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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 %
AG
201
Advisor Group
Arizona
$13.3M -$573K -5,140 -4%
JPMPWA
202
J.P. Morgan Private Wealth Advisors
California
$13.2M -$251K -2,253 -2%
Bank of Nova Scotia
203
Bank of Nova Scotia
Ontario, Canada
$13.2M -$25.7M -230,865 -66%
MIM
204
MetLife Investment Management
New Jersey
$13.2M -$448K -4,021 -3%
SFI
205
Susquehanna Fundamental Investments
Pennsylvania
$12.9M – – –
Comerica Bank
206
Comerica Bank
Texas
$12.8M +$307K +3,183 +2%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$12.6M +$171K +1,531 +1%
GAI
208
General American Investors
New York
$12.6M -$3.34M -30,000 -21%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$12.4M +$976K +8,762 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
210
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.3M +$12.3M +110,500 New
ABC
211
Associated Banc-Corp
Wisconsin
$12.3M +$211K +1,898 +2%
GIBU
212
Gulf International Bank (UK)
United Kingdom
$12M -$23.4K -210 -0.2%
SOMRS
213
State of Michigan Retirement System
Michigan
$12M -$44.6K -400 -0.4%
EB
214
Eastern Bank
Massachusetts
$11.9M +$128K +1,153 +1%
BCIM
215
British Columbia Investment Management
British Columbia, Canada
$11.8M +$240K +2,157 +2%
VC
216
Vestor Capital
Illinois
$11.7M +$270K +2,421 +2%
WAM
217
Wallington Asset Management
Indiana
$11.6M +$106K +950 +0.9%
Public Sector Pension Investment Board (PSP Investments)
218
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.5M +$1.76M +15,813 +18%
ProShare Advisors
219
ProShare Advisors
Maryland
$11.4M +$2.79M +25,026 +33%
PIA
220
Piedmont Investment Advisors
North Carolina
$11.3M +$185K +1,659 +2%
FWIA
221
Fort Washington Investment Advisors
Ohio
$11.2M +$2.56M +22,973 +30%
PHAM
222
Pacific Heights Asset Management
California
$11.1M – – –
KCM
223
Kornitzer Capital Management
Kansas
$11.1M -$751K -6,741 -6%
Nomura Asset Management
224
Nomura Asset Management
Japan
$11M -$725K -6,509 -6%
SSA
225
South Street Advisors
New York
$10.9M +$26.6K +239 +0.2%
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