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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 %
CIM
401
CenturyLink Investment Management
Colorado
$1.94M – – –
BSB
402
Bangor Savings Bank
Maine
$1.93M -$27.1K -342 -1%
OMCS
403
Old Mutual Customised Solutions
South Africa
$1.92M +$380K +4,800 +25%
CFP
404
Cornerstone Financial Partners
North Carolina
$1.91M -$11.4K -144 -0.6%
DC
405
Davenport & Co
Virginia
$1.9M -$66.3K -767 -3%
PAM
406
Panagora Asset Management
Massachusetts
$1.89M -$1.35M -16,983 -42%
FFWA
407
FRG Family Wealth Advisors
Washington
$1.88M -$9.66K -123 -0.5%
AHC
408
Adell Harriman & Carpenter
Texas
$1.86M -$298K -3,765 -14%
EWM
409
Evercore Wealth Management
New York
$1.85M -$143K -1,804 -7%
AWM
410
Arbor Wealth Management
Florida
$1.85M +$336K +4,210 +22%
FMTCOCP
411
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.84M +$13.9K +175 +0.8%
MIM
412
Marco Investment Management
Georgia
$1.83M -$23.4K -296 -1%
TYCC
413
Texas Yale Capital Corp
Florida
$1.79M -$49.5K -625 -3%
NSEDCP
414
NJ State Employees Deferred Compensation Plan
New Jersey
$1.78M – – –
JSL
415
JT Stratford LLC
Georgia
$1.78M +$1.78M +22,440 New
IB
416
Intrust Bank
Kansas
$1.78M -$264K -3,335 -13%
BC
417
Burney Company
Virginia
$1.77M +$657K +8,286 +59%
OWD
418
Osborn Williams & Donohoe
Ohio
$1.75M -$118K -1,493 -6%
SFI
419
SPC Financial Inc
Maryland
$1.75M -$1.19K -15 -0.1%
MERSOM
420
Municipal Employees' Retirement System of Michigan
Michigan
$1.74M – – –
LIM
421
Leavell Investment Management
Alabama
$1.74M -$876K -11,050 -33%
LMGAM
422
Liberty Mutual Group Asset Management
Massachusetts
$1.73M -$758K -9,572 -30%
BRWA
423
B. Riley Wealth Advisors
Florida
$1.73M -$136K -1,712 -7%
TCM
424
Tradition Capital Management
New Jersey
$1.72M -$26.5K -335 -2%
NC
425
Northpointe Capital
Michigan
$1.72M +$1.03K +13 +0.1%
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