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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 %
BCMO
351
Buckingham Capital Management (Ohio)
Ohio
$2.99M +$276K +3,189 +10%
CCT
352
Country Club Trust
Missouri
$2.99M -$97K -1,123 -3%
HPIA
353
Hamilton Point Investment Advisors
North Carolina
$2.94M -$12.9K -149 -0.4%
XK
354
Xact Kapitalforvaltning
Sweden
$2.91M +$192K +2,217 +7%
AOWM
355
Alpha Omega Wealth Management
Virginia
$2.89M +$32.1K +371 +1%
LIM
356
Leavell Investment Management
Alabama
$2.85M -$2.16K -25 -0.1%
GAM
357
Garrison Asset Management
Arkansas
$2.83M +$26.3K +304 +0.9%
DCM
358
Driehaus Capital Management
Illinois
$2.83M +$2.83M +32,710 New
AF
359
Arrow Financial
New York
$2.82M +$19K +220 +0.7%
TG
360
TCW Group
California
$2.82M -$17.3K -200 -0.6%
LGC
361
Laurel Grove Capital
California
$2.82M -$8.64K -100 -0.3%
PGIM
362
Pacific Global Investment Management
California
$2.81M +$277K +3,208 +11%
SA
363
Strategic Advisors
New York
$2.81M +$108K +1,245 +4%
CIC
364
Canal Insurance Company
South Carolina
$2.81M – – –
CEP
365
Chicago Equity Partners
Illinois
$2.8M -$398K -4,610 -12%
GAM
366
Gotham Asset Management
New York
$2.78M +$2.78M +32,168 New
KRS
367
Kentucky Retirement Systems
Kentucky
$2.78M -$677K -7,834 -20%
FMBTD
368
First Midwest Bank Trust Division
Illinois
$2.77M -$63.1K -730 -2%
SI
369
Stephens Inc
Arkansas
$2.74M +$257K +2,979 +10%
LMGAM
370
Liberty Mutual Group Asset Management
Massachusetts
$2.72M +$159K +1,836 +6%
SCM
371
Shelton Capital Management
Colorado
$2.67M -$916K -10,597 -26%
PAG
372
Private Advisor Group
New Jersey
$2.67M +$312K +3,671 +13%
NRS
373
Neville Rodie & Shaw
New York
$2.66M – – –
DAM
374
Doheny Asset Management
California
$2.63M +$12.3K +142 +0.5%
CWM
375
CIBC World Markets
New York
$2.63M +$2.37M +27,436 +918%
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