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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
Waddell & Reed Financial
Kansas
$144M
2
RL
Ruffer LLP
United Kingdom
$87.3M
3
State Street
State Street
Massachusetts
$2B
4
Asset Management One
Asset Management One
Japan
$70.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.67B

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$183M
2
Deutsche Bank
Deutsche Bank
Germany
$153M
3
NSLI
Nan Shan Life Insurance
Taiwan
$0
4
JHIU
Janus Henderson Investors US
Colorado
$101M
5
Barclays
Barclays
United Kingdom
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPTW
401
Franklin, Parlapiano, Turner & Welch
Texas
$2.25M -$437K -5,061 -16%
PP
402
Palladium Partners
Virginia
$2.23M -$89.3K -1,033 -4%
IB
403
Intrust Bank
Kansas
$2.23M -$63.3K -732 -3%
DP
404
Dearborn Partners
Illinois
$2.22M -$30.1K -348 -1%
DnB Asset Management
405
DnB Asset Management
Norway
$2.2M -$1.91M -22,147 -46%
AP
406
AHL Partners
United Kingdom
$2.2M +$1.27M +14,740 +138%
Schroder Investment Management Group
407
Schroder Investment Management Group
United Kingdom
$2.2M -$13.2M -153,053 -86%
EWM
408
Evercore Wealth Management
New York
$2.17M -$13.1K -152 -0.6%
EFS
409
Essex Financial Services
Connecticut
$2.17M +$16.4K +190 +0.8%
AF
410
Aldebaran Financial
$2.14M -$242K -2,799 -10%
BSB
411
Bangor Savings Bank
Maine
$2.14M +$23.9K +277 +1%
Canada Pension Plan Investment Board
412
Canada Pension Plan Investment Board
Ontario, Canada
$2.12M +$175K +2,027 +9%
CIM
413
CenturyLink Investment Management
Colorado
$2.12M +$263K +3,039 +14%
CFP
414
Cornerstone Financial Partners
North Carolina
$2.11M +$51.2K +591 +2%
CHC
415
City Holding Co
West Virginia
$2.1M +$76.9K +890 +4%
FFWA
416
FRG Family Wealth Advisors
Washington
$2.08M – – –
MPI
417
Mairs & Power Inc
Minnesota
$2.07M – – –
OWD
418
Osborn Williams & Donohoe
Ohio
$2.04M +$151K +1,751 +8%
AIA
419
Allegis Investment Advisors
Idaho
$2.04M +$322K +3,721 +19%
BRWA
420
B. Riley Wealth Advisors
Florida
$2.03M -$348K -4,026 -15%
MIM
421
Marco Investment Management
Georgia
$2.02M +$43.6K +504 +2%
TYCC
422
Texas Yale Capital Corp
Florida
$2M – – –
TCT
423
TIAA CREF Trust
Missouri
$2M +$245K +2,835 +14%
FMTCOCP
424
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.99M +$1.99M +23,006 New
VRS
425
Virginia Retirement Systems
Virginia
$1.99M – – –
15 16
17
18 19