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Phillips 66

1,231 hedge funds and large institutions have $21.2B invested in Phillips 66 in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 464 increasing their positions, 466 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less capital invested

Capital invested by funds: $26.3B → $21.2B (-$5.1B)

45% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 157

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$438M
Puts
$247M
Net Calls
Net Calls Change

Top Buyers

1 +$265M
2 +$82.9M
3 +$80.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$73.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$62.2M

Top Sellers

1 -$418M
2 -$109M
3 -$96.2M
4
BlackRock
BlackRock
New York
-$76.6M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$76.2M
Name Holding Trade Value Shares
Change
Change in
Stake
1326
1327
1328
1329
1330
1331
1332
1333
1334
1335
1336
1337
1338
1339
1340
1341
1342
1343
1344
1345
1346
1347
1348
1349
1350