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Phillips 66
PSX

Overview Fund Activity

1,778 hedge funds and large institutions have $44.7B invested in Phillips 66 in 2023 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 565 increasing their positions, 675 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
+126
Holders Change %
+7.63%
% of All Funds
26.07%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.47%
New
254
Increased
565
Reduced
675
Closed
102
Calls
$849M
Puts
$636M
Net Calls
+$213M
Net Calls Change
+$118M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.87B
2
Harris Associates
Harris Associates
Illinois
$919M
3
Boston Partners
Boston Partners
Massachusetts
$513M
4
Barclays
Barclays
United Kingdom
$1.42B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.45B

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
$757M
2
State Street
State Street
Massachusetts
$3.91B
3
Bank of America
Bank of America
North Carolina
$691M
4
Millennium Management
Millennium Management
New York
$24.2M
5
Aberdeen Group
Aberdeen Group
United Kingdom
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
201
Marshall Wace
United Kingdom
$14.1M +$14.1M +105,551 New
AAS
202
Annex Advisory Services
Wisconsin
$13.8M +$1.39M +10,418 +11%
Janus Henderson Group
203
Janus Henderson Group
United Kingdom
$13.8M +$4.75M +35,702 +53%
HLCM
204
Hi-Line Capital Management
South Dakota
$13.8M -$1.29M -9,701 -9%
IMRF
205
Illinois Municipal Retirement Fund
Illinois
$13.5M -$4.48M -33,615 -25%
MNG
206
Manning & Napier Group
New York
$13.5M -$2.14M -16,110 -14%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$13.5M +$1.76M +13,232 +15%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$13.3M -$1.46M -11,001 -10%
BIM
209
Bridgecreek Investment Management
Oklahoma
$13.3M -$406K -3,050 -3%
MCM
210
Mattern Capital Management
Colorado
$13.2M +$52.9K +397 +0.4%
Retirement Systems of Alabama
211
Retirement Systems of Alabama
Alabama
$12.9M -$496K -3,722 -4%
GC
212
Guggenheim Capital
Illinois
$12.9M -$1.16M -8,691 -8%
AAM
213
Advisors Asset Management
Colorado
$12.8M -$1.01M -7,565 -7%
BG
214
Bollard Group
Massachusetts
$12.8M +$96.8K +727 +0.8%
COPPSERS
215
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.8M +$907K +6,812 +8%
KBC Group
216
KBC Group
Belgium
$12.8M -$6.75M -50,724 -35%
CIA
217
CCM Investment Advisers
South Carolina
$12.7M -$615K -4,616 -5%
Mirae Asset Global Investments
218
Mirae Asset Global Investments
South Korea
$12.5M -$5.25M -39,467 -30%
AHC
219
Adell Harriman & Carpenter
Texas
$12.1M +$137K +1,028 +1%
SCM
220
SKBA Capital Management
California
$12.1M -$1.68M -12,600 -12%
TPSF
221
Texas Permanent School Fund
Texas
$12.1M -$156K -1,170 -1%
OAM
222
Oppenheimer Asset Management
New York
$12.1M +$284K +2,136 +2%
II
223
IFM Investors
Australia
$12M -$79.4K -596 -0.7%
NA
224
NewEdge Advisors
Louisiana
$11.9M +$1.15M +8,706 +11%
MDCM
225
Morgan Dempsey Capital Management
Wisconsin
$11.9M -$3.55M -26,631 -23%
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