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Phillips 66
PSX

Overview Fund Activity

1,230 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.

Holders
1,230
Holders Change
-88
Holders Change %
-6.68%
% of All Funds
21.61%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
87
Increased
464
Reduced
466
Closed
157
Calls
$438M
Puts
$247M
Net Calls
+$191M
Net Calls Change
+$99M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$311M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$85.3M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$112M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$75.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$139M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$306M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$505M
4
BlackRock
4
BlackRock
New York
$2.31B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$26.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CGH
151
Crossmark Global Holdings
Texas
$9.64M 137,691 -5,369 -4%
Vontobel Holding
152
Vontobel Holding
Switzerland
$9.63M 137,483 +5,915 +4%
RIA
153
Recurrent Investment Advisors
Texas
$9.47M 135,151 +31,244 +30%
Aviva
154
Aviva
United Kingdom
$9.37M 133,846 -7,569 -5%
GC
155
Guggenheim Capital
Illinois
$9.29M 132,628 -3,438 -3%
GC
156
Gratus Capital
Georgia
$9.2M 131,427 +7,287 +6%
AIG
157
American International Group
New York
$9.16M 130,796 -2,786 -2%
MML Investors Services
158
MML Investors Services
Massachusetts
$9.15M 130,646 -13,853 -10%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$8.83M 126,138 -12,691 -9%
UIM
160
USS Investment Management
United Kingdom
$8.83M 126,095 +46,768 +59%
ASRS
161
Arizona State Retirement System
Arizona
$8.55M 122,104 -312 -0.3%
JGC
162
J. Goldman & Co
New York
$8.41M 120,121 +117,544 +4,561%
AB
163
Amalgamated Bank
New York
$8.37M 119,489 -4,136 -3%
WI
164
Wintrust Investments
Illinois
$8.35M 114,072 +16,382 +17%
RIA
165
RPG Investment Advisory
California
$8.18M 116,841 +1,728 +2%
OPCM
166
Osborne Partners Capital Management
California
$8.12M 115,931 +7,715 +7%
AAIM
167
American Assets Investment Management
California
$8.07M 115,300 – –
BTCPP
168
Border to Coast Pensions Partnership
United Kingdom
$8.03M 111,450 – –
Marshall Wace
169
Marshall Wace
United Kingdom
$8.02M 114,488 +105,899 +1,233%
N
170
Natixis
France
$7.94M 113,312 +54,698 +93%
LKIM
171
Lawson Kroeker Investment Management
Nebraska
$7.93M 113,288 -1,430 -1%
ANRF
172
Adams Natural Resources Fund
Maryland
$7.9M 112,775 -5,400 -5%
CIA
173
CCM Investment Advisers
South Carolina
$7.85M 112,156 +13,238 +13%
KBC Group
174
KBC Group
Belgium
$7.83M 111,856 -970,178 -90%
BIM
175
Bridgecreek Investment Management
Oklahoma
$7.81M 111,460 +5,225 +5%
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