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Phillips 66
PSX

Overview Fund Activity

1,535 hedge funds and large institutions have $34.3B invested in Phillips 66 in 2019 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 514 increasing their positions, 565 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,535
Holders Change
+148
Holders Change %
+10.67%
% of All Funds
30.31%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
224
Increased
514
Reduced
565
Closed
55
Calls
$274M
Puts
$354M
Net Calls
-$80.4M
Net Calls Change
-$153M

Top Buyers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$763M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$214M
3
Truist Financial
3
Truist Financial
North Carolina
$182M
4
Goldman Sachs
4
Goldman Sachs
New York
$428M
5
DZ Bank
5
DZ Bank
Germany
$249M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$747M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$25.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$573M
4
BlackRock
4
BlackRock
New York
$3.39B
5
Deutsche Bank
5
Deutsche Bank
Germany
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
1526
Capstone Investment Advisors
New York
$1K -$118K -1,302 -99%
NR
1527
Newfound Research
Massachusetts
$1K -$333 -3 -25%
TFA
1528
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
LAS
1529
Lloyd Advisory Services
Georgia
$1K +$1K +8 New
PW
1530
Price Wealth
Texas
$1K +$1K +12 New
FCH
1531
Freestone Capital Holdings
Washington
$450 +$76 +683 +20%
NDSI
1532
Newman Dignan & Sheerar Inc
Rhode Island
$207 +$207 +1,854 New
PGAM
1533
Princeton Global Asset Management
New Jersey
$45 +$45 +408 New
LS
1534
Leelyn Smith
Illinois
$18 +$18 +164 New
LCM
1535
Laurion Capital Management
New York
– -$40.4M -394,675 Closed
LPU
1536
Lansdowne Partners (UK)
United Kingdom
– -$31.8M -310,380 Closed
UIM
1537
USS Investment Management
United Kingdom
– -$31.4M -306,800 Closed
Balyasny Asset Management
1538
Balyasny Asset Management
Illinois
– -$22.4M -219,172 Closed
ZIG
1539
Zurich Insurance Group
Switzerland
– -$15.5M -151,323 Closed
DP
1540
DSAM Partners
United Kingdom
– -$7.17M -70,000 Closed
BA
1541
Bridgewater Associates
Connecticut
– -$2.99M -29,236 Closed
PI
1542
PGGM Investments
Netherlands
– -$2.78M -27,160 Closed
Impax Asset Management Group
1543
Impax Asset Management Group
United Kingdom
– -$924K -9,027 Closed
SI
1544
SCP Investment
California
– -$819K -8,000 Closed
DTL
1545
Dynamic Technology Lab
Singapore
– -$670K -6,542 Closed
PHK
1546
Point72 Hong Kong
Hong Kong
– -$652K -6,371 Closed
AIM
1547
Axiom Investment Management
New York
– -$650K -6,313 Closed
TSS
1548
Two Sigma Securities
New York
– -$568K -5,548 Closed
EMG
1549
Ellington Management Group
Connecticut
– -$471K -4,600 Closed
VI
1550
Versor Investments
New York
– -$451K -4,400 Closed
60 61
62
63 64