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Phillips 66
PSX

Overview Fund Activity

1,115 hedge funds and large institutions have $30B invested in Phillips 66 in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 377 increasing their positions, 463 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+3
Holders Change %
+0.27%
% of All Funds
27.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
80
Increased
377
Reduced
463
Closed
67
Calls
$339M
Puts
$226M
Net Calls
+$114M
Net Calls Change
+$266M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$108M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$82M
5
Millennium Management
Millennium Management
New York
+$79.5M

Top Sellers

1
NEAM
New England Asset Management
Connecticut
-$104M
2
LSV Asset Management
LSV Asset Management
Illinois
-$89.6M
3
State Street
State Street
Massachusetts
-$68.6M
4
Morgan Stanley
Morgan Stanley
New York
-$63.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$62.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
251
Chatham Capital Group
Georgia
$5.29M -$134K -1,625 -2%
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$5.24M -$974K -11,776 -16%
CTC
253
Central Trust Company
Missouri
$5.19M -$227K -2,750 -4%
MLL
254
Moody Lynn & Lieberson
Massachusetts
$5.18M -$1.38M -16,671 -21%
Baird Financial Group
255
Baird Financial Group
Wisconsin
$5.14M +$219K +2,654 +4%
CWM
256
CIBC World Markets
New York
$5.13M -$4.11M -49,738 -45%
MA
257
MUFG Americas
New York
$5.11M -$57K -689 -1%
CAM
258
Congress Asset Management
Massachusetts
$5.08M – – –
NIPH
259
NN Investment Partners Holdings
Netherlands
$5.04M -$30.4K -368 -0.6%
MSA
260
Mason Street Advisors
Wisconsin
$5.03M -$6.62K -80 -0.1%
CCT
261
Country Club Trust
Missouri
$5.02M +$2.16M +26,063 +75%
RC
262
RegentAtlantic Capital
New Jersey
$5M -$1,000K -12,092 -17%
SI
263
SII Investments
Wisconsin
$4.77M -$1.06M -12,820 -18%
N
264
Natixis
France
$4.75M +$4.45M +53,792 +1,459%
MHC
265
Meyer Handelman Company
New York
$4.75M -$103K -1,250 -2%
NAMA
266
Nikko Asset Management Americas
New York
$4.71M – – –
COPPSERS
267
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.68M +$2.81K +34 +0.1%
PAI
268
Pittenger & Anderson Inc
Nebraska
$4.65M -$242K -2,925 -5%
BIM
269
Bridgecreek Investment Management
Oklahoma
$4.64M +$185K +2,235 +4%
William Blair & Company
270
William Blair & Company
Illinois
$4.64M +$654K +7,909 +16%
ISL
271
Ingalls & Snyder LLC
New York
$4.63M +$96.2K +1,163 +2%
AL
272
AJO LP
Pennsylvania
$4.63M +$4.63M +55,952 New
Natixis Advisors
273
Natixis Advisors
Massachusetts
$4.59M +$278K +3,364 +6%
HAG
274
HighPoint Advisor Group
Illinois
$4.57M – – –
HT
275
HAP Trading
New York
$4.54M +$3.38M +40,821 +289%
9 10
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