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Phillips 66
PSX

Overview Fund Activity

1,265 hedge funds and large institutions have $25B invested in Phillips 66 in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 434 increasing their positions, 493 reducing their positions, and 83 closing their positions.

Holders
1,265
Holders Change
+37
Holders Change %
+3.01%
% of All Funds
22.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
132
Increased
434
Reduced
493
Closed
83
Calls
$400M
Puts
$224M
Net Calls
+$176M
Net Calls Change
+$56.2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$2.37B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$93.4M
3
KBC Group
3
KBC Group
Belgium
$101M
4
PPA
4
Parametric Portfolio Associates
Washington
$237M
5
Bank of America
5
Bank of America
North Carolina
$535M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$249M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$333M
3
PP
3
Prudential plc
United Kingdom
$10.9M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$115M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$707M
Name Market Value Shares Shares
Change 		Shares
Change %
1832 Asset Management
1276
1832 Asset Management
Ontario, Canada
– – -44,300 Closed
WF
1277
WoodTrust Financial
Wisconsin
– – -39,803 Closed
WMSA
1278
Weiss Multi-Strategy Advisers
New York
– – -35,328 Closed
CIC
1279
Cornercap Investment Counsel
Georgia
– – -34,109 Closed
IG
1280
ING Group
Netherlands
– – -28,972 Closed
SM
1281
Sciencast Management
New Jersey
– – -26,298 Closed
VEA
1282
Virtus ETF Advisers
New York
– – -25,114 Closed
TAIM
1283
Te Ahumairangi Investment Management
New Zealand
– – -23,200 Closed
FLI
1284
Family Legacy Inc
South Carolina
– – -15,271 Closed
FC
1285
FCA Corp
Texas
– – -14,808 Closed
FI
1286
FormulaFolio Investments
Michigan
– – -14,486 Closed
AC
1287
Athanor Capital
New York
– – -14,424 Closed
SS
1288
Simplicity Solutions
Minnesota
– – -11,365 Closed
O
1289
Ossiam
France
– – -11,213 Closed
KJHP
1290
K.J. Harrison & Partners
Ontario, Canada
– – -7,700 Closed
SSA
1291
South Street Advisors
New York
– – -6,540 Closed
NW
1292
NewEdge Wealth
Pennsylvania
– – -5,901 Closed
BFM
1293
Boothbay Fund Management
New York
– – -5,336 Closed
CB
1294
Cadence Bank
Mississippi
– – -5,239 Closed
LAM
1295
Lingohr Asset Management
Germany
– – -5,100 Closed
UFG
1296
United Fire Group
Iowa
– – -5,029 Closed
JWM
1297
JFG Wealth Management
Colorado
– – -4,534 Closed
BIM
1298
Bridges Investment Management
Nebraska
– – -4,049 Closed
IHL
1299
Investment House LLC
California
– – -3,781 Closed
WIC
1300
Woodmont Investment Counsel
Tennessee
– – -3,637 Closed
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52
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