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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 %
CCG
251
Chatham Capital Group
Georgia
$6.42M -$30.3K -300 -0.5%
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
$6.39M -$488K -4,829 -7%
Schroder Investment Management Group
253
Schroder Investment Management Group
United Kingdom
$6.3M -$2.06M -20,398 -25%
Baird Financial Group
254
Baird Financial Group
Wisconsin
$6.28M +$161K +1,593 +3%
COPPSERS
255
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.26M +$523K +5,169 +9%
GT
256
Glenmede Trust
Pennsylvania
$6.23M -$16.3M -161,384 -72%
BC
257
Brinker Capital
Pennsylvania
$6.2M -$1.88M -18,561 -23%
CAM
258
Congress Asset Management
Massachusetts
$6.19M – – –
TAF
259
Tredje AP-fonden
Sweden
$6.1M -$651K -6,440 -10%
FG
260
Fiduciary Group
Georgia
$6.09M +$35.5K +351 +0.6%
MSA
261
Mason Street Advisors
Wisconsin
$6.05M +$20.6K +204 +0.3%
Natixis Advisors
262
Natixis Advisors
Massachusetts
$6M -$631K -6,235 -10%
CA
263
Cullinan Associates
Kentucky
$5.98M -$1.67M -16,545 -22%
CCT
264
Country Club Trust
Missouri
$5.94M -$303K -2,999 -5%
GI
265
GAMCO Investors
Connecticut
$5.91M +$1.61M +15,910 +37%
MA
266
MUFG Americas
New York
$5.82M +$192K +1,902 +3%
MHC
267
Meyer Handelman Company
New York
$5.81M – – –
MSV
268
MN Services Vermogensbeheer
Netherlands
$5.75M -$337K -4,000 -6%
CTC
269
Central Trust Company
Missouri
$5.67M -$88K -870 -2%
BIM
270
Bridgecreek Investment Management
Oklahoma
$5.65M -$20.2K -200 -0.4%
William Blair & Company
271
William Blair & Company
Illinois
$5.64M -$40.5K -400 -0.7%
SB
272
Suntrust Banks
Georgia
$5.63M +$1.37M +13,568 +32%
CGH
273
Crossmark Global Holdings
Texas
$5.59M -$7.18M -71,015 -56%
NAM
274
Nissay Asset Management
Japan
$5.57M +$5.57M +55,061 New
SWM
275
SVA Wealth Management
Wisconsin
$5.55M -$67.7K -669 -1%
9 10
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