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Phillips 66
PSX

Overview Fund Activity

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.11B
2
O
OppenheimerFunds
New York
+$312M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$129M
4
ClearBridge Investments
ClearBridge Investments
New York
+$111M
5
NEAM
New England Asset Management
Connecticut
+$104M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$306M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
3
Capital World Investors
Capital World Investors
California
-$131M
4
IAM
Iridian Asset Management
Connecticut
-$117M
5
HFA
Harvest Fund Advisors
Pennsylvania
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
226
WesBanco Bank
West Virginia
$6.13M -$120K -1,510 -2%
CA
227
Cullinan Associates
Kentucky
$6.1M +$67.6K +853 +1%
CCM
228
Cadence Capital Management
Massachusetts
$6.09M -$140K -1,766 -2%
CONA
229
Capital One National Association
New York
$6.05M -$482K -6,078 -7%
TNBTD
230
Trustmark National Bank Trust Department
Mississippi
$6.04M +$1.42M +17,905 +31%
RFM
231
Royal Fund Management
Florida
$6M +$2.17M +27,433 +57%
GI
232
Gradient Investments
Minnesota
$5.99M +$5.98M +75,521 +55,125%
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$5.95M +$194K +2,444 +3%
BNP Paribas Asset Management
234
BNP Paribas Asset Management
France
$5.92M -$539K -6,799 -8%
RC
235
RegentAtlantic Capital
New Jersey
$5.75M -$1.32M -16,692 -19%
Canada Pension Plan Investment Board
236
Canada Pension Plan Investment Board
Ontario, Canada
$5.64M +$3.7M +46,683 +190%
Nomura Asset Management
237
Nomura Asset Management
Japan
$5.64M +$42.9K +542 +0.8%
SI
238
SII Investments
Wisconsin
$5.59M +$130K +1,638 +2%
LC
239
Lincoln Capital
Nebraska
$5.52M +$34.5K +435 +0.6%
MIM
240
Montgomery Investment Management
Maryland
$5.49M -$792 -10 -0%
HAI
241
Hennessy Advisors Inc
California
$5.48M +$5.48M +69,200 New
PI
242
Putnam Investments
Massachusetts
$5.43M -$184K -2,324 -3%
VIP
243
Vantage Investment Partners
Missouri
$5.42M -$1.36M -17,161 -20%
MI
244
Markston International
New York
$5.37M +$177K +2,239 +3%
GIM
245
Greylin Investment Management
Virginia
$5.37M +$5.37M +67,750 New
CA
246
Commerzbank Aktiengesellschaft
Germany
$5.29M +$1.24M +15,624 +31%
Two Sigma Investments
247
Two Sigma Investments
New York
$5.23M +$5.23M +66,002 New
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$5.21M -$485K -6,116 -9%
CCG
249
Chatham Capital Group
Georgia
$5.2M +$302K +3,815 +6%
CTC
250
Central Trust Company
Missouri
$5.19M -$143K -1,807 -3%
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