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Phillips 66
PSX

Overview Fund Activity

1,151 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2016 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 379 increasing their positions, 442 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,151
Holders Change
+67
Holders Change %
+6.18%
% of All Funds
28.82%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.38%
New
146
Increased
379
Reduced
442
Closed
64
Calls
$355M
Puts
$390M
Net Calls
-$34.7M
Net Calls Change
-$202M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$144M
2
RL
2
Ruffer LLP
United Kingdom
$87.3M
3
State Street
3
State Street
Massachusetts
$2B
4
Asset Management One
4
Asset Management One
Japan
$70.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.67B

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$183M
2
Deutsche Bank
2
Deutsche Bank
Germany
$153M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
JHIU
4
Janus Henderson Investors US
Colorado
$101M
5
Barclays
5
Barclays
United Kingdom
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
301
New Mexico Educational Retirement Board
New Mexico
$4.09M – – –
WC
302
Whitney & Co
New York
$4.06M +$99.8K +1,155 +3%
FNBOO
303
First National Bank of Omaha
Nebraska
$4.05M -$68.4K -791 -2%
TAF
304
Tredje AP-fonden
Sweden
$3.94M +$209K +2,421 +6%
FWCM
305
Ferguson Wellman Capital Management
Oregon
$3.94M +$167K +1,929 +4%
IRF
306
IBM Retirement Fund
New York
$3.84M -$20.2K -223 -0.5%
SBH
307
Segall Bryant & Hamill
Illinois
$3.82M +$83.1K +962 +2%
SAM
308
Securian Asset Management
Minnesota
$3.81M +$40.1K +464 +1%
SAM
309
Shell Asset Management
Netherlands
$3.81M +$594K +6,876 +18%
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$3.75M +$366K +4,239 +11%
FQ
311
First Quadrant
California
$3.73M -$5.36K -62 -0.1%
CBT
312
Central Bank & Trust
Kentucky
$3.72M -$45.2K -523 -1%
CIBC Asset Management
313
CIBC Asset Management
Ontario, Canada
$3.67M -$43.2K -500 -1%
PWLP
314
Prio Wealth Limited Partnership
Massachusetts
$3.66M – – –
Wealth Enhancement Advisory Services
315
Wealth Enhancement Advisory Services
Minnesota
$3.65M +$2.76M +31,907 +308%
ECM
316
ETrade Capital Management
Virginia
$3.62M +$452K +5,236 +14%
FCBT
317
First Citizens Bank & Trust
North Carolina
$3.61M -$1.15M -13,283 -24%
BL
318
BCWM LLC
Kansas
$3.6M +$10K +116 +0.3%
WIM
319
Wilen Investment Management
Florida
$3.57M -$17.2K -200 -0.5%
BTW
320
Boston Trust Walden
Massachusetts
$3.56M -$1.13M -13,050 -24%
MPAM
321
Murphy Pohlad Asset Management
Minnesota
$3.55M +$6.05K +70 +0.2%
William Blair & Company
322
William Blair & Company
Illinois
$3.55M +$50.8K +588 +1%
OC
323
Oppenheimer & Co
New York
$3.54M -$292K -3,376 -8%
PAM
324
Panagora Asset Management
Massachusetts
$3.53M -$8.64K -100 -0.2%
BG
325
Bahl & Gaynor
Ohio
$3.5M +$40.1K +464 +1%
11 12
13
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