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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 %
SAM
301
Securian Asset Management
Minnesota
$3.51M +$14K +177 +0.4%
FNBOO
302
First National Bank of Omaha
Nebraska
$3.46M -$261K -3,290 -7%
FQ
303
First Quadrant
California
$3.42M – – –
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$3.41M +$45K +568 +1%
Voloridge Investment Management
305
Voloridge Investment Management
Florida
$3.39M +$3.39M +42,749 New
CBT
306
Central Bank & Trust
Kentucky
$3.35M -$59.2K -747 -2%
PWLP
307
Prio Wealth Limited Partnership
Massachusetts
$3.35M -$6.34K -80 -0.2%
PL
308
Perpetual Ltd
Australia
$3.34M +$3.34M +43,070 New
SBH
309
Segall Bryant & Hamill
Illinois
$3.34M -$167K -2,103 -5%
BL
310
BCWM LLC
Kansas
$3.31M +$5.94K +75 +0.2%
BTW
311
Boston Trust Walden
Massachusetts
$3.24M -$16.8K -212 -0.5%
MPAM
312
Murphy Pohlad Asset Management
Minnesota
$3.23M -$20.2K -255 -0.6%
WIM
313
Wilen Investment Management
Florida
$3.21M -$53K -675 -2%
SB
314
Suntrust Banks
Georgia
$3.2M -$4.55M -57,375 -59%
BG
315
Bahl & Gaynor
Ohio
$3.19M -$18.3K -231 -0.6%
BCMO
316
Buckingham Capital Management (Ohio)
Ohio
$3.15M +$405K +5,110 +15%
ABTD
317
Arvest Bank Trust Division
Oklahoma
$3.15M -$686K -8,655 -18%
OC
318
Oppenheimer & Co
New York
$3.14M -$107K -1,347 -3%
HCMT
319
Highland Capital Management (Tennessee)
Tennessee
$3.11M +$5.55K +70 +0.2%
QT
320
Quantbot Technologies
New York
$3.1M +$2.08M +26,310 +205%
SPIA
321
Steward Partners Investment Advisory
New York
$3.1M +$2.43M +30,707 +365%
PGIM
322
Pacific Global Investment Management
California
$3.1M +$520K +6,570 +20%
BIA
323
Biondo Investment Advisors
Pennsylvania
$3.09M -$101K -1,261 -3%
SMDAM
324
Sumitomo Mitsui DS Asset Management
Japan
$3.08M +$255K +3,216 +9%
EM
325
ELCO Management
New York
$3.05M – – –
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