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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 %
FP
376
FDO Partners
Massachusetts
$2.42M -$1.26M -15,225 -34%
AIA
377
Allegis Investment Advisors
Idaho
$2.41M +$373K +4,514 +18%
CHC
378
City Holding Co
West Virginia
$2.41M +$310K +3,755 +15%
AA
379
Ancora Advisors
Ohio
$2.4M -$89.9K -1,087 -4%
RC
380
Roundview Capital
New Jersey
$2.4M -$12.4K -150 -0.5%
Canada Pension Plan Investment Board
381
Canada Pension Plan Investment Board
Ontario, Canada
$2.36M -$3.53M -42,658 -60%
LMGAM
382
Liberty Mutual Group Asset Management
Massachusetts
$2.33M +$527K +6,379 +29%
KRS
383
Kentucky Retirement Systems
Kentucky
$2.33M -$13.4K -162 -0.6%
AIM
384
Achmea Investment Management
Netherlands
$2.32M -$4.79M -57,976 -67%
SAM
385
Strategy Asset Managers
California
$2.31M -$120K -1,453 -5%
OIA
386
OneDigital Investment Advisors
Kansas
$2.29M +$2.29M +27,723 New
FCI
387
Financial Counselors Inc
Kansas
$2.28M -$68.5K -828 -3%
OWD
388
Osborn Williams & Donohoe
Ohio
$2.25M +$425K +5,137 +23%
LSERS
389
Louisiana State Employees Retirement System
Louisiana
$2.25M +$8.27K +100 +0.4%
EHC
390
Everett Harris & Co
California
$2.23M +$21.1K +255 +1%
AF
391
Aldebaran Financial
$2.23M +$25K +302 +1%
SA
392
Strategic Advisors
New York
$2.21M -$207K -2,500 -9%
APFBOT
393
Amica Pension Fund Board of Trustees
Rhode Island
$2.2M – – –
AAF
394
Andra AP-fonden
Sweden
$2.15M -$49.6K -600 -2%
Adage Capital Partners
395
Adage Capital Partners
Massachusetts
$2.13M -$42.1M -509,600 -95%
CB
396
Chemical Bank
Michigan
$2.12M -$7.44K -90 -0.3%
DP
397
Dearborn Partners
Illinois
$2.1M -$42.3K -511 -2%
OMCS
398
Old Mutual Customised Solutions
South Africa
$2.09M +$82.7K +1,000 +4%
1GA
399
1st Global Advisors
Texas
$2.08M -$49.2K -595 -2%
CIA
400
Covington Investment Advisors
Pennsylvania
$2.08M +$14.9K +180 +0.7%
14 15
16
17 18