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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 %
BC
251
Brinker Capital
Pennsylvania
$5.16M -$141K -1,774 -3%
B
252
BP
United Kingdom
$5.15M – – –
Janus Henderson Group
253
Janus Henderson Group
United Kingdom
$5.11M +$55.4K +700 +1%
Truist Financial
254
Truist Financial
North Carolina
$5.08M +$1.15M +14,515 +29%
MA
255
MUFG Americas
New York
$4.95M -$63K -795 -1%
CAM
256
Congress Asset Management
Massachusetts
$4.87M -$42.5K -536 -0.9%
NIPH
257
NN Investment Partners Holdings
Netherlands
$4.85M -$310K -3,918 -6%
MSA
258
Mason Street Advisors
Wisconsin
$4.83M +$31.8K +402 +0.7%
Baird Financial Group
259
Baird Financial Group
Wisconsin
$4.71M +$550K +6,948 +13%
PAI
260
Pittenger & Anderson Inc
Nebraska
$4.69M -$311K -3,925 -6%
AG
261
Advisor Group
Arizona
$4.67M -$34.4K -434 -0.7%
MHC
262
Meyer Handelman Company
New York
$4.65M – – –
HAG
263
HighPoint Advisor Group
Illinois
$4.57M +$4.21M +36,671 +1,179%
PA
264
Pinnacle Associates
New York
$4.56M -$6.23M -78,646 -58%
NAMA
265
Nikko Asset Management Americas
New York
$4.52M +$269K +3,400 +6%
Lazard Asset Management
266
Lazard Asset Management
New York
$4.49M -$5.34M -67,356 -54%
COPPSERS
267
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.48M -$4.66M -58,769 -51%
FNBOMD
268
First National Bank of Mount Dora
Florida
$4.47M +$367K +4,637 +9%
BG
269
Bollard Group
Massachusetts
$4.4M +$343K +4,334 +8%
ISL
270
Ingalls & Snyder LLC
New York
$4.34M -$25K -315 -0.6%
Millennium Management
271
Millennium Management
New York
$4.28M -$5.63M -71,128 -57%
BIM
272
Bridgecreek Investment Management
Oklahoma
$4.26M +$140K +1,770 +3%
BCM
273
Baltimore Capital Management
Maryland
$4.26M +$4.26M +53,710 New
ECM
274
ETrade Capital Management
Virginia
$4.24M +$921K +11,629 +28%
SG Americas Securities
275
SG Americas Securities
New York
$4.2M -$1.51M -19,078 -26%
9 10
11
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