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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 %
LA
326
Lau Associates
Delaware
$3.02M -$88.4K -1,116 -3%
BKA
327
Brick & Kyle Associates
Pennsylvania
$3.01M -$78.1K -986 -3%
PCM
328
Parsons Capital Management
Rhode Island
$2.98M -$15.8K -200 -0.5%
BTNA
329
Bremer Trust National Association
Minnesota
$2.95M -$115K -1,453 -4%
DY
330
Dowling & Yahnke
California
$2.91M +$70.1K +885 +2%
GWM
331
Geneos Wealth Management
Colorado
$2.9M -$38.7K -489 -1%
PIM
332
Penobscot Investment Management
Massachusetts
$2.89M -$100K -1,265 -3%
MC
333
Micawber Capital
Washington
$2.89M +$1.39M +17,605 +93%
BOH
334
Bank of Hawaii
Hawaii
$2.87M -$79.9K -1,008 -3%
AMI
335
Amica Mutual Insurance
Rhode Island
$2.86M – – –
B
336
Barings
North Carolina
$2.85M +$1.34M +16,974 +89%
AAC
337
Asset Advisors Corp
Georgia
$2.84M +$47.5K +600 +2%
XK
338
Xact Kapitalforvaltning
Sweden
$2.84M +$169K +2,136 +6%
IA
339
IFP Advisors
Florida
$2.82M +$15.9K +201 +0.6%
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$2.82M -$611K -7,709 -18%
Calamos Advisors
341
Calamos Advisors
Illinois
$2.81M -$265K -3,349 -9%
VFA
342
Virtus Fund Advisers
Connecticut
$2.8M – – –
FPTW
343
Franklin, Parlapiano, Turner & Welch
Texas
$2.79M +$729K +9,201 +35%
HPIA
344
Hamilton Point Investment Advisors
North Carolina
$2.76M +$56.2K +710 +2%
SIM
345
Sentry Investment Management
Wisconsin
$2.74M -$68.4K -864 -2%
UB
346
UMB Bank
Missouri
$2.74M -$18.5K -233 -0.7%
CCT
347
Country Club Trust
Missouri
$2.74M +$1.03K +13 +0%
FNT
348
First National Trust
Pennsylvania
$2.7M +$555K +7,010 +26%
PP
349
Paloma Partners
Connecticut
$2.7M +$434K +5,482 +19%
GAM
350
Garrison Asset Management
Arkansas
$2.7M +$108K +1,357 +4%
12 13
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