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Phillips 66
PSX

Overview Fund Activity

1,354 hedge funds and large institutions have $29.3B invested in Phillips 66 in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 515 increasing their positions, 525 reducing their positions, and 103 closing their positions.

Holders
1,354
Holders Change
-45
Holders Change %
-3.22%
% of All Funds
29.45%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.17%
New
77
Increased
515
Reduced
525
Closed
103
Calls
$320M
Puts
$242M
Net Calls
+$77.9M
Net Calls Change
-$15.1M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$350M
2
Wells Fargo
2
Wells Fargo
California
$1.02B
3
EIP
3
Epoch Investment Partners
New York
$267M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.41B
5
WRF
5
Waddell & Reed Financial
Kansas
$141M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$648M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$170M
3
Goldman Sachs
3
Goldman Sachs
New York
$354M
4
Deutsche Bank
4
Deutsche Bank
Germany
$244M
5
APG Asset Management
5
APG Asset Management
Netherlands
$130M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
201
PDT Partners
New York
$10.5M 112,400 +24,900 +28%
KCM
202
Kornitzer Capital Management
Kansas
$10.4M 111,088 -1,000 -0.9%
VC
203
Vestor Capital
Illinois
$10.3M 109,914 +2,341 +2%
Macquarie Group
204
Macquarie Group
Australia
$10.2M 109,520 +1,750 +2%
Holocene Advisors
205
Holocene Advisors
New York
$10.2M 109,370 +55,398 +103%
ABC
206
Associated Banc-Corp
Wisconsin
$10M 107,191 +663 +0.6%
GIBU
207
Gulf International Bank (UK)
United Kingdom
$9.99M 106,762 -416 -0.4%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$9.9M 105,805 +33,882 +47%
LM
209
Luminus Management
Texas
$9.85M 105,251 -62,695 -37%
VFM
210
Viking Fund Management
North Dakota
$9.82M 105,000 +15,000 +17%
EB
211
Eastern Bank
Massachusetts
$9.77M 104,451 +4,377 +4%
AG
212
Advisor Group
Arizona
$9.64M 103,006 +13,016 +14%
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$9.61M 102,708 +2,253 +2%
GI
214
Gradient Investments
Minnesota
$9.56M 102,148 +21,761 +27%
CDH
215
Charles D. Hyman
$9.53M 101,833 -134 -0.1%
SCM
216
SKBA Capital Management
California
$9.51M 101,650 +6,100 +6%
WAM
217
Wallington Asset Management
Indiana
$9.48M 101,323 +2,440 +2%
Creative Planning
218
Creative Planning
Kansas
$9.43M 100,803 -3,553 -3%
Mackenzie Financial
219
Mackenzie Financial
Ontario, Canada
$9.38M 100,284 -23,290 -19%
SOMRS
220
State of Michigan Retirement System
Michigan
$9.36M 100,035 -20,900 -17%
PHAM
221
Pacific Heights Asset Management
California
$9.35M 100,000 – –
DA
222
Denali Advisors
California
$9.35M 99,900 +28,200 +39%
Rafferty Asset Management
223
Rafferty Asset Management
New York
$9.3M 99,448 +74,104 +292%
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$9.15M 97,841 -3,636 -4%
State of Tennessee, Department of Treasury
225
State of Tennessee, Department of Treasury
Tennessee
$9M 96,248 -467,405 -83%
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9
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