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Phillips 66
PSX

Overview Fund Activity

1,399 hedge funds and large institutions have $30.7B invested in Phillips 66 in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 556 increasing their positions, 503 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+44
Holders Change %
+3.25%
% of All Funds
30.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
124
Increased
556
Reduced
503
Closed
66
Calls
$258M
Puts
$165M
Net Calls
+$93M
Net Calls Change
+$82.5M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$437M
2
AQR Capital Management
AQR Capital Management
Connecticut
$315M
3
Wells Fargo
Wells Fargo
California
$863M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$197M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.36B

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$528M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$878M
3
Millennium Management
Millennium Management
New York
$52.7M
4
BlackRock
BlackRock
New York
$2.92B
5
Renaissance Technologies
Renaissance Technologies
New York
$60M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
126
Panagora Asset Management
Massachusetts
$29.1M -$30.9M -324,622 -52%
GIA
127
Gateway Investment Advisers
Ohio
$29M -$954K -10,025 -3%
KACA
128
Kayne Anderson Capital Advisors
California
$28.6M -$2.02M -21,200 -7%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.6M -$182K -1,917 -0.6%
BAMF
130
BI Asset Management Fondsmaeglerselskab
Denmark
$27.7M +$8.66M +91,013 +45%
SEI Investments
131
SEI Investments
Pennsylvania
$27.7M +$12.4M +129,944 +81%
Caisse de Depot et Placement du Quebec (CDPQ)
132
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$27.6M +$3.77M +39,600 +16%
RHBC
133
R.H. Bluestein & Co
Michigan
$27.3M +$2.42M +25,379 +10%
Toronto Dominion Bank
134
Toronto Dominion Bank
Ontario, Canada
$26.7M +$3.75M +39,457 +16%
O
135
OppenheimerFunds
New York
$26.4M -$2.15M -22,619 -8%
GF
136
Gabelli Funds
New York
$26M +$476K +5,000 +2%
PWAG
137
Polaris Wealth Advisory Group
California
$25.7M +$25M +262,515 +3,249%
Ninety One (UK)
138
Ninety One (UK)
United Kingdom
$25.6M -$3.34M -35,062 -12%
HPC
139
HM Payson & Co
Maine
$25.4M +$25.1M +263,336 +8,581%
TD Asset Management
140
TD Asset Management
Ontario, Canada
$25.1M -$1.31M -13,788 -5%
Robeco Institutional Asset Management
141
Robeco Institutional Asset Management
Netherlands
$25M -$458K -4,817 -2%
QI
142
QS Investors
New York
$24.6M +$1.26M +13,239 +5%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$24.5M +$28.6K +300 +0.1%
NIPH
144
NN Investment Partners Holdings
Netherlands
$24.5M +$21.7M +227,591 +770%
ARG
145
Advisory Resource Group
Oklahoma
$24.4M +$755K +8,906 +3%
Victory Capital Management
146
Victory Capital Management
Texas
$24.4M -$2.2M -23,103 -8%
ACI
147
AMP Capital Investors
Australia
$23.8M -$780K -8,157 -3%
ORIO
148
Old Republic International (ORI)
Illinois
$23.4M -$238K -2,500 -1%
MSV
149
MN Services Vermogensbeheer
Netherlands
$23.3M +$295K +3,100 +1%
SO
150
STRS Ohio
Ohio
$23M +$46.1K +484 +0.2%
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