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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 %
OC
326
Oppenheimer & Co
New York
$3.23M -$50K -604 -2%
GI
327
GAMCO Investors
Connecticut
$3.23M +$992K +12,000 +44%
HCMT
328
Highland Capital Management (Tennessee)
Tennessee
$3.22M -$25.6K -310 -0.8%
BCM
329
BlueCrest Capital Management
Jersey
$3.17M +$3.17M +38,318 New
BIA
330
Biondo Investment Advisors
Pennsylvania
$3.15M -$73.3K -879 -2%
MC
331
Micawber Capital
Washington
$3.15M +$136K +1,641 +4%
EM
332
ELCO Management
New York
$3.14M -$49.6K -600 -2%
SBH
333
Segall Bryant & Hamill
Illinois
$3.12M -$358K -4,325 -10%
BKA
334
Brick & Kyle Associates
Pennsylvania
$3.12M -$23K -278 -0.7%
BOH
335
Bank of Hawaii
Hawaii
$3.11M +$117K +1,413 +4%
DY
336
Dowling & Yahnke
California
$3.1M +$63.8K +771 +2%
SIP
337
Stoneridge Investment Partners
Pennsylvania
$3.1M +$3.1M +37,449 New
PCM
338
Parsons Capital Management
Rhode Island
$3.08M -$27.6K -334 -0.9%
GWM
339
Geneos Wealth Management
Colorado
$3.04M +$14.5K +175 +0.5%
PIM
340
Penobscot Investment Management
Massachusetts
$3.02M -$1.65K -20 -0.1%
Calamos Advisors
341
Calamos Advisors
Illinois
$3.01M +$77.6K +938 +3%
FNT
342
First National Trust
Pennsylvania
$2.99M +$167K +2,024 +6%
AMI
343
Amica Mutual Insurance
Rhode Island
$2.98M – – –
VFA
344
Virtus Fund Advisers
Connecticut
$2.94M +$22.8K +276 +0.8%
BCMO
345
Buckingham Capital Management (Ohio)
Ohio
$2.94M -$346K -4,186 -11%
AOWM
346
Alpha Omega Wealth Management
Virginia
$2.93M +$129K +1,558 +5%
SMDAM
347
Sumitomo Mitsui DS Asset Management
Japan
$2.92M -$297K -3,588 -9%
FPTW
348
Franklin, Parlapiano, Turner & Welch
Texas
$2.91M – – –
PAG
349
Private Advisor Group
New Jersey
$2.91M -$3.75M -45,429 -56%
HPIA
350
Hamilton Point Investment Advisors
North Carolina
$2.89M +$12.8K +155 +0.4%
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