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Phillips 66
PSX

Overview Fund Activity

1,265 hedge funds and large institutions have $25B invested in Phillips 66 in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 434 increasing their positions, 493 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,265
Holders Change
+37
Holders Change %
+3.01%
% of All Funds
22.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
132
Increased
434
Reduced
493
Closed
83
Calls
$400M
Puts
$224M
Net Calls
+$176M
Net Calls Change
+$56.2M

Top Buyers

1
State Street
State Street
Massachusetts
$2.37B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$93.4M
3
KBC Group
KBC Group
Belgium
$101M
4
PPA
Parametric Portfolio Associates
Washington
$237M
5
Bank of America
Bank of America
North Carolina
$535M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$249M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$333M
3
PP
Prudential plc
United Kingdom
$10.9M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$115M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$707M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
176
WesBanco Bank
West Virginia
$9M +$9M +110,430 New
BL
177
BCWM LLC
Kansas
$8.99M +$64.7K +793 +0.7%
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$8.98M +$95.8K +1,175 +1%
PIM
179
Perpetual Investment Management
Australia
$8.95M -$12.7K -156 -0.1%
SOMRS
180
State of Michigan Retirement System
Michigan
$8.94M -$16.3K -200 -0.2%
Comerica Bank
181
Comerica Bank
Texas
$8.75M +$266K +3,473 +3%
EB
182
Eastern Bank
Massachusetts
$8.71M +$2.49M +30,516 +40%
WAM
183
Wallington Asset Management
Indiana
$8.57M +$159K +1,955 +2%
BCM
184
Bourgeon Capital Management
Connecticut
$8.51M -$809K -9,920 -9%
MIM
185
MetLife Investment Management
New Jersey
$8.49M -$162K -1,991 -2%
OPCM
186
Osborne Partners Capital Management
California
$8.41M +$119K +1,459 +1%
CIA
187
CCM Investment Advisers
South Carolina
$8.04M +$493K +6,044 +7%
AAM
188
Advisors Asset Management
Colorado
$7.98M +$328K +4,026 +4%
TRCT
189
Tower Research Capital (TRC)
New York
$7.9M +$5.24M +64,261 +197%
HIMC
190
Heritage Investors Management Corp
Maryland
$7.85M -$76.7K -941 -1%
Janus Henderson Group
191
Janus Henderson Group
United Kingdom
$7.82M -$23.3M -285,198 -75%
Nomura Asset Management
192
Nomura Asset Management
Japan
$7.73M -$88.6K -1,087 -1%
MCM
193
Mattern Capital Management
Colorado
$7.51M -$268K -3,291 -3%
IA
194
Icon Advisers
Colorado
$7.5M +$6.2M +76,000 +475%
SCM
195
Shelton Capital Management
Colorado
$7.39M +$5.46M +67,003 +283%
GIBU
196
Gulf International Bank (UK)
United Kingdom
$7.34M -$783K -9,600 -10%
COPPSERS
197
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.33M +$284K +3,478 +4%
Macquarie Group
198
Macquarie Group
Australia
$7.33M -$3.61M -44,286 -33%
SOAMC
199
Spirit of America Management Corp
New York
$7.33M -$163K -2,000 -2%
RJT
200
Raymond James Trust
Florida
$7.27M +$37.6K +461 +0.5%
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