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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 %
PI
151
PineBridge Investments
New York
$24.9M +$23.4M +209,942 +1,532%
AIMCA
152
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$24.6M +$24.6M +220,500 New
PAMU
153
Pictet Asset Management (UK)
United Kingdom
$24.5M -$624K -5,600 -2%
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$24.4M +$1.64M +14,730 +7%
QIM
155
Quantitative Investment Management
Virginia
$24.1M +$24.1M +216,498 New
Caisse de Depot et Placement du Quebec (CDPQ)
156
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23.7M -$4.5M -40,422 -16%
Schroder Investment Management Group
157
Schroder Investment Management Group
United Kingdom
$23M +$15.5M +138,958 +205%
GT
158
Glenmede Trust
Pennsylvania
$23M +$5.28M +47,436 +30%
Treasurer of the State of North Carolina
159
Treasurer of the State of North Carolina
North Carolina
$22.3M +$225K +2,020 +1%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$22.3M +$2.69M +24,185 +14%
DDPIC
161
Deroy & Devereaux Private Investment Counsel
Michigan
$21.8M +$164K +1,468 +0.8%
Retirement Systems of Alabama
162
Retirement Systems of Alabama
Alabama
$21.8M -$126K -1,132 -0.6%
ANRF
163
Adams Natural Resources Fund
Maryland
$21.5M +$6.14M +55,100 +40%
ACI
164
AMP Capital Investors
Australia
$21.5M -$1.66M -15,005 -7%
KACA
165
Kayne Anderson Capital Advisors
California
$21.2M -$12.2M -109,200 -36%
CAM
166
Cidel Asset Management
Ontario, Canada
$21.2M +$2.72M +24,397 +15%
Natixis Advisors
167
Natixis Advisors
Massachusetts
$20.1M +$342K +3,073 +2%
SOADOR
168
State of Alaska Department of Revenue
Alaska
$19.9M +$2.5M +22,457 +14%
Ninety One (UK)
169
Ninety One (UK)
United Kingdom
$19.6M +$831K +7,456 +4%
Royal London Asset Management
170
Royal London Asset Management
United Kingdom
$19.6M +$536K +4,857 +3%
AIP
171
ARS Investment Partners
New York
$19.4M +$967K +8,683 +5%
ASRS
172
Arizona State Retirement System
Arizona
$19.4M +$2.76M +24,789 +17%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$19.3M -$677K -6,078 -3%
AIG
174
American International Group
New York
$19M -$292K -2,617 -2%
IC
175
InterOcean Capital
Illinois
$18.9M -$1.29M -11,546 -6%
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