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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 %
AB
276
Amalgamated Bank
New York
$5.55M +$494K +4,881 +10%
MAM
277
Meeder Asset Management
Ohio
$5.52M -$374K -3,694 -6%
MOACM
278
Mutual of America Capital Management
New York
$5.5M +$45.7K +452 +0.8%
AQR Capital Management
279
AQR Capital Management
Connecticut
$5.4M +$2.74M +27,111 +103%
PAI
280
Pittenger & Anderson Inc
Nebraska
$5.4M -$19.2K -190 -0.4%
SPIA
281
Steward Partners Investment Advisory
New York
$5.39M +$56.9K +563 +1%
ISL
282
Ingalls & Snyder LLC
New York
$5.34M +$4.25K +42 +0.1%
RBA
283
Richard Bernstein Advisors
New York
$5.32M +$409K +4,041 +8%
SAM
284
Shell Asset Management
Netherlands
$5.19M +$732K +7,233 +16%
QI
285
QS Investors
New York
$5.07M -$211K -2,087 -4%
RC
286
RBF Capital
California
$5.06M – – –
FNBOMD
287
First National Bank of Mount Dora
Florida
$5.05M -$79.9K -790 -2%
BCP
288
Blue Chip Partners
Michigan
$5.03M -$27.9K -276 -0.6%
DA
289
Denali Advisors
California
$5M -$30.3K -300 -0.6%
WC
290
Whitney & Co
New York
$4.97M +$164K +1,620 +3%
RJT
291
Raymond James Trust
Florida
$4.96M +$6.88K +68 +0.1%
DILIC
292
Dai-ichi Life Insurance Company
Japan
$4.92M – – –
RC
293
RegentAtlantic Capital
New Jersey
$4.9M -$234K -2,309 -5%
KC
294
Kepos Capital
New York
$4.83M +$1.14M +11,228 +31%
DP
295
Delta Partners
Massachusetts
$4.8M – – –
SC
296
SouthState Corp
Florida
$4.77M +$35.6K +352 +0.8%
NC
297
Northpointe Capital
Michigan
$4.71M +$1.15M +11,337 +32%
CM
298
Caption Management
Oklahoma
$4.69M +$4.69M +46,400 New
Caisse de Depot et Placement du Quebec (CDPQ)
299
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.59M -$7.65M -75,617 -63%
CIBC Asset Management
300
CIBC Asset Management
Ontario, Canada
$4.57M +$161K +1,593 +4%
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