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Phillips 66
PSX

Overview Fund Activity

1,276 hedge funds and large institutions have $36.8B invested in Phillips 66 in 2017 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 383 increasing their positions, 476 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+131
Holders Change %
+11.44%
% of All Funds
28.98%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.43%
New
193
Increased
383
Reduced
476
Closed
50
Calls
$322M
Puts
$382M
Net Calls
-$60M
Net Calls Change
-$108M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
2
EIP
Epoch Investment Partners
New York
$188M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$117M
4
BCM
Bridgeway Capital Management
Texas
$44.6M
5
State Street
State Street
Massachusetts
$2.3B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$412M
2
O
OppenheimerFunds
New York
$38.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$805M
4
First Eagle Investment Management
First Eagle Investment Management
New York
$0
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
226
WesBanco Bank
West Virginia
$7.52M -$124K -1,221 -2%
RFM
227
Royal Fund Management
Florida
$7.51M -$79K -781 -1%
JIC
228
Johnson Investment Counsel
Ohio
$7.32M -$168K -1,665 -2%
MI
229
Markston International
New York
$7.31M -$937K -9,261 -11%
GAM
230
Gotham Asset Management
New York
$7.25M +$6.89M +68,081 +1,882%
OAM
231
Oppenheimer Asset Management
New York
$7.24M – – –
DHFB
232
Dixon Hubard Feinour & Brown
Virginia
$7.22M +$7.22M +71,419 New
CCM
233
Cadence Capital Management
Massachusetts
$7.22M -$187K -1,848 -3%
TNBTD
234
Trustmark National Bank Trust Department
Mississippi
$7.21M +$35K +346 +0.5%
LTFS
235
Ladenburg Thalmann Financial Services
Florida
$7.13M -$685K -6,767 -9%
RFC
236
Regions Financial Corp
Alabama
$7.02M -$113K -1,117 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
237
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7M +$6.68M +66,000 +2,063%
MIM
238
Montgomery Investment Management
Maryland
$7M -$15.2K -150 -0.2%
Bank of Nova Scotia
239
Bank of Nova Scotia
Ontario, Canada
$6.91M -$5.24M -51,757 -43%
EIM
240
ExxonMobil Investment Management
Texas
$6.91M -$1.03M -10,145 -13%
ECM
241
ETrade Capital Management
Virginia
$6.76M +$1M +9,888 +17%
HAI
242
Hennessy Advisors Inc
California
$6.76M – – –
Mitsubishi UFJ Asset Management
243
Mitsubishi UFJ Asset Management
Japan
$6.75M +$10.3K +101 +0.2%
MLICM
244
Metropolitan Life Insurance Company (MetLife)
New York
$6.75M -$13.9M -137,472 -67%
Truist Financial
245
Truist Financial
North Carolina
$6.66M -$99.4K -983 -1%
WG
246
Winton Group
United Kingdom
$6.59M +$5.82M +57,508 +754%
B
247
BP
United Kingdom
$6.58M – – –
GIM
248
Greylin Investment Management
Virginia
$6.56M -$164K -1,625 -2%
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$6.56M +$60.7K +600 +0.9%
V
250
Veritable
Delaware
$6.55M -$1.76M -17,438 -21%
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