fund Activity: Q1 2020 in Review

1,222 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q1 2020, worth a combined $16B — down 53% from $34.4B a quarter earlier.

Sellers outnumbered buyers: 384 funds closed out of PSX and 87 opened new positions — a net loss of 297 holders — while 589 trimmed existing stakes and 416 added.

The largest buyer was State Street, adding an estimated $142M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $214M sold.

  • 1,222 institutional investors held Phillips 66 (PSX) as of Q1 2020, down from 1,539 in Q4 2019.
  • Funds reported $16B of Phillips 66 stock for Q1 2020, down 53% quarter-over-quarter.
  • 87 funds opened new Phillips 66 positions in Q1 2020 and 384 closed out, a net change of -297 holders.
  • The largest Phillips 66 buyer in Q1 2020 was State Street, an estimated $142M added.
  • The largest Phillips 66 seller in Q1 2020 was Renaissance Technologies, an estimated $214M sold.

Based on aggregated 13F filings for Q1 2020.