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Phillips 66

1,228 hedge funds and large institutions have $21.1B invested in Phillips 66 in 2020 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 355 increasing their positions, 514 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,228
Holders Change
+103
Holders Change %
+9.16%
% of All Funds
21.79%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
212
Increased
355
Reduced
514
Closed
95
Calls
$373M
Puts
$253M
Net Calls
+$120M
Net Calls Change
+$98.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SOAMC
201
Spirit of America Management Corp
New York
$6.42M
RIA
202
Recurrent Investment Advisors
Texas
$6.32M +$736K +10,523 +13%
MSL
203
Mackay Shields LLC
New York
$6.31M -$817K -11,688 -11%
MML Investors Services
204
MML Investors Services
Massachusetts
$6.29M +$2.32M +33,192 +59%
RJT
205
Raymond James Trust
Florida
$6.2M +$126K +1,802 +2%
KCM
206
Kornitzer Capital Management
Kansas
$6.17M -$247K -3,525 -4%
URS
207
Utah Retirement Systems
Utah
$6.11M +$259K +3,700 +4%
COPPSERS
208
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.05M +$2.14M +30,578 +55%
M
209
MOTCO
Texas
$5.95M -$56.4K -806 -0.9%
OAM
210
Oppenheimer Asset Management
New York
$5.9M -$144K -2,052 -2%
WSFS
211
Wilmington Savings Fund Society
Delaware
$5.87M -$129K -1,843 -2%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$5.84M -$3.51M -50,239 -38%
DZ Bank
213
DZ Bank
Germany
$5.81M +$139K +1,965 +2%
IMPI
214
Ilmarinen Mutual Pension Insurance
Finland
$5.79M +$2.41M +34,400 +71%
SCA
215
Salient Capital Advisors
Texas
$5.73M +$5.16M +73,715 +898%
HTI
216
Hikari Tsushin Inc
Japan
$5.72M
DIP
217
DT Investment Partners
Pennsylvania
$5.72M
DPIM
218
Duff & Phelps Investment Management
Illinois
$5.68M
JPMPWA
219
J.P. Morgan Private Wealth Advisors
California
$5.64M -$395K -5,649 -7%
Capstone Investment Advisors
220
Capstone Investment Advisors
New York
$5.56M -$2.44M -34,849 -30%
UIM
221
USS Investment Management
United Kingdom
$5.55M -$1.88M -26,900 -25%
State of Tennessee, Department of Treasury
222
State of Tennessee, Department of Treasury
Tennessee
$5.48M -$685K -9,789 -11%
SWM
223
Stockman Wealth Management
Montana
$5.45M +$124K +1,768 +2%
VFM
224
Viking Fund Management
North Dakota
$5.43M -$49K -700 -0.9%
Robeco Institutional Asset Management
225
Robeco Institutional Asset Management
Netherlands
$5.39M -$10.6M -151,619 -66%