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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 %
RG
451
Rikoon Group
New Mexico
$1.57M -$401K -5,041 -20%
FBT
452
First Bankers Trust
Kentucky
$1.57M -$42.2K -533 -3%
LIA
453
LS Investment Advisors
Michigan
$1.55M +$76.8K +970 +5%
CPO
454
Cerity Partners OCIO
New York
$1.55M +$50.3K +635 +3%
SAM
455
Silvercrest Asset Management
New York
$1.55M +$81.8K +1,032 +6%
Balyasny Asset Management
456
Balyasny Asset Management
Illinois
$1.55M +$531K +6,706 +52%
NSIM
457
North Star Investment Management
Illinois
$1.53M +$51.4K +649 +3%
ACM
458
Argyle Capital Management
Pennsylvania
$1.53M +$139K +1,750 +10%
SFSIG
459
San Francisco Sentry Investment Group
California
$1.51M -$37.5K -473 -2%
SFG
460
SevenBridge Financial Group
Pennsylvania
$1.51M +$499K +6,467 +50%
LWAC
461
Laurel Wealth Advisors (California)
California
$1.5M -$48.2K -609 -3%
CFB
462
Cullen/Frost Bankers
Texas
$1.5M +$141K +1,786 +10%
Wolverine Trading
463
Wolverine Trading
Illinois
$1.49M +$1.49M +18,959 New
AIA
464
Avalon Investment & Advisory
Texas
$1.48M -$8.48K -107 -0.6%
NLI
465
Nippon Life Insurance
Japan
$1.48M -$196K -2,478 -12%
SSA
466
Schonfeld Strategic Advisors
New York
$1.48M +$737K +9,302 +99%
NA
467
NewEdge Advisors
Louisiana
$1.47M +$503K +6,489 +52%
CAN
468
Cetera Advisor Networks
California
$1.46M +$19.1K +241 +1%
CI
469
Cigna Investments
Connecticut
$1.46M +$162K +2,048 +12%
NFA
470
Nuveen Fund Advisors
Illinois
$1.46M -$126K -1,594 -8%
SIM
471
Sonora Investment Management
Arizona
$1.45M -$43.6K -550 -3%
ANTB
472
AMG National Trust Bank
Colorado
$1.44M -$1.82K -23 -0.1%
PWAP
473
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.43M +$137K +1,735 +11%
CVM
474
Cheviot Value Management
California
$1.43M +$142K +1,791 +11%
BCM
475
Bowie Capital Management
Texas
$1.43M +$1.43M +18,000 New
17 18
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