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Phillips 66
PSX

Overview Fund Activity

1,115 hedge funds and large institutions have $30B invested in Phillips 66 in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 377 increasing their positions, 463 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+3
Holders Change %
+0.27%
% of All Funds
27.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
80
Increased
377
Reduced
463
Closed
67
Calls
$339M
Puts
$226M
Net Calls
+$114M
Net Calls Change
+$266M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$108M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$82M
5
Millennium Management
Millennium Management
New York
+$79.5M

Top Sellers

1
NEAM
New England Asset Management
Connecticut
-$104M
2
LSV Asset Management
LSV Asset Management
Illinois
-$89.6M
3
State Street
State Street
Massachusetts
-$68.6M
4
Morgan Stanley
Morgan Stanley
New York
-$63.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$62.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
301
Pinnacle Associates
New York
$3.76M -$996K -12,041 -21%
WAM
302
World Asset Management
Michigan
$3.73M -$556K -6,729 -13%
BCM
303
Baltimore Capital Management
Maryland
$3.67M -$767K -9,275 -17%
CCG
304
Cypress Capital Group
Florida
$3.67M -$223K -2,700 -6%
SAM
305
Securian Asset Management
Minnesota
$3.66M -$3.47K -42 -0.1%
SCA
306
Secor Capital Advisors
New York
$3.66M +$3.66M +44,211 New
FWCM
307
Ferguson Wellman Capital Management
Oregon
$3.65M -$114K -1,373 -3%
PL
308
Perpetual Ltd
Australia
$3.63M +$66.2K +800 +2%
FNBOO
309
First National Bank of Omaha
Nebraska
$3.63M +$19.9K +241 +0.6%
LA
310
Lau Associates
Delaware
$3.61M +$453K +5,484 +14%
MPAM
311
Murphy Pohlad Asset Management
Minnesota
$3.59M +$210K +2,545 +6%
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$3.57M +$10.5K +127 +0.3%
FQ
313
First Quadrant
California
$3.57M – – –
BL
314
BCWM LLC
Kansas
$3.53M +$79K +955 +2%
VIA
315
Virtus Investment Advisers
Connecticut
$3.52M -$562K -6,790 -14%
PWLP
316
Prio Wealth Limited Partnership
Massachusetts
$3.49M – – –
CBT
317
Central Bank & Trust
Kentucky
$3.45M -$41.2K -498 -1%
NMERB
318
New Mexico Educational Retirement Board
New Mexico
$3.41M -$335K -4,000 -9%
PGIM
319
Pacific Global Investment Management
California
$3.33M +$98.9K +1,196 +3%
BG
320
Bollard Group
Massachusetts
$3.33M -$1.26M -15,229 -27%
DP
321
Delta Partners
Massachusetts
$3.32M +$3.32M +40,184 New
WIM
322
Wilen Investment Management
Florida
$3.32M -$34.6K -422 -1%
BG
323
Bahl & Gaynor
Ohio
$3.26M -$61.1K -739 -2%
NC
324
Northpointe Capital
Michigan
$3.26M +$1.47M +17,776 +82%
BTW
325
Boston Trust Walden
Massachusetts
$3.25M -$136K -1,649 -4%
11 12
13
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