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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 %
MOACM
276
Mutual of America Capital Management
New York
$4.17M -$16.8K -212 -0.4%
Natixis Advisors
277
Natixis Advisors
Massachusetts
$4.13M -$3.55M -44,864 -46%
Thrivent Financial for Lutherans
278
Thrivent Financial for Lutherans
Minnesota
$4.12M +$18.2K +230 +0.4%
WAM
279
World Asset Management
Michigan
$4.11M +$308K +3,891 +8%
SWM
280
SVA Wealth Management
Wisconsin
$4.03M +$232K +2,930 +6%
BCP
281
Blue Chip Partners
Michigan
$3.97M -$20K -253 -0.5%
RC
282
RBF Capital
California
$3.96M – – –
MIM
283
Midwest Investment Management
Ohio
$3.95M -$107K -1,350 -3%
RJT
284
Raymond James Trust
Florida
$3.92M +$55.7K +703 +1%
VIA
285
Virtus Investment Advisers
Connecticut
$3.91M -$2.26M -28,562 -37%
SC
286
SouthState Corp
Florida
$3.88M -$954K -12,045 -20%
RBA
287
Richard Bernstein Advisors
New York
$3.84M – – –
SOAMC
288
Spirit of America Management Corp
New York
$3.83M – – –
William Blair & Company
289
William Blair & Company
Illinois
$3.78M +$558K +7,097 +17%
DILIC
290
Dai-ichi Life Insurance Company
Japan
$3.78M -$2.99M -37,721 -44%
WC
291
Whitney & Co
New York
$3.78M +$57.8K +730 +2%
CCG
292
Cypress Capital Group
Florida
$3.73M -$610K -7,700 -14%
TAF
293
Tredje AP-fonden
Sweden
$3.71M +$99.8K +1,260 +3%
JG
294
Jefferies Group
New York
$3.69M +$2.49M +31,382 +206%
QI
295
QS Investors
New York
$3.65M +$2.62M +33,085 +255%
FWCM
296
Ferguson Wellman Capital Management
Oregon
$3.61M -$4.83K -61 -0.1%
SAM
297
Shell Asset Management
Netherlands
$3.6M +$104K +1,316 +3%
FG
298
Fiduciary Group
Georgia
$3.56M +$422K +5,321 +13%
NMERB
299
New Mexico Educational Retirement Board
New Mexico
$3.54M -$206K -2,600 -5%
FP
300
FDO Partners
Massachusetts
$3.52M +$3.52M +44,461 New
10 11
12
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