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Phillips 66
PSX

Overview Fund Activity

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$446M
2
Deutsche Bank
Deutsche Bank
Germany
+$139M
3
LSV Asset Management
LSV Asset Management
Illinois
+$124M
4
Prudential Financial
Prudential Financial
New Jersey
+$113M
5
Renaissance Technologies
Renaissance Technologies
New York
+$111M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.18B
2
Capital World Investors
Capital World Investors
California
-$229M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$146M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$88.5M
5
SBAM
Santa Barbara Asset Management
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
376
Bollard Group
Massachusetts
$4.76M +$253K +2,241 +6%
PGIM
377
Pacific Global Investment Management
California
$4.75M -$8.34K -74 -0.2%
CIBC Asset Management
378
CIBC Asset Management
Ontario, Canada
$4.74M -$26.9K -239 -0.6%
PWLP
379
Prio Wealth Limited Partnership
Massachusetts
$4.73M -$10.3K -91 -0.2%
GHCM
380
Glen Harbor Capital Management
California
$4.72M +$1.06M +9,424 +29%
BCP
381
Blue Chip Partners
Michigan
$4.69M -$388K -3,438 -8%
NA
382
Navellier & Associates
Nevada
$4.69M +$180K +1,601 +4%
PA
383
Pinnacle Associates
New York
$4.67M +$51.1K +453 +1%
PAM
384
Panagora Asset Management
Massachusetts
$4.6M +$631K +5,596 +16%
CBT
385
Central Bank & Trust
Kentucky
$4.57M -$95K -843 -2%
PI
386
Putnam Investments
Massachusetts
$4.48M -$74.5K -661 -2%
PIM
387
Penobscot Investment Management
Massachusetts
$4.47M +$396K +3,515 +10%
JG
388
Jefferies Group
New York
$4.41M -$2.46M -21,796 -36%
CCG
389
Cypress Capital Group
Florida
$4.31M +$8.45K +75 +0.2%
WBC
390
Westpac Banking Corp
Australia
$4.3M +$122K +1,081 +3%
MME
391
Meag Munich Ergo
Germany
$4.28M +$3.7M +32,912 +630%
AAF
392
Andra AP-fonden
Sweden
$4.26M +$823K +7,300 +24%
HPIA
393
Hamilton Point Investment Advisors
North Carolina
$4.25M -$1.13K -10 -0%
RIM
394
Redpoint Investment Management
Australia
$4.22M – – –
NMERB
395
New Mexico Educational Retirement Board
New Mexico
$4.22M -$147K -1,300 -3%
DY
396
Dowling & Yahnke
California
$4.2M -$100K -891 -2%
WIM
397
Wilen Investment Management
Florida
$4.2M -$33.7K -300 -0.8%
CSS
398
Cubist Systematic Strategies
Connecticut
$4.18M +$1.38M +12,224 +49%
UB
399
UMB Bank
Missouri
$4.14M +$261K +2,313 +7%
AAIM
400
Asset Advisors Investment Management
Georgia
$4.14M +$4.14M +36,685 New
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