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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 %
SCM
351
Shelton Capital Management
Colorado
$2.69M +$238K +3,004 +10%
AOWM
352
Alpha Omega Wealth Management
Virginia
$2.68M +$34K +429 +1%
BF
353
BOK Financial
Oklahoma
$2.68M +$605K +7,642 +29%
FA
354
FDx Advisors
Illinois
$2.6M -$570K -7,199 -18%
LGC
355
Laurel Grove Capital
California
$2.58M -$3.96K -50 -0.2%
CIC
356
Canal Insurance Company
South Carolina
$2.58M – – –
AF
357
Arrow Financial
New York
$2.57M -$21.6K -273 -0.8%
Teacher Retirement System of Texas
358
Teacher Retirement System of Texas
Texas
$2.51M +$715K +9,030 +40%
AB
359
Amalgamated Bank
New York
$2.5M +$145K +1,830 +6%
Squarepoint
360
Squarepoint
New York
$2.5M -$2.23M -28,159 -47%
BPC
361
Banque Pictet & Cie
Switzerland
$2.46M +$158K +2,000 +7%
TCM
362
Twin Capital Management
Pennsylvania
$2.45M +$937K +11,826 +62%
PAG
363
Private Advisor Group
New Jersey
$2.44M +$1.49M +49,287 +157%
DAM
364
Doheny Asset Management
California
$2.41M – – –
SFS
365
Strategic Financial Services
New York
$2.41M +$14.6K +184 +0.6%
NRS
366
Neville Rodie & Shaw
New York
$2.4M -$39.6K -500 -2%
AIP
367
Ameritas Investment Partners
Nebraska
$2.4M -$465K -5,874 -16%
AA
368
Ancora Advisors
Ohio
$2.39M -$8.79K -111 -0.4%
SOADOR
369
State of Alaska Department of Revenue
Alaska
$2.38M +$224K +2,828 +10%
SAM
370
Strategy Asset Managers
California
$2.33M -$58.4K -737 -2%
SA
371
Strategic Advisors
New York
$2.32M -$258K -3,253 -10%
NBC
372
Neuberger Berman Canada
Ontario, Canada
$2.31M +$2.31M +29,196 New
RC
373
Roundview Capital
New Jersey
$2.31M +$15.8K +200 +0.7%
CIA
374
CCM Investment Advisers
South Carolina
$2.29M -$4.05M -51,155 -64%
VIA
375
Vident Investment Advisory
Georgia
$2.28M +$2.28M +28,808 New
13 14
15
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