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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 %
SIM
351
Sentry Investment Management
Wisconsin
$2.89M +$22.9K +277 +0.8%
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$2.88M -$64.7K -782 -2%
AAC
353
Asset Advisors Corp
Georgia
$2.84M -$124K -1,500 -4%
IA
354
IFP Advisors
Florida
$2.83M -$116K -1,404 -4%
Nomura Holdings
355
Nomura Holdings
Japan
$2.83M +$2.46M +29,818 +669%
GAM
356
Garrison Asset Management
Arkansas
$2.81M -$4.96K -60 -0.2%
UB
357
UMB Bank
Missouri
$2.79M -$75.3K -911 -3%
BF
358
BOK Financial
Oklahoma
$2.77M -$22.9K -277 -0.8%
LGC
359
Laurel Grove Capital
California
$2.76M +$74.4K +900 +3%
AF
360
Arrow Financial
New York
$2.76M +$83K +1,003 +3%
WBC
361
Westpac Banking Corp
Australia
$2.73M -$6.33M -76,538 -70%
CIC
362
Canal Insurance Company
South Carolina
$2.69M – – –
SOADOR
363
State of Alaska Department of Revenue
Alaska
$2.63M +$153K +1,855 +6%
CIBC World Market
364
CIBC World Market
Ontario, Canada
$2.63M +$288K +3,482 +12%
SCM
365
Shelton Capital Management
Colorado
$2.62M -$187K -2,266 -7%
UR
366
USCA RIA
Texas
$2.59M +$2.27M +27,404 +701%
BPC
367
Banque Pictet & Cie
Switzerland
$2.56M – – –
SFS
368
Strategic Financial Services
New York
$2.54M +$20.9K +253 +0.8%
NB
369
Norinchukin Bank
Japan
$2.52M +$147K +1,777 +6%
DAM
370
Doheny Asset Management
California
$2.51M -$4.13K -50 -0.2%
NRS
371
Neville Rodie & Shaw
New York
$2.51M – – –
AIP
372
Ameritas Investment Partners
Nebraska
$2.48M -$26.3K -318 -1%
LP
373
LMR Partners
United Kingdom
$2.46M +$2.46M +29,806 New
VIA
374
Vident Investment Advisory
Georgia
$2.43M +$48.3K +584 +2%
B
375
BancorpSouth
Mississippi
$2.42M +$80.6K +975 +3%
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